Best Software for 2025 is now live!
View the Winners
  1. Início
  2. Canopy
Product Avatar Image

Canopy

Mostrar detalhamento de classificação
4.6 de 5 estrelas
436 avaliações
  • Perfis 2
  • Categorias 4
Classificação média por estrelas
4.6
Atendendo clientes desde
2014

Profile Name

Star Rating

351
63
14
5
7

Canopy Reviews

Review Filters
Profile Name
Star Rating
351
63
14
5
7
Chris F.
CF
Chris F.
Managing Member at Freeman Business Solutions, LLC
02/18/2025
Avaliador validado
Fonte da Revisão: Convite de Vendedor
Revisão Incentivada

Very Pleased with Features

|Canopy
It was built with the accountant in mind. Being able to automate client reminders has been amazing. It's always been easy to send a request via email. The harder part is tracking all of those requests. Canopy makes this easy to do and my client response time has improved. I also received exceptional support with an issue I had, which was a huge deciding factor. I was not waiting on a support email response. They were actively engaging with me within chat support. The initial rep that gave me the demo was wonderful as well!
Jordan S.
JS
Jordan S.
Tax Compliance, Accounting, Planning & Consulting
02/15/2025
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Convite de Vendedor
Revisão Incentivada

One-stop platform for all your needs!

|Canopy
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.
Mary R.
MR
Mary R.
02/13/2025
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Convite de Vendedor
Revisão Incentivada

Amazing Program

|Canopy
Keeping myself & my team with tasks & updates so we are easily able to keep our workflow aligned without inundating our emails. Communications with clients are easier too. The onboarding videos assisted us to get set up. When we have needed assistance Customer Support was wonderful & took care of things right away. We had an easy setup & we all use Canopy daily.

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

Ano de Fundação
2014