# Page 11 | Canopy Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 11 - Is Canopy the right Accounting Practice Management solution for you? Explore 285 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/150647/Canopy-Tax/reviews

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Canopy

4.5 (285)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 11 - Reviews of Canopy

## Showing most helpful reviews

Showing 251-275 of 285 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

RP

Radhika P.  
President  
  
Used the software for: 6-12 months

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

April 27, 2018

5.0

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

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.

Review Source

CS

Connie S.  
Teacher  
Education Management  
Used the software for: 6-12 months

### "Canopy, communication made easy! "

April 12, 2019

5.0

My overall experience using Canopy has been enjoyable and thankful. I enjoy the security it offers in sending and receiving sensitive files. I am able to receive notices from my tax agent in real time and when out tax return was ready we were able to review our return without having to make an appointment with our agent.

Pros

What I liked most about using Canopy was how easy it was to navigate. It aliviated a lot of the busy work when communicating with our tax agent. We could upload a document immediately or in return revived a document waiting for us.

Cons

There wasn't anything I didn't like or appreciate about using Canopy.

Review Source

LSA

Liliana Sofia A.  
GED  
Marketing and Advertising  
Used the software for: I used a free trial

### "A revolutionary change in my accounting work!"

July 2, 2023

5.0

Integrating all the key functions of my business into a single platform has been a real game changer. I no longer have to switch between different programs and tools to carry out daily tasks like managing clients, documents, workflows, time, billing, email and more.

Pros

What I love the most is how this amazing accounting practice management suite has completely transformed my work. It has not only freed me from tedious and repetitive tasks, but it has given me a complete tool to manage and organize my accounting firm efficiently.

Cons

Sometimes the learning curve can be a bit steep being a comprehensive platform with so many functions and features it can take some time to get familiar with all the tools and settings.

Review Source

SS

Sharron S.  
Bookkeeper, tax preparer  
Accounting  
Used the software for: 6-12 months

### "Great for allowing your client access "

April 3, 2018

5.0

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

Review Source

Moira B.  
Business Management  
Accounting  
Used the software for: Less than 6 months

### "Canopy Review"

April 15, 2019

4.0

Pros

Canopy is a great tax utility for small businesses, it has all of the features that are needed and all of the documents required. Canopy makes organizing tax information with each client easy and all of it is in one place. Canopy promises quite a bit of new features as they update the software.

Cons

One thing that I am concerned about with Canopy is the price, it is pretty expensive to have especially for a small business.

Review Source

PA

Paul A.  
Solo Practitioner / Enrolled Agent  
Financial Services  
Used the software for: Less than 6 months

### "Good, but expecting more"

July 24, 2018

3.0

Client Portal should support working with non-local clients.

Pros

Client portal seems well-integrated and easy to use. E-mail integration was easy to set up. Alerts were easy to customize.

Cons

Import was not intuitive. Portal and client messaging covered in Canopy branding, not my branding. Tasks and engagements views are limited and not useful. Needs something more Kanban style. Navigation could be streamlined.

Review Source

Response from Canopy

October 31, 2018

Paul, thank you for your review of Canopy. We thought we would give you an update on one of our new releases, you can make everything your own brand in Canopy now! If you need help with this please reach out to our customer support team and they can hop on a call with you to help you navigate this new white label feature.

HG

Holly G.  
Payroll Manager  
Accounting  
Used the software for: Less than 6 months

### "Pulls internal workflow, documentmanagement and client integration together"

November 30, 2021

5.0

Pros

Creating unique or templated tasks easily, able to change/update on the fly; able to selectively assign documents to clients or users which allows for better security.

Cons

Email integration and templates still could use some work but is good as is.

Review Source

NJ

Nehemiah J.  
Attorney  
  
Used the software for: 1-2 years

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

April 10, 2018

5.0

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.

Review Source

VR

Verified Reviewer  
President  
Accounting  
Used the software for: 1-2 years

### "I like the transcripts, but the CRM is overpriced"

November 27, 2018

3.0

Pros

I think it's great that they offer the transcripts feature for free. It's helped me organize my clients a little bit.

Cons

The CRM is just too cost-prohibitive. There are better options out there for cheaper.

Review Source

BH

Brian H.  
Partner  
Financial Services  
Used the software for: Less than 6 months

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

May 29, 2018

5.0

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.

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.

Review Source

Michael R.  
Senior Tax Manager  
Accounting  
Used the software for: 6-12 months

### "Canopy has saved me time in ease of use in obtaining IRS transcripts."

June 27, 2018

4.0

Time savings.

Pros

Ability to save my clients power of attorney information so I can just refresh and pull a new transcript.

Cons

Sometimes it's not so user friendly. It's not always easy to perform some functions. I'll add a contact and the transcript pull might not work right away and they don't appear in my client list under transcripts.

Review Source

DS

Dee S.  
Accountant  
Accounting  
Used the software for: Less than 6 months

### "Tax Canopy file management"

December 7, 2022

4.0

Pros

The file management offered is excellent! Easy to set up, easy to use, easy to edit files.

Cons

Time reports need to be expanded - cannot get enough detail on basic reports

Review Source

FR

Filipe R.  
Engenheiro de Produto  
Automotive  
Used the software for: Less than 6 months

### "Opinião sobre Canopy"

March 16, 2023

4.0

Pros

Interface de usuário fácil de usar e intuitiva, os recursos integrados para analise de dados são bons e compatibilidade com outras plataformas.

Cons

Alguns problemas de desempenho, versões anteriores tiveram problemas de estabilidade e tenho colegas que preferem outras ferramentas e IDEs de programação em python

Review Source

JF

Julie F.  
Accountant  
  
Used the software for: 6-12 months

### "This is a great product!"

June 12, 2018

5.0

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.

Review Source

YA

Yvette A.  
Owner  
  
Used the software for: 1-2 years

### "I love the program."

March 23, 2018

5.0

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

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

Review Source

VR

Verified Reviewer  
Owner  
Accounting  
Used the software for: Less than 6 months

### "Canopy is great!"

September 10, 2018

5.0

Really great marketing to get people using the software should help the company grow and stay around longer. Growth will help them have better software!

Pros

I like canopy as it is easy to learn. The staff at Canopy is amazing...willing to help with anything. Great software, company is really trying to make the tax industry easier for tax professionals like myself.

Cons

I have yet to find something that I didn't like about the software, other than maybe the cost. But the cost is something that as a tax professional you get used to. Every year you have to pay fees to use the newest tax software/update.

Review Source

Jeffrey A C.  
President and CEO  
Accounting  
Used the software for: I used a free trial

### "Outstanding"

February 15, 2019

5.0

Pros

Such a great company with outstanding services and products! They also offer great education webinars of their company's product.

Cons

Nothing really seen as a cons of Canopy as they are a great company!

Review Source

TF

Terry F.  
Enrolled Agent  
  
Used the software for: 1-2 years

### "good stuff"

May 25, 2018

5.0

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.

Review Source

CD

Chandra D.  
CEO  
Financial Services  
Used the software for: 6-12 months

### "My experience using Canopy was superior! "

June 29, 2018

5.0

On stop shop database and communication source that serves all of my clients. I love being able to provide a private and secure ePortal to my clients!

Pros

Being able to automate my tax business services, clients create and securely login to their own accounts, and send mass emails with sheer ease!

Cons

Not being able to choose the financial institution/service for customer payments, like PayPal and/or Square.

Review Source

VR

Verified Reviewer  
Server  
Food & Beverages  
Used the software for: Less than 6 months

### "Great software "

August 24, 2022

4.0

Easy to use

Pros

Ease of use and lined up acgording to size

Cons

File categories are a bit unconventional

Review Source

DP

Deepti P.  
Senior Accountant  
Accounting  
Used the software for: 6-12 months

### "Great software for your tax needs!"

January 8, 2019

4.0

Great! I love it so far

Pros

Canopy is great for all small business needs

Cons

Needs to be more user friendly and tabs have to be clearly assigned

Review Source

CM

Colleen M.  
CPA, Owner  
Financial Services  
Used the software for: Less than 6 months

### "Software is very easy to use."

May 14, 2018

5.0

The ability to have all information in one place.

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.

Review Source

ES

EMERY S.  
CEO  
Accounting  
Used the software for: Less than 6 months

### "Product not yet ready for production."

December 29, 2018

1.0

I was told I could cancel within 30 days and get back my initial deposit. I sent a written cancellation in 20 days and told I would get a phone call. No one to speak to in customer service and I just received a charge for next months service. I think its a real product but smells like a scam. I just want to cancel and get refunded.

Pros

I was able to get 1 client report that was well organized. 5 other client attempts failed.

Cons

The program was not consistent in processing transcript requests. Better to do it for free through the IRS with less hassle.

Review Source

Response from Canopy

January 23, 2019

Hello Emery- We were able to check into your account and it looks like you were refunded. Have you been able to pull any transcripts with our Chrome extension? That should have fixed any bugs you were experiencing. Since Transcripts is free you do still have access to that feature.

VW

Vicki W.  
PRESIDENT  
Accounting  
Used the software for: Less than 6 months

### "Penn York Accounting Services Inc"

January 11, 2023

1.0

My experience was less than impressive, further I get so many sales calls even after repeatedly I am doing representation with Tax Helper Software

Pros

Canopy had the capacity of pulling transcripts one at a time, but Tax Helper Software will update all of my clients that have POA over night, 1600 client transcripts are pulled at that time

Cons

Not enough features compared to Tax Helper Software.

Review Source

KF

Kenneth F.  
Owner  
Accounting  
Used the software for: 6-12 months

### "a bit difficult putting it together"

February 15, 2019

4.0

A centralized place for tax resolution

Pros

the ability to pull transcripts without spending time on the IRS website and the CPE courses

Cons

there were aspects of what they offered which had little benefit to me

Review Source

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