Having an all-in-one solution for many of the tasks needed to run a firm. Workflow, Billing, Document Storage, Communication in firm and with Clients. It is easy to use and navigate, Integrations help streamline workflow, support is very responsive. Pricing is very reasonable. The AI is supposed to be helpful and Performance is as expected. Review collected by and hosted on G2.com.

Occasional issues happen (to be expected). Changes at random times during the year. A set schedule to "Update" rather than random pushed updates that move things around or sometimes just break things. Their new Client Management migration was supposed to be easy and seamless, but it undid three years of data we had to rebuild (still are really)... They say it's for future features, not really sure the benefits outweigh the time it cost us. Sidebar details that are customized do not stay in any "fixed" place. A field may be near the top on one record and at the bottom of another based on information filled out. That is monumentally annoying. Review collected by and hosted on G2.com.

I love all the features that Canopy has that connect the portal and automate tasks. These features save time on repetitive tasks, allowing us to assign tasks to different employees, which helps the automated process and keeps track of all the work. It keeps employees on task and helps us stay organized so that nothing falls through the cracks. I also like that Canopy helps us keep track of where we're at in the process, increasing our capacity. Review collected by and hosted on G2.com.

I think Canopy is incredibly complex, and it takes a long time to learn the systems and all of the ins and outs of each feature, which can be overwhelming. The initial setup was not easy, and when we migrated our portal and all of our clients to Canopy, there was some process switching, and it was cumbersome for over a month. My clients could not access the new portal, although I think Canopy has already fixed this. Review collected by and hosted on G2.com.

I use Canopy as our practice management system, which is really helpful for workflow automation and has allowed us to cut our tech stack in half. Canopy solves the problem of constantly having to switch between different platforms by providing one source of truth where we can bill, store, and track everything. I like how modern the platform is; it feels built for this day and age and is very forward-thinking. The way Canopy lets us connect task templates to an engagement letter has been huge, creating tasks automatically as soon as a client signs. This eases the team's workload and cuts down on manual tasks. Canopy's focus on automation helps our professionals spend less time on repetitive tasks and more with clients. The initial setup was not bad at all, with Canopy University and webinars covering everything we needed to know. Also, I appreciate the simplicity of having an all-in-one platform. Review collected by and hosted on G2.com.

One area for improvement would be the ability to connect questionnaires or organizers to task templates. I'd like questionnaires to trigger automations and status updates, and to be able to send them automatically once an engagement letter is signed. I'd also mention some hesitation around AI usage, particularly with the new Canopy Coworker and AI questionnaire features. I'm hopeful these additions will prove worth the cost, but I'd like to see clearer value before fully committing to them. On the AI side, it seems like Canopy is aiming to become an all-in-one platform. My main hope is that pricing stays fair and reasonable for users as these features are rolled out, rather than becoming a significant added cost for capabilities we may only partially use. Review collected by and hosted on G2.com.

I appreciate the user-friendly interface and the helpful training modules. These features streamline our workflow, making it easier to manage tasks and maintain consistent communication with our clients throughout the year, not just during tax season.

The intuitive design allows us to quickly access essential tools and resources, which keeps us organized and efficient. With the training modules, our team can continuously improve our skills and stay up to date on best practices. This ongoing professional development translates into better service for our clients.

Additionally, the workflow system enables us to set reminders and follow-up tasks, ensuring that we reconnect with clients regularly. By making check-in calls or sending personalized updates throughout the year, we build stronger relationships and foster trust. This proactive approach helps us understand their evolving needs and offers opportunities for additional support, whether that’s planning for future taxes, discussing financial goals, or simply catching up on their current situation.

Ultimately, this consistent engagement not only enhances our client relationships but also positions us as a reliable partner in their financial journey, far beyond the pressures of tax season. Review collected by and hosted on G2.com.

One area I would like to see improved is the user interface. While Canopy has a lot of useful features, it can sometimes take several clicks to find what I'm looking for, especially when switching between payroll, HR, and time-off management. I would also like more flexibility with reporting, including easier customization and exporting. Some integrations could be more seamless to reduce manual work between systems. Performance is generally good, but occasionally pages load slowly when generating larger reports. I think additional AI-powered features, such as automatically identifying payroll discrepancies, PTO issues, or suggesting corrections, would also be valuable. Finally, while the onboarding process was straightforward, more in-app tutorials and guided walkthroughs for advanced features would make it easier for new users to learn everything Canopy has to offer. Review collected by and hosted on G2.com.

I use Canopy for our tax and accounting business as our main hub for everything, like task management, billing, notes, communication, and CRM. I like that it's very easy to use and to train people on. It's designed well for what it does, and they offer easy and consistent pricing. I appreciate the good support and knowledge base, which allow us to quickly resolve issues and enable our team to solve their own problems without having to ask another team member. The platform is very intuitive, making it easy to train both new and existing employees. Review collected by and hosted on G2.com.

The platform lacks AI features and automation. I think Canopy does most things well but nothing great, and it lacks customization. The tasks are currently very click-heavy, and I wish they could be more automated and dynamic. A kind of coworker that can complete tasks on your behalf, answer questions, and be an active assistant would be great. Also, while Canopy makes it easy to migrate client info and most files, the notes migration was a big lift. Review collected by and hosted on G2.com.

I like that Canopy has become our central practice management platform, effectively bringing our core functions like client relationships, workflow, document storage, and internal collaboration into one place. It has replaced multiple applications like Ignition & CPA Charge, Practice CS, File Cabinet, and Liscio, which has greatly simplified our workflow. I appreciate that Canopy provides a real-time status on various projects, which has improved workflow visibility. It's a single source of truth for our team, boosting efficiency, collaboration, and enhancing client services and communication. The setup was easy, and although there was a learning curve, the support staff has been great. Review collected by and hosted on G2.com.

We find that overall it has been great, but we feel that things that could improve are reporting and analytics, workflow flexibility integration with outside apps, and bulk management capabilities. Also, while getting set up was easy, the learning curve was a bit hard. Review collected by and hosted on G2.com.

I love the automated reminders in Canopy, which help us stay on top of clients without having to contact them manually, and I appreciate its secure portal for transferring information back and forth. I also like the organizers for gathering information. Canopy's interface is pretty intuitive to use. The secure portal for sharing documents and gathering information from clients is very useful because of the nature of the sensitive information we need, like PII. We use Canopy often for pulling tax transcripts for clients and providing updates on their amendments, so that feature is very useful as well, and the transcripts can be pulled on a schedule, which helps reduce the manual effort. Review collected by and hosted on G2.com.

We don't do billing through Canopy. Since we use QuickBooks Online for bookkeeping, we invoice through there, so that can get a little clunky having two dominant systems. Review collected by and hosted on G2.com.

I appreciate Canopy’s ability to consolidate all necessary elements in one place, which makes managing accounting tasks more streamlined. Its feature to allow viewing client work progress and tracking tasks efficiently is incredibly useful. The ease with which I can dive deep into various project details and have all my contacts organized in one convenient location is particularly beneficial. Additionally, Canopy’s robust set of tools, especially the file management component, stands out as a valuable asset for our firm’s needs. The support team from Canopy made the initial setup simple and smooth through a series of Zoom meetings, ensuring a seamless transition process. Review collected by and hosted on G2.com.

I find Canopy's email integration lacking, necessitating the use of an alternative email client, Missive, for better functionality within a team environment. Canopy could benefit from having a more robust email client integrated within the CRM. Review collected by and hosted on G2.com.

We've been using Canopy across our firm, and it has become one of the central tools in our day-to-day operations. As a growing firm with a high volume of tax, accounting, and advisory clients, having everything in one place has made a significant difference.

The client portal is one of our favorite features. It provides clients with a secure, easy-to-use location to upload documents, complete requests, sign engagement letters, pay invoices, and access prior tax returns. Having a single source of truth has greatly reduced email traffic and improved communication with our clients.

The workflow management tools have also been a huge benefit. We can track every engagement from start to finish, assign work across the team, create standardized processes, and quickly identify bottlenecks before they become issues. The visibility into our workload has helped us manage busy seasons much more effectively. Review collected by and hosted on G2.com.

Overall, Canopy has been a great platform for our firm, but like any software, there are areas where we'd love to see continued improvement.

One area with the greatest opportunity is the calendar and scheduling functionality. We'd love to see a more robust calendaring system that goes beyond basic event management. Features such as improved staff scheduling, workload visibility, recurring internal deadlines, appointment management, calendar overlays, and tighter integration with workflows and task due dates would make it easier to coordinate work across the firm. A more comprehensive scheduling experience would further reduce the need to rely on external calendar tools and help keep all firm operations within a single platform. Review collected by and hosted on G2.com.

I love using Canopy as our Firm's Client Portal because it helps us efficiently manage and streamline a variety of tasks, such as sending out engagements, assigning tasks internally, and handling client communications like tax questionnaires and document requests. Canopy has excellently resolved our challenges in task assignment, making it clear who is responsible for what within our team. The software's user-friendly nature is something I truly appreciate, making my experience smooth and easy. There are so many outstanding features in Canopy that enhance our productivity, and one feature I particularly love is the ability to pull transcripts directly from the IRS, especially since it supports bulk downloads when we have a POA on file. The initial setup was very straightforward and simple enough that our Admin staff could handle it with ease. Overall, the robust functionality and intuitive interfaces of Canopy make it a valuable tool for our practice, and I am highly likely to recommend it to others, rating it a perfect 10 on the recommendation scale. Review collected by and hosted on G2.com.

I find the Beta version of the questionnaires to be overly complicated and in need of simplification. Additionally, I am having difficulty integrating Canopy with Drake, which is not working as intended. Review collected by and hosted on G2.com.