# Compare Mango Practice Management vs Canopy 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Mango Practice Management and Canopy based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/147972-150647/Mango-Billing-vs-Canopy-Tax --- # Mango Practice Management vs Canopy Features and Cost Comparison Last updated May 20th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Mango Practice ManagementCanopy2/4 selected [Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/)[3.8 (60)](https://www.capterra.com/p/147972/Mango-Billing/reviews/) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) [## Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/)[3.8 (60)](https://www.capterra.com/p/147972/Mango-Billing/reviews/) Starting Price $35.00/month Value-for-Money 3.7 Functionality 3.6 Ease of Use 3.7 Customer Service 3.8 Reviews Sentiment WA MC CL Based on [60 reviews](#user-reviews) Positive 40 Neutral 8 Negative 12 [## Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting Price $22.00/month Value-for-Money 4.2 Functionality 4.3 Ease of Use 4.5 Customer Service 4.5 Reviews Sentiment Based on [286 reviews](#user-reviews) Positive 267 Neutral 9 Negative 10 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 28,776 reviews from document management software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology \--%Fit Missing features Not enough reviews Feature ratings Document Editing NA Secure Data Storage 4.8 Document Storage 3.7 Mobile Access \-- Email Management 5.0 \--%Fit Not enough reviews Feature ratings Document Editing \-- Secure Data Storage 4.8 Document Storage 4.8 Mobile Access \-- Email Management 2.0 User satisfaction User satisfaction 3.8 User reviews[60](https://www.capterra.com/p/147972/Mango-Billing/reviews/) Ease of use 3.7 Functionality 3.6 Value for money 3.7 Customer support 3.8 User satisfaction 4.5 User reviews[286](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Ease of use 4.5 Functionality 4.3 Value for money 4.2 Customer support 4.5 Price starts from Price starts from $35Per User, Per Month - Free version - Free trial Price starts from $22Per User, Per Month - Free version - Free trial Best for Best for Mango is built for accounting firms, tax professionals, bookkeepers, and CPA practices that need a unified system to manage workflows, client communication, billing, time tracking, and documents. Best for Canopy is suited for midsize accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform. ## User reviews Pros & cons WA Wade A. Customer Support Specialist > "MangoShare (Document Management part) offers a smooth way to share Portal access, file sharing, file requesting, and..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4868710) KF Keith F. President > "Mango is marketing as a software to help accountants and attorneys manage their practice but lacks the basic skills to do..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___6837986) MC Matt C. CPA > "The layout of separating billing, task management and client portal was good." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#SoftwareAdvice___6781604) MC Matt C. CPA > "In addition, the onboarding does not give you a good sense of how certain setup items affect billing. When we asked why..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#SoftwareAdvice___6781604) CL Charity L. Admin > "Clean simple look and appeared straightforward with lots of reporting and invoicing tools." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___6768805) KF Keith F. President > "The customer service is horrible, the deliverable is poor and all you get is a lot of promise with little results" [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___6837986) CM Cheryl M. Bookkeeper > "The file sharing/portal/digital signing features were also the main attractions when choosing this software, and after the..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4414561) MF Melissa F. office manager > "Such as report options/filters, invoice formatting and I miss being able to have multiple tabs open to look at different..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___5052340) KN Kathy N. Owner > "I am still relatively new to Mango, but am already seeing a difference in tracking task and workflow management." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___5022279) MC Matt C. CPA > "There were errors in the data that, after 4 months of trial and error, we found the problem. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#SoftwareAdvice___6781604) CP Cherie P. President > "There were minor fixes that tech support needed to correct and those were done mostly on time." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4908204) CL Charity L. Admin > "Performance errors, incorrect data, lack of assistance." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___6768805) EP Elizabeth P. Manager > "It is actually saving us money and increased our productivity." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4963945) JK James K. President > "If a client pays for 2 different client invoices online, it is early impossible to split the payments between both clients." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4964063) SS Shannon S. CPA > "Watching a few short videos we were able to set up our time and billing software easily, data was imported in from our tax..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2976994) MC Matt C. CPA > "Filters were hit and miss." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#SoftwareAdvice___6781604) SM Sean M. Partner, Senior Accountant > "We convey all of our tax return copies digitally through the Imaginetime Platform and feel secure that the end-to-end..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2943145) EG Eileen G. VP > "Inability to print reports for assigned users or randomly reports stop working." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4882215) CM Cheryl M. Bookkeeper > "We have been extremely happy with the integrated payment system, which is truly greatly improved our collections. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4414561) AW Athena W. Office Manager > "I often encounter errors in invoice formatting and calculating balances on the bottom line, and errors in client balances..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#SoftwareAdvice___4616042) TB THOMAS B. ACCOUNTANT > "Beyond the speed of the servers, it is useful and the clients use it more than other methods (one drive, google drive,..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2943619) HO Hunter O. Tax Accounting > "I can't sign in." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#SoftwareAdvice___6568177) RS RICHARD S. Trustee > "I was very impressed with the Tech Support. When we had a problem understanding how a procedure worked, your tech..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2983539) CP Cherie P. President > "It took support 4 months to get back to us about an import error that we experienced at the beginning of tax season. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4908204) CH Caryn H. Owner > "They are also very proactive when there are updates needed due to Microsoft glitches, and work around the clock to make..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___3366307) CM Cheryl M. Bookkeeper > "Sometimes when I mark projects as completed, somewhere in the back end, the system has not updated, so we'll get "past..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4414561) DB Debbie B. CPA Partner > "Ability to access program Online - WHEN Mango IS WORKING!" [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4522421) DB Debbie B. CPA Partner > "We sent reports we used from ImagineTime to the tech support in October 2022 and we STILL DO NOT HAVE a status of when..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4522421) AG AmandaBeret G. CEO > "We are at the time that mid summer we will either decided to go to the other software and have to retrain staff and..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2931050) DB Debbie B. CPA Partner > "Tech support/response has become slower (we waited 2 days to be able to print an invoice because the system was down)." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4522421) VR Verified Reviewer Owner > "It would be efficient, it would be easy to use one program instead of four. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#GetApp___4413806) TS Thomas S. OWNER > "A little more expenses than I'd prefer." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___5031244) JJ Julie J. V.P. > "We are more easily sharing information with clients , as all clients are different, and this allows flexibility. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2952957) AW Athena W. Office Manager > "Often, I will have to follow up to find out the updated status on an issue, and if I don't follow up, I just never hear..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#SoftwareAdvice___4616042) JJ Julie J. V.P. > "Ease of sending documents either through email or the portal has streamlined my ability to communicate with clients." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2952957) KH Kathleen H. Owner > "Simple problems - like incorrect totals on a billing report - take weeks to fix. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4612868) BD Breanna D. CFO > "I was able to share my screen and go through the setup and ask questions in real time." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2952984) DB Debbie B. CPA Partner > "Product is more expensive than ImagineTime, with less flexibility and reporting options." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4522421) SD Sheral D. Tax Manager > "The simplicity of the program to create a due date tracking report is effective." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2947478) AW Athena W. Office Manager > "We also tried the project management add-on and we found it lacking so we discontinued that when we renewed this year." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#SoftwareAdvice___4616042) CM Cheryl M. Bookkeeper > "Our experience has been extremely positive, and we absolutely made the right choice for our small (4-person) firm. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4414561) AW Athena W. Office Manager > "It's not the cheapest and we deal with too many hurdles to justify the price as a small business." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#SoftwareAdvice___4616042) BR Brenda R. Accounting Manager > "It is awesome to be able to get files quickly and securely from my clients without using email. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___3037279) DB Debbie B. CPA Partner > "We were told as of 12/31/2022 ImagineTime would no longer be supported, and therefore we HAD to switch to Mango." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4522421) SM Sean M. Partner, Senior Accountant > "We started using the digital signature option this year during tax season with relative success." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2943145) BR Brenda R. Accounting Manager > "I would like to be able to search for clients and get to their client settings (right now, we can only get to the client..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___3037279) CH Caryn H. Owner > "I have always felt like they are a small business where every single person you talk with actually cares that you're happy..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___3366307) CB Chris B. Owner > "Very frustrating" [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4882240) BD Breanna D. CFO > "ImagineTime has made it easy for me to move my business more online." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2952984) AW Athena W. Office Manager > "I have submitted many feature requests, but they haven't addressed or implemented any of them." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#SoftwareAdvice___4616042) RS Renee S. Managing Partner > "I Like the fact that I can send files securely. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2947370) NW Nani W. Bookkeeping/Office Manager > "they're going to say their working on it but then never tell you what the problem is and why it's taking so long." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4230589) SD Sheral D. Tax Manager > "The support is responsive and helpful when help and guidance is needed. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2947478) AW Athena W. Office Manager > "The person who was helping us implement it was clearly overwhelmed and was not great at communicating." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#SoftwareAdvice___4616042) GH Gloria H. Office Manager > "A majority of our clients like this time saving aspect." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2931272) NW Nani W. Bookkeeping/Office Manager > "ACH payments never worked fully." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4230589) TB THOMAS B. ACCOUNTANT > "Customer service has been excellent. And functionality updates have been appreciated." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2943619) NW Nani W. Bookkeeping/Office Manager > "Invoicing never worked fully." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4230589) CH Caryn H. Owner > "In 17 years I have never had anything but excellent technical support from Imaginetime, it is the number one reason I..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___3366307) AW Athena W. Office Manager > "The support that we do get is always friendly, but I have a feeling that the developer team is very understaffed." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#SoftwareAdvice___4616042) BD Breanna D. CFO > "This was very important to us as a tax filing service." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2952984) PS Patty S. President > "It is a shame, as the Program has a good feel to it, but Support so far has been abysmal." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#GetApp___4414821) RS RICHARD S. Trustee > "Ease of sending and receiving secure documents. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2983539) PS Patty S. President > "I don't have much experience, because Mango Support has been busy it seems." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#GetApp___4414821) TW Terry W. President > "I can get a pretty good picture of what is going on in my office. As we learn more about the features, I'm sure that I..." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2764790) NW Nani W. Bookkeeping/Office Manager > "Customer service never resolved our issues. AND BEST OF ALL." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4230589) BP Bill P. Chief Operating Officer > "Relatively easy to send confidential documents. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2932152) KH Kathleen H. Owner > "Almost all of these things are recent issues." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___4612868) SB Stephen B. President > "I like the staff time tracking and invoicing." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2537868) WJ William J. Owner > "Sometimes the icons in Outlook 2016 are not appearing. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2959438) RC Robert C. President > "Technical support has always been spot on and has resolved any issues we have faced." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2528602) RS Renee S. Managing Partner > "When adding client accounts I can not always add them the same way." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2947370) RC Robert C. President > "We really enjoy the features contained in the software. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2528602) MM Mark M. CPA > "Seems like many people who receive the files have the email go to spam." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2931074) RC Robert C. President > "The ease of backing up the data and the ease of the day-to-day use." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2528602) LS Lisa S. Accounting Associate > "I do not know if there is any training material/online for basic use??" [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2947230) MG MICHAEL G. Owner > "I would encourage anyone to use and/or switch to this product." [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2528672) LS Lisa S. Accounting Associate > "I did not select this software, I inherited it. " [See full review](https://www.capterra.com/p/147972/Mango-Billing/#Capterra___2947230) [View Reviews](https://www.capterra.com/p/147972/Mango-Billing/reviews/) AC Amanda C. Tecnical Services Administrator > "It made accessing all client info faster, saves us time with files, helped us standardize processes, cut out busy work and..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061441) LV Larissa V. Office manager > "That certain features aren't included like an appointment scheduler, or the ability to schedule Emails." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063679) AL Alina L. Owner > "It brings together client management, workflow tracking, document storage, and tax resolution tools into one centralized..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061528) VH Veronique H. Assistant > "I also don't like the fact that I cannot bulk assign tasks within the task area, only within the client list." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064692) NB Neal B. Office Manager > "Our clients like it because they can more readily communicate with the tax preparers, unload documents, review the tax..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7078810) CB Cortland B. Firm Owner > "That pricing approach feels archaic and outdated." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061361) AS Andrew S. Partner > "The value you get for having most of the tech deck all in one spot cannot be beat! Plus it is pretty intuitive and has..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363) AP Alicia P. COO > "Tried to get assistance requesting a phone call, however no one called me. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065848) SB Shari B. Firm Administrator and Staff Accountant > "This software really feels like it has been made for a small business but can grow with a company. If we didn't utilize..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783) RP Rachel P. Partner > "Customer Service has been hit or miss - sometimes very helpful and sometimes more frustrating." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488) MA Max A. CPA > "Canopy is an all-in-one solution for our client information, files, portal, and time & billing. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067782) CE Christina E. Partner > "Software was not really built for public accounting." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692) AS Andrew S. Partner > "I have worked at a large firm and clients much prefer using this for file sharing, making payments and having everything..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363) AK Abby K. Accounting Manager > "Also, mobile access could be smoother it's functional, but not great on the go." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#SoftwareAdvice___6851962) MA Mariela A. Office Manager > "Canopy gives us one clean, centralized place to manage client communication and tax workflow." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064790) CE Christina E. Partner > "Reporting has a lot to be desired. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692) JA Jassim A. Insurance coordinator > "Task management and client communication features reduce a lot of stress, and the system keeps everything organized without..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061364) CR Christine R. Founded CEO > "I wish there was better customer service ." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7069433) SG Sophie G. Partner > "The platform enables small businesses or solo practitioners to stay organized and operate with the efficiency of a larger..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7134217) GB Gabriel B. job cost manager > "Its a little slow sometimes but I am not sure if its our service." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6791156) JA Jassim A. Insurance coordinator > "Canopy unite all client information, files, and tasks into one place, which makes daily work much easier." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061364) TS Teresa S. Owner > "The cost of the product was too expensive for a small company." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6631016) NH Natalie H. Certified Accounting Paraprofessional > "The ability to securely share and receive files from clients is a game-changer!" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7072260) BM Brian M. CPA > "I personally feel that the e-signature process is a bit clunky, but that's probably just because I don't have much..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4362597) MA Mariela A. Office Manager > "From our side, it keeps us organized and compliant, and from the client’s side, it feels simple and professional, which is..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064790) AL Andrea L. Owner > "I will probably let go of the workflow module, though, when my subscription is up because there's a lack of collaboration..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4092622) SG Sophie G. Partner > "It has become an essential part of my daily operations and is especially well-suited for accounting and tax preparation work." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7134217) JO John O. CEO > "We can't add new payments, can't run old payments and we now don't see decline codes. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4799394) LS Lesley S. VP Operations > "The platform has improved efficiency across our firm and helped streamline key processes." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061894) JF Jayme F. Secretary > "That we did not know enough about how to get the reports we needed to keep up with how many returns we actually got out and..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385173) KS Kamila S. Tax Manager > "Canopy offers a very intuitive and well-organized platform that significantly improves workflow efficiency." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061404) AH Amy H. Enrolled Agent > "Recently the request transcript tool is not working when trying to request new updated transcripts." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4439535) GA Giselle A. Accounting Operations Specialist > "It’s modern and easy for clients to navigate, which makes the entire process smoother for our firm and our clients." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061365) AM Austin M. Principal > "That, and I found some of the automations (like engagement letters for example) were clunkier to use than those of..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3747550) DB Detra B. Business Administrator > "Sharing files and receiving signatures has been beneficial for our firm." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061373) Juventino G. Owner > "What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215689) TS Tomi S. Admin Manager IT > "The ability for the clients to have a portal is the best." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061480) SL Shelley L. Enrolled Agent > "We often receive incoming calls in which the name listed on the caller ID is not the name of the actual person. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4324695) KB Kalvin B. Tax Accountant > "We can just about complete our entire tax workflow and process through Canopy." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061369) JB Jessie B. President > "Small things, like I can lose track of tasks if I fail to assign them to someone." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4372385) VR Verified Reviewer Analyst > "Good for accounting and tax calculation needs for who want everything in one system. Once you get used to it, makes work..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7013073) RW Rachel W. CEO > "Also, the Calendar sync only uses my calendar not my shared calendars, so my staff doesn't see my schedule there" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3238178) CN Carrie N. Tax Administrative manager > "Love that we can do billing, client support, and workflows!" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7073856) TR Tina R. Tax Manager > "It doesn't have a client chat feature so organizing client correspondence by email can be somewhat difficult with the notes..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3239614) ML Melissa L. Owner > "We LOVE that Canopy brings all the information and documentation needed to one place." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063956) DV Daniel V. Attorney > "It just got too much to track and too expensive relative to other software providers." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3682021) KB Kalvin B. Tax Accountant > "Also, integrating different AI features to help ease the overall experience." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061369) JP Jamie P. Bookkeeper > "Time tracker is my least favorite as it's hard to remember to turn it off sometimes." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4371514) BB BRIANA B. Owner > "Sharing and requesting files with clients is amazing!" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065066) VR Verified Reviewer Tax Project Admin > "The Project Management Aspect point of view, tasks can be monitored, however, they are not represented in the best way to..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215647) AK Abby K. Accounting Manager > "What I liked most about Canopy is how much time it saves managing client documents and deadlines." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#SoftwareAdvice___6851962) SS Stephen S. CEO > "It is seemingly incomplete with a few things that seem to be easily fixable if they were given attention" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385217) LS Leonid S. Director of Tax Services > "Organization of files in Canopy are very reliable and easy to go back and retrieve anything you need. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7074328) VR Verified Reviewer CPA > "Setting up recurring tasks was challenging and I was unable to get it to work." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3820430) SB Shari B. Firm Administrator and Staff Accountant > "We really like that we can now access information from one "area" so to speak." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783) JS Julie S. Owner > "Some of the task templates are too detailed and my inbox gets loaded with emails I don’t want or need" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___2864346) GK Garrett K. Managing Member > "The ability to have tasks reoccur automatically is great!" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064800) AR Alison R. CEO > "This seems dumb and a waste of accounts, my and my team’s time, my money and the client perception and experience. If i as..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217403) ML Melissa L. Owner > "Managing work flow has never been easier with Canopy's intuitive tools." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063956) LC Larry C. Accounting Supervisor > "I can create customized lists, but I can't download the customized list. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3237724) ML Mike L. Tax Manager > "We are impressed by the continued improvements and features that have rolled out over the years and we look forward to..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061512) VR Verified Reviewer CPA > "Setting up tasks was more complicated than it needed to be." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3820430) AR Amy R. Owner > "Clients have no problems connecting to and using their Client Portal." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061422) MH Mary H. Office Manager > "Email search function is less than ideal/doesnt work at all from within a client." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3231813) PD Pat D. Senior Accountant > "Canopy is an excellent piece of software for accounting firms." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061372) AW Al W. Enrolled Agent > "Getting transcripts from the IRS using Canopy can be a challenge." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225157) RP Rachel P. Partner > "Overall its a decent product - price is comparable to other similar systems that integrate better though." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488) DB David B. Owner/Manager > "Moving actual data files has been an extremely slow process and has consumed many days of work." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217509) GA Giselle A. Accounting Operations Specialist > "It was the best move for our firm to make the switch to this system." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061365) AR Amanda R. Payroll and HR Lead > "Unable to change some titles of the saved folders" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215719) EJ Emma J. Administrative Specialist > "They are always coming out with new features as well and trying to be an all inclusive platform." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061366) NH Nicole H. Manager/Owner > "The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225096) CDG Carra-Danielle G. Office Admin. Facilities Operations > "Canopy is a wonderful central hub for team communication, company updates, and resources." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7044068) AT Audrey T. PRACTICE MANAGER > "Onboarding was a nightmare. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4494408) TS Tomi S. Admin Manager IT > "The transition was difficult but once we started using it more it has been easier to function in." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061480) TT Tino T. Accountant > "Customer service response time can be slow at times" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3262512) ML Mike L. Tax Manager > "Overall, we have been very impressed by canopy and it has helped us run more efficiently and smoothly as a firm." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061512) VR Verified Reviewer Owner > "Customer service always says leaves a message and then never calls back." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#GetApp___2979319) GT Gena T. Director of Compliance > "It's clean, intuitive, and easy for clients to upload and access documents." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061374) NH Nicole H. Manager/Owner > "I keep getting "Pull Failed". " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225096) [View Reviews](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) ## User interface 3.82 (60) 4.53 (286) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Access Controls/Permissions 207 Important Access Expiration Management 150 Important Activity Dashboard 120 Important Mango Practice Management 33/47 - Access Controls/Permissions - Access Expiration Management - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - Annotations - API - Approval Process Control - Archiving & Retention - Audit Trail - Collaboration Tools - Commenting/Notes - Compliance Tracking - Content Management - Customizable Branding - Customizable Templates - Data Import/Export - Document Automation - Document Capture - Document Classification - Document Editing - Document Generation - Document Review - Document Storage - Drag & Drop - Electronic Signature - Email Management - File Conversion - File Recovery - File Sharing - Forms Management - Full Text Search - Generative AI - Metadata Extraction - Mobile Access - Offline Access - Optical Character Recognition - Reporting & Statistics - Search/Filter - Secure Data Storage - SSL Security - Tagging - Task Management - Third-Party Integrations - Version Control - Workflow Management [See all features](https://www.capterra.com/p/147972/Mango-Billing/#features) Canopy Top features 44/47 - Access Controls/Permissions - Access Expiration Management - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - Annotations - API - Approval Process Control - Archiving & Retention - Audit Trail - Collaboration Tools - Commenting/Notes - Compliance Tracking - Content Management - Customizable Branding - Customizable Templates - Data Import/Export - Document Automation - Document Capture - Document Classification - Document Editing - Document Generation - Document Review - Document Storage - Drag & Drop - Electronic Signature - Email Management - File Conversion - File Recovery - File Sharing - Forms Management - Full Text Search - Generative AI - Metadata Extraction - Mobile Access - Offline Access - Optical Character Recognition - Reporting & Statistics - Search/Filter - Secure Data Storage - SSL Security - Tagging - Task Management - Third-Party Integrations - Version Control - Workflow Management [See all features](https://www.capterra.com/p/150647/Canopy-Tax/#features) ### Recognition Mango Practice Management is recognized as a top-rated tool in 2 Capterra Shortlist reports Canopy is recognized as a top-rated tool in 3 Capterra Shortlist reports ### Deployment & support Mango Practice Management Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Canopy Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Mango Practice Management - By ProfitSolv - Located in United States - Founded in Canopy - By Canopy - Located in United States - Founded in 2013 ## Popular Comparisons [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,447)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) $22/month Price $38/month 4.3 Features 4.3 4.5 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/150647-190778/Canopy-Tax-vs-QuickBooks-Online) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 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