What's been most helpful is having workflow management, document management, billing/time tracking, and the client portal all in one system rather than juggling separate tools. Consolidating these to one system has created time savings across multiple areas of our business and a better experience for staff and clients.

The client portal in particular has been a success with our clients. They can upload documents, sign, and communicate in one place instead of email chains, which reduces the time staff spend chasing paperwork.

On the workflow side, having task assignments and deadlines visible in one system makes it easier to see where client work stands without manually checking in with each team member. We rely heavily on the Insights feature of Canopy to see our team visibility and manage work within the departments.

Having engagement letters, billing and time tracking built into the same platform with the workflow also saves time versus reconciling a separate billing tool against project records. Review collected by and hosted on G2.com.

There are only brief moments of dislike. When I've come across a feature that does not work as intended or wish the system could function a certain way...it's only a matter of time before that wish is granted. Canopy customer service is top notch and the dev team is super responsive to customer requests. They truly want the best experience for their users. Review collected by and hosted on G2.com.

I was able to cut multiple software subscriptions, while adding only Canopy. The cost savings was enough to switch immediately after my demo and the onboarding process was so smooth. If I ever have a question, I get a knowledgeable agent who assists me promptly to get me back to working. Each day I am able to look at what projects are due that week or in the upcoming weeks to know my work loads. I have my client projects tracked from client uploads to efile confirmations to keep my firm running smooth from day to day. Monthly I pull my WIP Report for time entered and bill out clients easily right in Canopy, which also integrates with QBO for easy accounting tracking. This software has been a lifesaver at a fraction of the cost! Review collected by and hosted on G2.com.

The only downside that I have found with Canopy is the Canopy Desktop Assistant being a little slow when I'm opening excel files to edit. Review collected by and hosted on G2.com.

I like having all client information in one place with Canopy. It's easy to share information and send documents for e-signature, especially with the KBB feature to authenticate client signatures. I can quickly look up client details like addresses or phone numbers and securely send and receive documents containing personal information. The task organization and tracking features are really helpful too; I can easily see what tasks are due and even set them to automatically flow to the next due date. Importing client data was straightforward and efficient, making setup a breeze. Review collected by and hosted on G2.com.

Canopy has the feature to prepare client bills, but we haven't used it because it's not as detailed as our current billing software, and we like to prepare very detailed bills. Review collected by and hosted on G2.com.

It is an all inclusive product for our firm. We use this for our billing, document retention, and client listing. We love the fact that this software integrates with QuickBooks Online. For the pricing of the product, I believe it is reasonable, but have not explored other options and their pricing. With the Canopy Drive, I like the fact I can open up documents directly and it will save to Canopy automatically. This will make it easier on our end, so we do not have to download files and re-upload, increasing performance. Th on-boarding of clients is great, as we can make internal notes to help notate what discussions took place and with who, and even sending documents to sign like engagement letters are great and seamless. The interface of the website is easy to understand, and there are a lot of features to explore, especially with AI. Review collected by and hosted on G2.com.

There is a feature for late fees, however, this would not be good if you integrate with QBO, as it does not update with late fees. Another thing I wish they would improve on is if you already have a client within Canopy, and they invite you to QBO, it would ask to merge clients, instead of just creating a new client record. If they could solve these, this would make the product near-perfect. Review collected by and hosted on G2.com.

I love how I can see open tasks, contact info, important notes, and files all in one place. When we are on calls with clients or responding to hundreds of emails a day, having everything in one place at one glance makes us efficient and allows questions to be handled by one person rather than transferring the client around the office. Canopy has allowed us to put all of our notes, status updates, task tracking, and files in one place. Review collected by and hosted on G2.com.

I want to see the history of eSign/client request reminders and I would like to be able to copy the 'share files' link that is sent to clients into my own email I am sending clients. Review collected by and hosted on G2.com.

Our firm loves Canopy. It has made our workflow much more efficient and far less stressful. At first, you might feel a bit lost because there’s so much you can do with the software, but the Canopy representatives will walk you through every step and help you implement the integration process smoothly. We use it every single day, and it really helps us stay on top of our workflow and daily tasks. Whenever we have questions, we reach out to customer service, and they’ve always been extremely reliable and helpful.Our firm has had an excellent experience with Canopy. It has streamlined our processes, made our workflow significantly more efficient, and improved the way we manage our day-to-day operations. While the software offers a wide range of features that can feel overwhelming at first, the Canopy team provides outstanding support throughout the implementation process. Their representatives guide you every step of the way, ensuring a smooth integration and helping you maximize the platform's capabilities.

We use Canopy every single day to manage our workflow, track tasks, and stay organized, and it has become an essential part of our practice. Our clients also appreciate the seamless experience it provides, making communication and collaboration easier for everyone involved. Whenever we have questions, Canopy's customer support team is quick to respond, knowledgeable, and consistently reliable. Their exceptional service, combined with the software's powerful functionality, has made Canopy an invaluable asset to our firm. Review collected by and hosted on G2.com.

We love everything about it - no issues !!! Review collected by and hosted on G2.com.

I enjoy that Canopy is an all in one place to manage workload, client documents, billing & payments, and client communications. I also like that it is both user friendly on the office side as well as on the client end. The Penny chatbot feature is also excellent in providing real time answers to quick Canopy questions. Review collected by and hosted on G2.com.

I believe Canopy could be better if the workload was a bit more focused on issues that real firms face everyday. The reports feature needs to be revamped in an easy to use and printable format without the need to export to Excel. Review collected by and hosted on G2.com.

Canopy makes it easy to coordinate and communicate - the two most pivotal aspects of making our work efficient and effective. I also ADORE the workflow options, their support team is AMAZING and if you have an update request - it sometimes feels like all you have to do is ask! Review collected by and hosted on G2.com.

We utilize QBO for our accounting software internally and the integration with Canopy isn't perfect. It works - but there are glitches. They're aware of them and based on our previous experience with how they address issues - I fully expect them to do everything they can to make that integration top knotch. Review collected by and hosted on G2.com.

Keeping documents safe for my Clients and myself is handled using encryption that is better than what most banks use. Having control over the organization of files makes retrieval far easier than physical copies in my filing cabinet. My Clients have access to their files whenever from wherever, as do I -- plus I can determine which files I am ready to show them. Review collected by and hosted on G2.com.

I am still waiting on integration with Drake Tax software, which could increase my efficiency in preparation for my Clients. Review collected by and hosted on G2.com.

The price is reasonable, and I like that I can add time and billing within the same platform. Customer support is friendly and very helpful. The onboarding and overall performance have been solid, and it feels like the team really listens to our requests. They also do a great job keeping us informed about new upgrades, and the webinars are very helpful. Overall, I really like the workflows. Review collected by and hosted on G2.com.

I would like to be able to print the client contact list so I can use it as my client sheet and also have my clients review it. There isn’t a lot that I don’t like about them overall; they’ve taken many of my suggestions and have made the changes. Review collected by and hosted on G2.com.