Canopy Reviews & Product Details

I am a CPA who recently started my own solo practice and Canopy has been a wonderful tool for me. I found it very easy to implement and to integrate into my larger systems as a whole. My clients also like it a lot - they say that it's been very user friendly. I like the option to categorize clients as active clients or prospects, and being able to add custom fields to the client page is great. Canopy also recently added custom questionnaires as a feature, which has been extremely helpful in onboarding clients and in having my clients answer the specific questions I need. Overall Canopy has been a really great system for my small practice. Review collected by and hosted on G2.com.

There are a few features that I wish worked a little differently in Canopy - for example, I wish it were easier to assign unique client IDs to each client, and I wish that the task tracking was a little more robust. It gets the job done and I like that you can view tasks by client, but I wish there were more options for how to view the task list and more support for custom statuses and workflow. But even so, Canopy is often adding new features and improving on existing features, which is lovely. Review collected by and hosted on G2.com.

Clients find it easier to navigate

App more comprehensive Review collected by and hosted on G2.com.

There are so many features missing that I can't help but wonder how this was built bt accountants for accountants.

We import over 1,000 clients and every file is invisible to clients until we manually mark and make them visible.

If I want to share the list of bulk emails I sent and were opened with staff, I need to take hundreds of screenshots instead of sending to a pdf or csv?

Their importing of those clients was so flawed that I've wasted hundreds of staff manhours to fix

I was lied to about the imminent integration with Lacerte.

If we upload files to the incorrect client, moving them all is a nightmare

There is no record of when we send a file to a client that we can refer back to or prove to the client.

Tech support doesn't have the ability to share a screen to see my problem

Setting up staff to share calendars is laborious Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Some of the least helpful things I believe are because some of the integral features are newer for them, they are not as smooth as I believe they could be. There are little things throughout the day I find myself wishing were different or wishing were there. Engagement tempalates are pretty standard I believe, and I am having an issue with mine populating whenever I create an engagement letter, which leads me to have to manually create the engagement letter one item at a time for multiple clients. On that hand, I got a response from a human as soon as I notified them about it. I wasn't able to stay online to show them, and I got a follow up from them the next day (today) to see if it's still happening. Again, I think that's the most valuable thing of Canopy, having such a huge part of your firm in one place and relying on them for so much, you want them to care and WANT to make your life easier. So I would say implementation has not been the easiest thing for Canopy, I usually have some things I really dislike or wish they would have done differently. Integration is not the best also, with third party or within itself. One huge thing for me is that the information from the organizers, doesn't populate client information. I would LOVE if we could map fields in the organizer, and now questionnares even, to fields in the client info section so it would autopopulate. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

So far the only thing is that I've had some trouble with is canopy payments. I had to reach out to support and it turned into an escalated ticket. The issue was resolved and was getting paid like normal again. After this, I opened a new business account and needed to update canopy payments. After updating, the first client to try and pay using canopy had issues again. So it's been a bummer that this hasn't been super smooth. Review collected by and hosted on G2.com.

It is VERY user friendly! It is a CRM, task management, time and billing, and many more things depending on the add-ons you desire. I also got the transcript delivery module and really enjoy everything being in one location. Review collected by and hosted on G2.com.

There aren't many, and they are always looking at improving things and listening to their customers feedback and requests. It would be an interesting option to be able to import an organizer from a tax software that then allows it to be fillable - just a thought! Review collected by and hosted on G2.com.

Canopy has been most helpful in mass communicating with our clients. Our prior

CRM platform was difficult to build a simple email reminder, Canopy has allowed our firm to prepare multiple info emails, reminders and updates and important notices to clients in simple and efficient means.

Clients also have expressed how much they like receiving requests and reminders to meet deliverables in uploading tax docs and downloading shared documents from our firm. The latter is what matters most to our boutique firm who works with clients across the US. Review collected by and hosted on G2.com.

There are a few nuisances we have found to be a bit troubling with Canopy; formatting emails are limited, we have not been able to "delete" a clients profile, yet only archive or remove folder access, reporting or exporting client details to further analyze in excel or for presenting at staff meetings also has its limitations. Review collected by and hosted on G2.com.

Before Canopy we had several different programs to accomplish firm management, client management, and file management. Now with Canopy it is all within one program. The implementation was easy with the assistance of Canopy's team to help with the migration of data, user, and task setup. I use the program daily and have it open all day. The support team has helped with any thing that could not be taken care of with the knowledge base. Emails are integrated into Canopy by listing the client's email address. Review collected by and hosted on G2.com.

Canopy does not have a good scheduling calendar. You have a calendar but only you can schedule or see it. My staff schedules my appointments and needs access to my calendar. Review collected by and hosted on G2.com.

I have found Canopy to significantly change the way that I am able to view, access, and interact with our client files, suvrey responses, and personal information. It is easy to quickly access needed information in just a few seconds, which is very helpful when taking a quick phone call, or repsonding to an email. Clients have also let me know that they appreciate how Canopy allows them a variety of ways to input their information, and interact with us as well. I use Canopy and interact wtih the files on Canopy multiple times a day, and I find that if I ever have questions about how to best utilize Canopy's tools, their customer support is quick to respond to me with a solution. My previous company did not use Canopy and I found that their files were much less organized, and therefore, we were slower to repsond to client questions. Since being at this curreny company and training a new employee, I was able to see seocndhand the ease at which the new employee was able to adapt to how Canopy worked and how to use all the tools provided to their benefit. I would recommend this software to anyone working in a client oriented role. Review collected by and hosted on G2.com.

One thing I have found that makes Canopy a little tricky sometimes is that information does not always get accurately transferred to different documents when I am filling them out for clients. Additionally, I have found it is not easy to figure out how to edit what automatic information gets placed into documents. Review collected by and hosted on G2.com.

I created my own Workflow through the Tasks and Subtasks within Canopy for several of my service offerings. I also use several of the built-in features, such as the Engagements, which help automate the creation of my workflows (Tasks and Subtasks). Within my Subtasks, I've created automated e-mails to be sent to my Clients to notifcy them regarding the status of a project.

I also integrated QBO with Canopy, which includes my client list and services offerings (i.e., Products and Services). After implementing Canopy in my firm in December 2023 and rolling it out to my Clients (i.e., Client Portals) in January 2024, I will be experimenting with Payments within Canopy.

I've effectively consolidate several administrative and operational activities under one (Canopy) umbrella. Review collected by and hosted on G2.com.

There are some functions that I would like to see enhanced. For example...

1. When a Client marks a Client Request as "Complete" in their Client Portal, it shows up at "Needs Review" in my Client Portal. We used the automated reminder function, but didn't realize that we need to mark the Client Request as "Complete" in our Client Portal in order to stop the reminders from being sent out. It would be nice if the reminders stopped upon the Client Marking the Client Request as "Complete" in their Client Portal so that they aren't sent false reminders while we circle back to the "Needs Review" status.

2. When we send out our first message in the Client Portal, it doesn't date/timestamp when we sent out the first communication. When we a Client response and/or we follow-up, subsequent "Comments" have dates/timestamps. Unfortunately, when following up on unanswer Client Requests, we can't see when our initial request was sentout.

3. We will be using the Tax Organizer for the first time this year. It would be nice if we could edit the Tax Organizer to address specific details that are not currently in the default Tax Organizer (e.g., contributions to a NYS529 college savings account) and turn off certain require fields (e.g., NAICS codes in the Business Tax Organizer).

4. It would be nice if Canopy had a two-way sync of invoices with QBO.

5. It would also be nice if Canopy automatically allowed for a flat rate "late fee" to be applied to invoices that sync to QBO. Currently, Canopy only allows to an interest rate to be applied as a late fee - but this function is not available when integrated/synced to QBO. Review collected by and hosted on G2.com.

I like the integregation of practice management tolols, such as document manager as well as signature requests, there is also the billing integragtion and questionnaires that we can send our clients. Task management is also important - I do think there some room for improvement here, such as adding tasks to your calendar, however, the tools available are so efficient and effective that have allowed me to run my firm a lot smoother. Review collected by and hosted on G2.com.

The price is a bit high, there are other companies out there that are priced better. Review collected by and hosted on G2.com.