Who Uses This Software?

Tax Professionals, Accountants, Tax Attorneys, Enrolled Agents


Average Ratings

65 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $99.00/month/user
    See pricing details
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • Canopy
  • www.canopytax.com/
  • Founded 2013
  • United States

About Canopy

Canopy creates tax software products with one purpose: to make tax life easier. Practice Management increases your workflow efficiency while improving client relationships with a client portal and advanced project management. Tax Resolution saves you hours on every case with auto-populated IRS forms and case outcome assistants. Canopys Transcripts Tool allows you to pull IRS transcripts in as little as two minutes. Take it for a test drive with a free trial (no credit card required).


Canopy Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • For Government
  • For Nonprofits
  • Fund Accounting
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Scenario Planning
  • Tax Filing
  • Tax Forms
  • Workflow Management

Canopy Reviews Recently Reviewed!


This is a great product!

Jun 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like the ease of pulling transcripts and the penalty abatement letters templates. The OIC is a very good tool as well. It allows me to input and change items with great ease.

Cons: I wish that there was a way to hide clients name and to search for names without all being listed. Sometimes I might have a client with me that I need Canopy and when I open it there is the list of names! I try to have it open and ready before they come in my office but sometimes that is not always possible.

Our office LOVES Canopy!!! We love how user friendly it is and they have great customer service!

Jun 11, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that it's so user friendly and the customer service is great! I love that they are always contacting us about new ideas to integrate into the program and they have implemented them.

Cons: The software is kind of pricey. As a small office, the cost is pricey, but we love the software so we pay it.

Overall: Canopy helped us streamline our process and allows our entire team to be in the know.

Easy, productive, useful

Jun 07, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Definitely the ease of adding and tracking clients, prospects, and COIs. Converting a prospect to a client is so simple too!

Cons: Creating my own custom workflow has been tedious since I don't really do tax controversy work. Creating calendar items for client reminders isn't my favorite.

Overall: An easy place to track my clients and prospects and archive our emails instead of having a million saved emails. Project tracking is also super helpful.

This software is my main hub for working and is allowing us to finally move to a paperless office.

Jun 03, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It has contact info on all people we do business with (clients, vendors, employees, etc). It allows us to store and org files in an easy to use format.

Cons: Setting up engagements, tasks and calendar/communications has been unusable for me; too disjointed from the hectic reality I deal with; though if it could be streamlined and integrated with the rest of my digital life, I would use these features! Specifically, we use a specific app for billings; would prefer to keep to that, but have Canopy pull the info from our billing app.

Overall: We're able to have easy access to all our clients, vendors, internal files, employees, etc - all in one easy to use format that is secure. We may never be 100% paperless due to regulatory requirements, but with Canopy, we can get as close to it as possible.

Capterra-loader

Great product extraordinary customer support!

May 30, 2018
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Integrated Form population - detailed client survey - transcript reports - assistant for innocent spouse and penalty abatement

Cons: no chronological record per client to record calls and history of actions taken - no integrated calendar per user per client integrated to a record showing actions taken - email is not very functional or user-friendly at this point.

Overall: In it's fully developed form this product would be second to none! At the moment we use the product primarily for form population and transcript reports.

So far so good.

May 30, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Canopy has helped our office become much more organized. We are absolutely loving the portal for our clients too.

Cons: I wish there were a way to track updates on tasks and a way for us to do our billing through canopy.

I have had an outstanding experience with Canopy!

May 30, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Helping me organize the data and correspondence of 200+ tax clients. I got hooked by the fact that it keeps copies of all my email correspondence. But the biggest surprise was all the positive feedback I received from my clients about how easy it was to use, especially the file uploading. I had a previous product that was a complete nightmare. Around 40% of the clients who tried using it were unable to. Working on taxes brings up a lot of anxiety in people so anything I can do to make the experience smoother goes a long way. Having a reliable, user-friendly product to offer my clients feels GREAT!

Cons: Annual subscription fee that will likely increase as the product is continually enhanced. It's also a little hard to organize the accounts of married couples. They file a joint return so in many respects only need one account. But I like to correspond with both spouses and I haven't figured out a way to do that within one account. If I made one spouse's account inactive, it also deactivates their email address so I'm unable to correspond with them.

Overall: Client satisfaction, reliable (and hopefully secure!) file-sharing. Potential to have a more efficient tax practice. I feel like i didn't have time to dive in to all feature fully during tax season, but hope to spend some time this Fall tinkering with the software.

Canopy has enabled us to centralize our client management and greatly improve communication

May 29, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The ability to have all of the client communications and documents stored in one place. Prior to using Canopy, we had a separate email system, document transfer system, and CRM. Now, they are all integrated and all team members can quickly access them.

Cons: We would really like it to work more from a project planning perspective. It is a little difficult to enter tasks and then use the entries to estimate the amount of time required to complete them.

Overall: We have greatly improved our communications and efficiency. If someone is not available, another staff member can go through the client file and answer questions.

Capterra-loader

The people at Canopy and their products have been phenomenal to work with.

May 29, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the ease of integration between things, especially with the Firm Management and client management modules.

Cons: They are not quite working with iPads or other iOS yet. That would be very helpful to me and my clients.

Overall: better client management and organization
less time looking for client correspondence
better "to do" lists
easier form filling
fantastic customer support
a new job

INCREDIBLE, AMAZING

May 25, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: HELPED ME STREAMLINE PROCESSES AND ENHANCE COMMUNICATION WITH CLIENTS. I AM NO ABLE TO ONBOARD NEW CLIENTS IN UNDER AN HOUR AND SET UP NEW LEGAL ENTITIES IN LESS THAN A WEEK.

Cons: WOULD LIKE FOR CLIENTS TO BE ABLE TO SEE WORKFLOWS TO UNDERSTAND PROJECT STATUSES AND SUPPORT REQUEST CHANNEL FOR CLIENTS TO LOG SUPPORT REQUESTS.

good stuff

May 25, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Its user friendly. Processing forms is very easy. We use the notes sections for communication time lines

Cons: Would be nice to have an app on my Iphone for mobile access. Comes in handy when you're away from your office and don't want to pull out your laptop.

Canopy has simplified the resolution process saving me time.

May 24, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The three areas that I use the most are the 433A, OIC and quick access to transcripts. The combination of these three functions allows me to quickly evaluate a clients resolution options. This also creates for me an overview allowing me to better focus on what I need to so that I can more quickly get a handle on the problem and address it with both the IRS and the client.

Cons: When I first learned about Canopy my understanding was that they were specializing in "tax resolution" and concentrating on that area. It appears that they are now broadening their market. I understand why they would want to do this but often newer businesses start to expand or move away from what they did best and water down or slow developing their original product. I fear that Canopy is doing just that and there original product will suffer.

Overall: This product is necessary for me on a daily basis. I benefit from many of it's features.

We like the program, don't feel we're using it to its fullest potential.

May 24, 2018
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Clients LOVE the fact they can upload and download data securely. I like that I can have clients review returns and other work before we finalize.

Cons: It's not intuitive and requires tutorials. We have some duplicate contacts because we weren't checking before we entered the client a second time and you can't "merge" a contact. Need to figure out the To Do list function.

Overall: Saves a lot of time figuring out who has uploaded or downloaded what, when. Saves time looking through emails for uploaded client documents. Saves time looking for a specific client's documents.

Great program for helping clients with their tax issues.

May 17, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The program has improved over time to get the information of clients tax issues as quickly and accurately as possible.

Cons: The con is more to do with the IRS and the security issues. There is a learning curve with the program.

When I have issues with functionality, the customer support team are quick to address.

May 15, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to have so much information in one place. The client's ability to access Canopy has been very helpful, especially during tax season.

Cons: I believe the search function could be set up to allow a more refined search with more options to search from.

Overall: Allows staff to access needed information regarding clients at any location.

The screen is very hard to read at times and I cannot see where to type in responses.

May 14, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The ease of sending/receiving data from clients and the transcript retrieval process makes gathering multiple transcripts a breeze. Also, when clients get the surveys to fill in the forms, it's a beautiful thing.

Cons: The screen font and I still can't find how to resend an invitation to a client for the portal. I have told customer support multiple times about the screen font, but no one seems to care. Honestly, customer support is the lowest on my list with this software. It's difficult to get answers and then when I get someone, they tell me no one has every reported that before. Even though I have reported it before.

Overall: Quick transmittal retrieval and forms filled out quickly.

Software is very easy to use.

May 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that I can keep all of my clients information in one place and any correspondence is captured, whether it is from me or one of my employees.

Cons: I would like to have the ability to send mass text messages as well as a place to put pictures of my clients and their family members.

Overall: The ability to have all information in one place.

It's a great piece of software that is continually striving to be better!

May 11, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The ability to organize my contact information and data, as well as share documents with my clients.

Cons: I wish that the document sharing worked more like a dropbox where you could edit the documents and not have to download and then reload. I would also love to see an app on the apple and android platforms.

Overall: Organization of contacts, data, and sharing of information with clients securely.

Powerful tax tool

May 11, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is project oriented, easy to learn,and meets many relevant needs as a tax professional. It is also constantly evolving.

Cons: I can't find a fault. It is great and I highly recommend its use as a tax professional. Initially phone support was limited but that has since changed. I have been able to get live assistance every time I have called in the past 6 months or so and they are very helpful and professional.

Overall: It is such a robust program. It combines a number of other software programs into one and then some. I love being able to see where I left off on a particular client request. It keeps me organized and provides great documetation. I am also going to be using the transcript service once I figure it out. And I suspect that I will be purchasing the audit resolution package soon too. Many benefits to using this software.

I love the one-step way to get ALL the transcripts and information about a client.

May 11, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I really like how easy it is to use. I also like not having to go out and separately log into the IRS site.

Cons: The only con is not enough information when a transcript can't be pulled. And if you could convince IRS to let you set up a way for us to electronically submit POA that would be wonderful!

Overall: Not spending an hour waiting on IRS on the phone; getting everything in one fell swoop on a client.

I really like the software's ease of use; and my staff loves it!

May 10, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The fact that even some of my least tech saavy clients can use this software. Also, the transcript feature is worth its weight in gold! I almost never have to use the very frustrating and non-user friendly IRS site, which is a real time saver for my staff and I.

Cons: I would say the cost; it is a bit prohibitive, but it does save me quite a bit of time so that might be a good tradeoff.

My experience has been great, able to get answers to questions quickly.

May 10, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: It's easy to use, and support is available when I needed them. It's a new services that I feels will help grow my business.

Cons: Tax transcripts takes longer to get than what I expected. Didn't understand the process at first about pulling transcripts, I thought that they could be pull and retrieve within two minutes and that not the case.

Canopy is an incredibly useful tool; a must-have for any tax professional.

May 04, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I am using the free service to obtain IRS Transcripts and run reports, and as everything is web-based there is nothing to install.

Cons: For the free service, there is apparently no support. So if there is a problem that you can't resolve, you have to do something else.

Great tool for managing client tasks

May 03, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like being able to assign tasks and monitor them. I like how easy it is to use for our clients. They have very little trouble navigating the site.

Cons: There are not a lot of things that I don't like about the software. Sometimes, this is not a frequent event, it doesn't allow me to edit an existing invoice, but once I refresh, the issue is taken care of.

Great experience.

May 01, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Pro:
1- Task for tracking returns
2- Mass emails to email clients or client by their tag
3- Tags for clients so I can group them

Cons: Con
1- Wish there was an option to extend in tasks instead of changing the date and then having to rechange the date when it is rolled to the next year
2- More editing options when you mass email. You can not add photos or change font.

Capterra-loader

Canopy is extremely functional having secure portal, workflow & tax controversy resolution abilities

Apr 30, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.

Cons: Cannot identify a spouse as an interested party - which is helpful with kids' portal when the entire family has to file separate returns.

Software really helped to simplify the tax season for me.

Apr 30, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ability to have a real database of clients. Ability to collect fees through Stripe integration with Canopy. Great to send out single email communications. Most importantly is the client portal, that was incredible and saved a huge amount of time for document transfer.

Cons: Mass mail feature did not work well. I chose to integrate with Google and most of my messages were instantly rejected by Google. I had to go to Mail Chimp. Integration with that platform might be nice.

Overall: Establishment of client database, transfer of files/documents through the portal and the integrated Stripe support for collecting credit card payments.

Files were in order and easy both for my clients and myself.

Apr 27, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Avoid emails. Security. Ease of use and user friendly. Helps so much in sending the documents to clients. Avoids repeated requests for the same documents.

Cons: As a first time user, it took some time to get used to the system. Client's invitation expire and keep asking for the invitation again and again.

Overall: Saves time in mailing the documents and Security and storage are very helpful.

Had the software for a few years it manages our whole practice.

Apr 27, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Does many things very well. Love the e-sign option. Love the enhanced search by phone and email, billing has been very helpful, wonderful team, love this is cloud based.

Cons: Canopy undertakes a huge responsibility in providing so much for its users. However, there is some room for improvement. The transcripts are not reliable; the email feature doens't always stay connected and isn't reliable,mobile usage is hard for practitioner and client. Many things have been greatly improved upon. I would love to be able to brand my invoices with color and logo. How can we get clien'ts to sign in sometimes they never sign in and that a shame.

Overall: practice managment

Capterra-loader

Canopy takes the headaches out of client management by offering a way to keep client info organized.

Apr 27, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: That all client info, files, communication, notes, and tasks are in one application. It has helped eliminate the need to jump around from application to application to find the info I need to manage all my clients accounts.

Cons: The task feature can use some updates in simplification and added features. I still prefer Jetpack Workflow to help manage my tasks until Canopy improves this feature. I also get frustrated that there isn't a way to simply email a file stored in Canopy to a client that maybe isn't using the portal feature, rather than downloading and adding to an email as an atachment,

Overall: Improved practice management and time management. As well as a simple way for clients to securely share their files with me.

I love working with canopy, it gives me the peace of mind that my clients information is kept secure

Apr 26, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Convenience for both my clients and my practice. Saves time!
We serve clients living far away and I would like to make sure they have an easy and especially secure way to upload their information to us.

Cons: Not everyone was able to open their invite right away and then it was expired....
I would also love to have an appointment and review link to my website/google my business link added to make it even easier to set up appointments.

Capterra-loader

As a tax professional with various types of clients I love it all in one place

Apr 10, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The creators and tech support of this program are responsive to the end users requests and the site is updated, the tech support amazing, and until they get a feature installed, will help you with a work around to use in the mean time.

Cons: That I cannot print lists easily, that clients cannot fill out their own portal information, and most importantly, that I cannot due my clients regular income taxes here thereby having all the important information saved in place.

Overall: Having a secure portal and most of my client tax information in one place.

The Canopy Software has streamlined and organized my practice. A time saver. Time is money!

Apr 09, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The software is simple, user friendly, and cloud-based. It combines both practice and process management.

Cons: It would be great if there was a single case offering. That is a cost to use on a case by case basis. Hopefully the developers are considering an App.

This is a great help with OICs

Apr 09, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Like how the software does everything needed to file OICs; like that the surveys get sent easily to clients and get notified that the survey is done

Cons: I've had trouble using the transcripts feature - possibly user error. Found it somewhat easier to call IRS and get the transcripts

I love that we can have all of our representation clients in one place.

Apr 09, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Organizing clients and keeping their data in one place, getting transcripts. Having a spouse as a new client yet could be within one client.

Cons: No alerts or ways to ensure we can create a calendar to keep track of deadlines. This would help us to make sure we will not miss any deadlines.

Canva has most definitely allowed me to streamline my tax business!

Apr 09, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that I have the ability to not only keep all my tax clients separate, but I can invoice and open up the application and work anywhere there's an internet connection!

Cons: One of the biggest cons I have is the inability to send out and have engagement letters digitally signed. The only thing would be to the interface, allow the user to hide some of the details when using the interface.

Overall: Streamline and mobility

Canopy has become the centerpiece of our office workflow.

Apr 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The tax representation features have drastically reduced our time required to analyze and respond to IRS issues on behalf of our clients.

Cons: I would like to have more features that allow me to make mass edits or additions to contacts. We have a small practice but over 500 contacts in the software and making changes can be a chore that requires a large time commitment from admin staff.

Canopy is user friendly, robust, and agile. I love it.

Apr 06, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The CRM component lets you take notes, update client work papers. The software also make it easy for clients to upload documents and files. Pulling clients transcripts is also a plus. This cuts out a lot of phone time waiting for the IRS to respond. Overall, it is a very good product.

Cons: I really don't have a con. This software is exceptional. I would like for some of the subject matter expect be a better t more knowledgeable in IRS procedures.

I have had a good experience using Canopy. The website functionality has been very good.

Apr 05, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: I like the ability to produce documents that are ready to deliver to clients or the IRS once I have completed the required forms. Additionally, I like the ability to make changes without having to reproduce documents. The link that can be sent directly to clients for data input has been very helpful. Having tax transcripts that are readily accessible on my desktop is a very important feature.

Cons: I think that the software should include a feature that will allow you download transcripts overnight. I think the software would be enhanced if some of the additional features that follow are included in the software: Case Diagnostics, Fee Calculator, Searchable IRS Manual and IRS Contact List. It would be very helpful if other users within the same office could utilize Canopy at some add on rate or multiple user environment. Some of the tax resolution practitioners are part of small office environments. It would be good to have a product that could better fit the needs of the smaller office environments. T

Capterra-loader

Makes dealing with the IRS much easier!

Apr 04, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.

Cons: Not so much a con, as much as anticipation for all the new options that are coming. They promised state forms when I bought and they delivered. I know when they say new options will be available, they will be delivered. Great upstart!

Overall: Organization in tax resolution

Capterra-loader

Excellent

Apr 04, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Like how I can do everything in one software - all the forms, poas, etc in one engagement. Love the software.

Cons: The task system is still clunky. I understand the update, but I really like the simplicity in the orignal task system.

This helps my clients and me stay organized and communicate more effectively.

Apr 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It speeds up the exchange of information with my clients and makes it easy to review the information with my clients and update the information as needed. It also keeps things well organized.

Cons: It has no capacity to deal with the State of Minnesota, beyond preparing a REV184 (POA). I realize there may not be enough use in Minnesota to justify the investment of developing that capacity, but it would be nice.

We all love the program! It has kept us better organized! It's so easy to use!

Apr 04, 2018
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The visible and not visible feature for files is a great feature because they are certain documents that the client doesn't need to see but are important for internal use. The task feature keeps us organized and we know exactly the status of each client. We are still learning Canopy capabilities and features.

Cons: Be able to move files from one client portal to another. We numerous clients whom keep uploading to the wrong portal because they have access to their individual and entity. I spend a lot of time downloading each file, saving it to me desktop and then dragging it over to the proper client portal. Not being able to delete a task from the client portal. If two people are in the same client portal and someone deletes and uploads a document we noticed that the client portal gets all discombobulated. Being able to print from the engagement feature conversations or files that were either uploaded from the client.

Overall: Canopy is easy and secure program to use to communicate with our clients. The uploading, tasks and engagement feature is used on a daily base in our office. I also, like the fact that we upload files in Canopy and make them visible or non-visible to our clients.

Canopy is to be loved.

Apr 03, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Overall functionality and ease of navigation. Bonus points for cool GUI and branding. The Customer Support staff is absolutely outstanding.

Cons: The billing section needs a lot of work. Need to be able to automatically run batches of clients on a monthly basis. I know this is being addressed but it's still an issue for us.

Overall: Client file organization and communication system all in one software. All tax forms and ease of editing client files... it's great.

This website has optimized our client communication faster than any other avenue.

Apr 03, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We appreciate the ability to communicate with our clientele virtual through a multitude of platforms on Canopy, all precisely engineered to accommodate our desires.

Cons: The only opposition to Canopy would be that because of its many unique features it may seem complicated at face value, but it is nothing more complicated than an email.

Great for allowing your client access

Apr 03, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: The fact that my clients can access their tax returns and other tax forms as often as they like without me having to email to them over and over again.

Cons: Nothing at this time, I have found nothing about the software that I don't really love. My client seem to like the ideal that they can access their document any time the want

I've only used Canopy Tax for a few months so I haven't used it to its full potential yet

Apr 01, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The ease of uploading and downloading documents. Email sent to notify that client has uploaded files or paid invoice

Cons: My clients have informed me that they don't like the idea of not being able to see and confirm that the documents they upload can not be seen until I've downloaded them.

Canopy is flexible and user friendly. Great for practice management and CRM for other areas.

Mar 26, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the syncing of email communications which makes keeping track of information in same area even better.

Cons: The main contact screen where clients and prospects are listed is limited. When scrolling toward bottom of the list (i.e., after R's, I have to click "more clients" to reveal remaining clients). When returning to the upper part of list (i.e. A's) it returns back to limited view.

Overall: Better organization and tracking of information in the same area. This is a great time saver especially when dealing with sensitive data and updating efficiently as things need to change.

Capterra-loader

very helpful in pulling information for client support

Mar 24, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Convenience of extracting info from IRS website in a concise manner and the ability to see a lot of information as once

Cons: very expensive for the value received and seems limited in its functionality for the price. It appears that it is designed to offer more practice management functionality but it seems once I paid for it, the support to train how to use it disappeared. No phone calls, just pop up messages. Very lazy marketing strategy.

Overall: The ability to extract and retain information related to client tax information for multiple years in one concise manner.

I love the program.

Mar 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of the usage of the program. The appearance of the program. The eagerness of the staff to help you learn.

Cons: Paying for it...lol...I have no cons about the program. I truly love it. I would love to be on the board to make recommendations to the program...since I am a user

Overall: The ease of filling the forms and the process of each engagement.

I love Canopy but I wish there were some other functionalites .

Mar 22, 2018
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Client portals (wonderful). Help with Tax Resolution!!!! I love being able to send client request. Completing forms within the system is very helpful.

Cons: I would like to be able to make customized surveys (like for tax prep, etc).
Other payment methods (like Square) would be good too.

Overall: Saves time. Clients love it.

Great software, and the company is very good about ongoing development!

Mar 20, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very efficient, and for the most part, easy to use. I really like that the company is very responsive to issues, and seem to be in a constant state of improvement. There are new features that I haven't had time to use, but just knowing their there helps me plan for future use of those functions.

Cons: The font is very dim. I'd like more contrast between the different fonts to make navigation and other functions a little easier. I consider this fairly minor, as the other aspects of the software lend themselves to ease of use.

Overall: Time savings, efficiency and clarity of reports. Completeness of the reports, and a very professional presentation of the information. For example, when we present the results of a transcript pull, our clients feel we've done something very personal for them, and this helps our "word of mouth" advertising. I really like being able to do everything in one place. There are no separate programs to use, it's basically an all-in-one solution.

Canopy has been a great resource for my accounting firm.

Mar 20, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I love the intuitiveness of the product and the user interface on both my end and my client's. I use the product on a continuous basis and it has turned out to be a precious timesaver for my firm.

Cons: I wish the ability to update clients was a little smoother. The initial bulk import was smooth, but now there are several more needing to be added. The process does not seem as smooth to update the list.

Outstanding software that keeps getting better and better!

Mar 09, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Clients love that they have 24/7 access to their files. We have saved on paper and toner costs. Having all our client information in one place is incredibly valuable. Engagements keep you focused on what you need to do and makes things less likely to fall through the cracks. The integration with gmail makes tracking/finding email conversations easy! Absolutely can't imagine not having this software.

Cons: There are only a few minor issues that I know Canopy will fix as they learn from their customers. I can make suggestions and I know that they will address these requests in future versions of the software:
1. Mobile Access is not perfect. An app would be great. Some screens just don't show up on my iPhone.
2. Tasks take way too long to create. I think it could be easier to create tasks.
3. Inability to print notes
4. Search engine is limited. It would be better to be able to search for partial names. Currently you need to really know the name of the person you are looking for. I have a business client who I can't search for the name of his business or DBA.

Overall: It's an excellent client database and portal.

Great idea but new features are diluting the original purpose.

Mar 07, 2018
5/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I love the guides that walk the user through the steps needed to solve a tax problem. I consider myself experienced in this field of work, but as a solo practicioner, the added "review" by the program boosts my confidence. I always want to make sure that I've done everything I can for my client.

Cons: Price and UI. The price is a lot more than I'm willing to pay. I have chosen a comparable solution for half the price. Although I would have justified the price if the UI worked for me. I don't like how navigation works. Navigation is not logical to me.

I know plenty of my peers who use Canopy and LOVE it. It just comes down to personal preference...which is why I love that they have a hands on free demo. I personally think that everyone who specializes in tax resolution should try this software out. It's a great solution. Just not for me.

Overall: Love the idea of it, but as the features expand, it is becoming a general accounting/tax practice software vs the initial intent of tax resolution only. I think the new features are great for full service firms, but for those who specialize only in tax resolution, the new extra features are not as necessary.

Streamlined tax resolution software makes collections a breeze!

Mar 04, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love that this software is so easy to use and intuitive. It pulls information from the client survey into all the necessary forms, drastically cutting down the time it takes to work resolution cases. The clients can even be invited to fill out parts of the survey themselves!

Cons: The state functionality is still somewhat limited. I would also really love the addition of engagement letter formatting in the program as well.

Overall: It makes tax resolution faster, easier, more accurate, and more efficient.

Capterra-loader

Time saver

Mar 02, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I use this product to communicate with clients, organize files, manage time. Great for client to go to their portal and access files without having to communicate with my company

Cons: The mobile compatibility not efficient. No app. Mobile and iPod web is not ease to use. Needs to be more convenient for my clients and myself on the go.

I really have loved bringing the practice to Canopy.

Mar 02, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the communication feature that connects everyone's correspondence with all clients. That has deemed to be more useful than I originally thought. Also, being able to store information on all of our clients in one easy to use place has been great. The client portal is amazing and easy to use.

Cons: When trying to complete things it will often have apologetic issues, like "sorry we are having trouble at the moment". Tasks should work more like engagements. Also, the alphabetic order of things is not exactly alphabetic and no one can seem to make sense of that for me but as our cient list grew the search tool is now the go-to for finding clients so it doesn't cause much of a hassle it is just a little odd.

Overall: Client portal, shared communications, all client info in one easy to use place.

Easy to use

Mar 01, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: My clients are finding it easy to login and transfer files to me, my staff is able to find phone numbers all in one place, and I can find transcripts quickly.

Cons: Removing things is not always intuitive, especially from the to-do list; I occasionally have had problems getting transcripts and not sure if that is on the e-service side or Canopy's

Overall: Transcripts in one place and easy to print (the versions from IRS are not); contact info all together with easy clicks between companies and stakeholders

Capterra-loader

Terrible. Sold a product that was not nearly as functional as they purported

Feb 14, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: Left after 30 days. The sales team is efficient. Not so much the implementation team after the contract is signed.

Cons: They held me to a annual subscription because I missed the trial period deadline due to their scheduling mix ups regarding training. Feels like a trap to get a full year from me. Email me for a personal review

Vendor Response

by Canopy on February 22, 2018

Hi Dan! We are sorry to hear about your negative experience. All of our customers agree to an annual subscription by signing a terms of service agreement at the time of purchase. It looks like you have been corresponding with our customer success team. They are happy to continue to work with you so that you can get the most out of your subscription.

Robust office management tool that is consistently rolling out new features and improving product.

Feb 08, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love that is product is a one stop area for many of my daily management duties. I can see what tasks my team members have been assigned and how far along they are in the processes.

Cons: I would like a couple of reports to have more customization. The ability to place signature fields and check boxes on PDFs would be great.

Overall: I am able to view my team and company status on a variety of indices easily. As new features roll out I have been able to reduce my reliance on other software solutions.

EASY TO USE, BUT LACKS SOME FEATURES LISTED BELOW

Jan 11, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: MODERN DESIGN, EASY-TO-USE, CLOUD-BASED SOFTWARE, BRANDING, TEMPLATE LETTERS FOR GENERIC IRS RESPONSE LETTERS, GREAT WEBSITE AND LAYOUT

Cons: THERE WERE A FEW TOO MANY SALESMAN PUSHING THE PRODUCT TOO AGGRESSIVELY BEFORE I HAD TIME TO DECIDE IF IT WAS SOMETHING I WANT. I PURCHASED, BUT REALIZED I ULTIMATELY PREFERRED THE "SUGGESTED PRICING OF SERVICES" FEATURE FROM PITBULL TAX OVER CANOPY.

Love this new software app!

Dec 12, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: It helps me to do a variety of functions all in one software. I am eliminating 4 separate programs so I can do everything in one place. Makes my job easier and more efficient. Plus I am saving money a month in fees!

Overall: Saving time, money and peace of mind! It does take some time to get everything integrated. But the savings in time and money is well worth it.

Gone with the hour long phone calls to the IRS

Nov 07, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: I can get IRS transcripts with ease and not have to sit on hold with an IRS agent. It's as simple as get a POA, submit it, make a request for transcripts and a few days later, there they are!

Cons: It can sometimes be difficult to navigate. I find it hard to print transcripts when I want to. But overall, it's somewhat self-explanatory.

Overall: Ease of retrieval of transcripts from the IRS.

New Customer

Feb 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use.

Overall: I am exceptionally pleased with my use of Canopy software. It has made completing, reviewing, and updating offer in compromises for the IRS easier. I also love the look of the reports produced by the tranacript delivery system.