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Canopy

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436 Bewertungen
  • 2 Profile
  • 4 Kategorien
Durchschnittliche Sternebewertung
4.6
Betreut Kunden seit
2014

Profile Name

Star Rating

351
63
14
5
7

Canopy Reviews

Review Filters
Profile Name
Star Rating
351
63
14
5
7
Dawn Y.
DY
Dawn Y.
02/13/2025
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Verifizierter aktueller Benutzer
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Anreizbasierte Bewertung

Canopy is amazing program

Canopy has assisted me and my staff to increase communication between us and our clients. We love the ability to support our clients with a robust file system.
AB
Allie B.
02/12/2025
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Anreizbasierte Bewertung

Canopy is the best tax specific CRM for solo tax/accounting professionals

The most helpful thing about Canopy is having industry specific workflow templates that you are able to tweak and make it your own. I think one of the upsides of Canopy for me, is that I can really feel that Canopy wants to improve and give us the features we need. I can feel they are continously asking for feedback and suggestions, and most importantly I can see the steps they make to actually improve. Customer support is always great, they have always helped me solve whatever it is that I have going on, or at least took feedback. I use Canopy literally 24/7, I really utilize custom fields for client information so I can store as many details as possible. Like their EDD number, banking institutions, dependents, account & routing numbers etc. Canopy is straightforward in all of its feautures though, ease of use wise.
NM
Nathan M.
02/12/2025
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So far so good!

The functionality is great to be honest. Super modern for an industry that still has a lot of catching up to do with our tax prep softwares.

About

Contact

HQ Location:
Draper, Utah

Social

@canopysuite

What is Canopy?

Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as minutes. Everything we do revolves around improving the quality of life for accounting and tax professionals.

Details

Gründungsjahr
2014