--- title: "Page 4 | Canopy Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Page 4 - Is Canopy the right Accounting Practice Management solution for you? Explore 286 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/150647/Canopy-Tax/reviews/?page=4" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- Canopy 4.5 (290) [View alternatives](https://www.capterra.com/p/150647/Canopy-Tax/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 19th, 2026 # Page 4 - Reviews of Canopy ## Showing most helpful reviews Showing 76-100 of 290 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SL Shelley L. Enrolled Agent Used the software for: 3-5 years ### "Best Tax Resolution Software Out There!" December 8, 2022 5.0 Love Canopy and can't imagine doing our jobs without it!! The support staff is outstanding both via chat and calling in. They have been open to new ideas, are positive and almost always help us to solve our problems. Pros The software is intuitive and easy to use. I'm sure we under utilize it but it works great for our small office. The thing we like best is that it keeps us organized! There are so many great features though including allowing us to be paperless. Cons I wish we could customize the text in the "Notes" section. We use Notes a lot. Would love to be able to use colored text - red for deadlines, green for amounts due, etc. Also wish we could search the contact list by phone numbers. We often receive incoming calls in which the name listed on the caller ID is not the name of the actual person. Currently, we have to enter the phone number into our cell phone to see if it is someone we have spoken with before or a current client. Review Source R Reviewer EA Used the software for: 3-5 years ### "Canopy is a good option- not sure if they are the best though." November 30, 2021 4.0 On a scale of 1-10, I would say it is a 6.5 or a 7. There are many functions that make this very easy to use, however, as time passes the development team decides to take the ease of use and make it more challenging. Too much focus on making the interface "pretty" and not enough on actual items that make productivity better. Pros The product is simple to use. However, Canopy likes to make changes to items that do not need any changes. In doing so, they break their own system for several days and the new function isn't worth the hassle. Transcripts are now significantly more complicated and time-consuming to get to. Cons The fact that the backend team decides to make changes as to what they think is best for the client. Most of their changes do not have any positive effect on how we operate the practice and only make things more challenging and frustrating to use. Review Source R Reviewer Owner Used the software for: 3-5 years ### "Good software with strong features and lots of promise at a pricey point. " November 25, 2021 4.0 My overall experience with Canopy has been a good one thus far. Even though I bitch about the cost l, I continue to stay because of the ease of use, simplicity for my clients, and automation I’ve created within my tech stack. Pros The best feature is the client portal and mobile app. It has been a business transformation blessing from way before COVID was ever a thing. I remember way back in 2017 when the mobile app was nearly launching how it revolutionized the way my clients do business with me. This is what has kept me on Canopy in spite of the price hikes. Cons Canopy recently has changed their pricing model and I don’t like it because it increases the barriers to tax professional adoption. There are other titles out there who bring good feature sets and a much lower price point and has given me reason to start shopping elsewhere. What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my clients that I virtually moved virtual offices, and avoiding the headaches of all the client questions that would ensue. Review Source AR Alison R. CEO Used the software for: Less than 1 year ### "Where to start " November 25, 2021 4.0 There are other options out there and I could easily stick w sharefile. However I wanted to up my game and show my clients a better higher tech experience. As you know, solopreneurs have a hard time competing w the small to middle size firms. Seems like you need to up your game or at least let me know about your game! Pros Clients like the portal. It has helped improve the perception that my firm cares about their info. It also feels very organized. It is easy to set up a portal. Cons Yegads, what to me seems like obvious items, the organizer doesn’t roll over from prior year to current year. Your current solution is for me to set up customer accounts for each member of a family unit. 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 a customer was asked by my firm to re enter all prior year into, I would be beyond annoyed. I would wonder what kind of high tech experience Alison isn’t offering me. As a customer, I would also be less inclined to complete it because It is a waste of my time. Your customer service and training library aren’t helpful. Since it is very self serve, I have no idea what to look for in terms of better ways to use canopy because I don’t know what I don’t know. You let us all know at the innovation summit about the 100 new features you have rolled out. My admin and I were dumbfounded to learn this. How did we not know About the cool ways you are trying to make my life better? Do you offer monthly training or “ask me anything” webinars that don’t require me to pay extra or upgrade to a higher level. If you do, why don’t I know about them? If you don’t, why don’t you? It seems like you would help me have a better experience with the software and keep me as a recurring customer. Also, it is hard as nails to get requests followed up on. Customer service isn’t great. Review Source R Reviewer Office Manager Used the software for: Less than 1 year ### "Very user friendly for the price." December 6, 2021 5.0 Great for task management, document management, daily use, easy to learn and use Pros Easy to use, email/communication integration, Document storage unlimited Cons Email search function is less than ideal/doesnt work at all from within a client. Can't start Word/Excel files from within Canopy Wish it would also track time for each team member for the week - would make a secondary time and attendance unnecessary. Review Source Stephen H. Owner Used the software for: Less than 1 year ### "Canopy is a great all in one!" December 12, 2022 5.0 Pros I really enjoy the fact that my CRM, billing, and document management is on one platform. Cons I'm still getting used to the features. I do wish that it had some additional options for payment syncing, link sharing outside of the portal, and the option to add further correspondence to a task. Review Source R Reviewer Internal Auditor Used the software for: 3-5 years ### "Canopy makes customer management easier by providing a way to organize customer information" July 5, 2023 4.0 Sorry our business is secret. Pros Improved practice management and time management. Cons Until Canopy improves that functionality, I still prefer to use Jetpack Workflow to manage my tasks Review Source KN Katie N. Office Administrator Used the software for: Less than 1 year ### "Canopy Tax Software - excellent overall with room for some improvements" December 3, 2021 4.0 Pros Ease of use, availability & response of customer service via chatbot, document management, task management, invoicing & billing, client portal, mobile apps, time tracking Cons Reporting and analytics, lack or print feature throughout the software, payment processing (takes anywhere from 3 to 7 days for funds to hit our bank when most processors deposit overnight) Review Source VR Verified Reviewer Managing Member Used the software for: 3-5 years ### "Canopy Tax Practice Management Software" December 19, 2022 5.0 My overall experience is positive, the customer support is top notch and the product development team are listening to customer and continuously bring out new and updated enhancements to the software. Pros The software is fairly easy to use and it is constantly being updated with new features. Cons There is a lack of good reports around tasks and the software is built to be a little bit generic. We would find it even more useful if there were more features implemented specifically for tracking tax return tasks. I also wish the pricing was less module based. I wish that we could have access to more features for a straight forward monthly per user fee. I also wish that we could only pay for seasonal accounts during the busy months when we have extra help that needs access. Also, it would be nice if Canopy expanded their integrations to more than just contact information. Being able to integrate with other software based on tasks would be amazing. Review Source Jessie B. President Used the software for: Less than 1 year ### "Love Canopy, worth every penny" December 20, 2022 4.0 Overall wonderful Pros I love that everything is all in one place. Document storage, document sharing with clients, timer, invoicing, reports, task management, procedures (we use sub-tasks to lay out the steps in a task with notes on how to do each step), transcripts etc. I have recently started to use the letter templates to respond to IRS letters and they make my life so much easier. I also really love the client request feature that automatically reminds my client that I am waiting on something. Cons Small things, like I can lose track of tasks if I fail to assign them to someone. This could be easily avoided by looking at the task list in its entirety, but I find it most useful on a day to day basis to look at only tasks that belong to me, or only tax returns that need to be done, or only tasks that belong to the bookkeeper etc. I have to remember to occasionally look at all the tasks and then I realize that I missed something. I also find that the software is not as keyboard friendly as I would like, I have to do a lot of clicking to accomplish things. Review Source R Reviewer Administrative Assistant Used the software for: Less than 1 year ### "Impressed Customer" December 1, 2021 5.0 It is so helpful in maintaining adequate project management and clear workflow for all staff. Pros Customer support. I have questions and suggestions all the time and I love that by using the chat support I get prompt answers and endless follow-up from support staff. Cons Transferring clients over created several duplicates and ultimately some lost information in the transition. Review Source R Reviewer Principal Used the software for: Less than 1 year ### "Great product, with a price tag to match" August 17, 2022 5.0 Document collection and management was great. They also have a great product roadmap and I got the impression the product is only going to get better as time goes on. It took a while, but we finally got a "collapse/expand all" feature for the documents. Very impressed with the customer service. Also, the UI is very clean and overall pleasant to use. The only feature I didn't pay for was the workflows, because I was already disappointed with the way that "tasks" were tracked, and didn't feel optimistic more money would make me more satisfied. Pros From a customer experience perspective, this is one of the best in class products. You can customize the portal login page, and I had great success training clients well into their 70s to use the client portals. Each file can be hidden or shared with the client, and for simple documents, Canopy offers a decent in-app pdf editor that doesn't share your annotations with the client. Haven't found anything aside from Engagement I liked better for document management, and Canopy is much cheaper on that front, and includes a client portal. Cons Honestly, the only dislike is price. That, and I found some of the automations (like engagement letters for example) were clunkier to use than those of competitors (say, TaxDome). Review Source R Reviewer Payroll Manager Used the software for: 1-3 years ### "Best Software We've Found!" January 19, 2023 5.0 I've had nothing but good experiences with Canopy. The transition and set up was pretty easy, the support has always been helpful, it's easy to use and even our clients have mentioned liking the client portal much more compared to previous software we've used. Pros It's easy to use and I love that it's continually updated and improved upon. Suggestions are actually considered and implemented which shows that they really care about providing the best product. Cons I really don't have much to complain about but one thing that would be helpful is being able to automate due dates to avoid weekends or holidays if they're on a semi-monthly schedule. Review Source R Reviewer Owner Used the software for: 3-5 years ### "Canopy Review " December 13, 2021 5.0 Really great ! Pros I like have a place where clients feel safe with uploading documents that contain personal information like socials and not having to worry about hackers. I also like that clients have access to their documents even if we part ways. Having a secure and encrypted client portal is crucial to tax preparation. Cons If a client has been with another company that used Canopy and now wants to leave and to to another company who also uses Canopy, they can't without changing their email as that email is tied to the former company and they have to call to have it deleted in order to go forward with the new company. This is not always possible if they left on a bad note. The new company should be able to add and the old company would auto be deleted. Review Source Denise G. Office Manager-Communications Used the software for: 3-5 years ### "Canopy Software" May 25, 2021 4.0 Pros We loved the Emails, Task management & calendar are all in one software. Cons Canopy DOES NOT have our states so we can't do any returns, We don't like that the clients can't both sign their signature forms if they are married. We also didn't like that In the middle of tax season we had to go back to an old software because the desktop Assistant stopped working on us. Review Source R Reviewer Firm Owner Used the software for: Less than 1 year ### "Canopy is Great, Even for the Small Firm" December 1, 2021 5.0 We are on top of projects and more in control of our firm than ever before. Canopy solved some major growing pains for us. Pros Canopy put everything in one place for us. The implementation was seamless and clients love it. Cons QBO integration could be adjusted to not include inactive contacts that are no longer clients. Including these clients creates too much clutter in the software. Review Source R Reviewer CPA Used the software for: Less than 1 year ### "New to Canopy" November 30, 2021 5.0 It took a little longer than expected to set up, but the implementation team always got back to me and helped me sort out my issues. Pros I've transferred all my tasks that I used to have on a big spreadsheet to Canopy tasks and organizing them has been so easy. I love the ability to make custom views of the tasks so I can make sure I am working on the most important things. Cons The one thing I really liked about my old document management software was that I could view the files offline on my computer. It made it so easy to work with the files. I haven't seen that with Canopy. I also liked how my tax software, Proseries, could import the tax returns directly into my old document management system, but I will be able to print them into Canopy, so it won't be too much different. Review Source KH Kimber H. Operations Manager Used the software for: 1-3 years ### "Canopy - a user-friendly and friendly-user solution" July 15, 2022 5.0 For most issues we've run into with Canopy, their internal team was able to fix the error with a very quick turnaround time or assist with producing a report on their end. Wherever they may lack in a feature, they are quick to find a solution if possible. No system is going to be 100% custom tailored with all the bells and whistles, no matter the price point. Canopy consistently delivers and does not require a lengthy training session to get new users rolling, and when time is money that's a big foot forward. Pros The Canopy team is amazing at assisting with troubleshooting issues (very quick turnaround time) and are always working on new innovations. The fact that this is not just a set it and forget it system means that Canopy is always working to be a top competitor. They have a few Beta features (namely automation) in the works currently that as an Ops Manager I am thoroughly excited to see roll out. Their staff is always a pleasure to chat with and they hold quarterly 'First Look' webinars to explain what is new with their product and where they are going next - this team is always on the go. Cons They have a few drawbacks such as the inability to send text messages (we use a third party system), lack of complex reporting (though easily created on the users end by CSV export and a little Excel wizardry), and a few other minor gruffs, but Canopy does have these on their radar (go check out the forums!) and is working on building these in over time. Review Source Brielle B. Chief Operations Officer Used the software for: 3-5 years ### "Canopy is the Admin on our team!" June 2, 2021 5.0 we have been with Canopy for several years and starting out they did not have the features they do now. They are very responsive with feature requests and we really like the improvements they have made. Canopy is constantly improving the user environment and making a better product. Pros Canopy allowed us to grow our client base without having to add additional personnel. using canopy tasks to track where the team members are, and to take notes, and hold communications (emails) we can assist each other when answering client questions. This way clients aren't playing phone tag with one individual. The file storage with client portal allows the clients to access their documentation 24/7/365 eliminating the need to email documents back and forth. Cons Unfortunately Canopy does not sync with QuickBooks desktop. Review Source Joshua G. Executive Used the software for: 3-5 years ### "A fit for my business and my Clients" December 26, 2022 5.0 Canopy allows me peace of mind when working remotely with Clients who are spread out nationwide as well as globally; it doesn't hurt that I can also work from anywhere that has an internet connection. Pros Bringing Canopy into our organization was easy, with individualized invitations on a mass e-mail template sent out to Clients old and new! Cons We are still working to make use of every area that Canopy offers, so there is nothing negative to say at the present time. Review Source Nicole H. Manager/Owner Used the software for: Less than 1 year ### "Review of Canopy - 1 month in" November 30, 2021 5.0 I like Canopy and I'll continue to use it. I'm glad I'm working on the conversion in November rather than Feb/March. I expect to have everything perfect by the chaos of tax season. Pros I love the portal and the client/entity set up. I love that everything related to my workflow is in Canopy (except the tax return). It's very nice to have everything in one system. Cons The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. There are issues when duplicate clients are created and you merge them. If the client was already linked in Canopy, that link is broken and I don't know how to recreate it. I hear that a function to sync specific clients in Canopy is coming soon and that should resolve my issue. I haven't been able to pull a transcript yet. I keep getting "Pull Failed". I'm not sure if this in an IRS issue or Canopy. Hopefully this can be resolved soon. Review Source Steven R W. Director of Business Engagement Used the software for: 1-3 years ### ""The future is now!"" May 31, 2021 5.0 Saves us time with client and task tracking. No more chasing spreadsheets and lists. Pros Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files. Endless opportunities due to constant upgrades and add-ons. We are currently migrating our entire firm onto the platform and utilizing the client portal feature to exchange information and save on printing, customer requests and storage options. Most impressive is their constant interaction asking how they can improve and getting feedback on new features. Cons I really don't have any dislikes, and if something is a little clunky with a layout or usability they are usually upgrading or fixing it. I'm excited to see tax software so I guess I dislike not having it? The tax software would plug another hole and add well to the transcript and tax form resolution features. Review Source RB Ronda B. Firm Administrator Used the software for: 3-5 years ### "Canopy - our new best friend" January 4, 2023 4.0 Our experience with Canopy has been a very positive one. Their customer support is excellent. I have appreciated them reaching out to us to see how we are doing certain tasks and we are able to give them suggestions for change. I would recommend this product to other firms outside our demographic. I don't want the competition to have the advantage we have with Canopy! Pros We switched from Office Tools to Canopy over 2 years ago. The implementation and data transfer was almost seamless. The mobile app and client portal have been invaluable to our client base. We were implementing Canopy before COVID so when the shut downs hit we were already ahead of the game for being digital for everything with a portal and app that worked and was easy for our client base to use. Cons I wish the reporting was more accurate so our utilization rates were a better reflection. It would nice to customize reports for what the firm values with certain items. Review Source R Reviewer CEO Used the software for: 3-5 years ### "Best Project Management Software" January 6, 2023 5.0 I absolutely love this software! I could not do my day to day without it. I use it for tracking my bookkeeping, corporate compliance tracking, tax return management, e-signatures, task management, emails, calendar, and fed and state forms. Pros I love the project management aspect and the all of the templates. Recurring task and notifications. Email capability. Cons I would love to see templates for e-signature email notifications, ability to turn on and off different payment methods Review Source MM Margaret M. Senior Associate Used the software for: Less than 1 year ### "Canopy Tax" August 18, 2022 4.0 Very good experience. Tech Support has been very helpful. Our clients like the portal too. Pros Document sharing, obtaining electronic signatures is simple for us and our clients. Communication tab is also very helpful. This feature keeps communications from clients from getting siloed in individual team member's inbox. Being able to share files with clients and their other trusted advisors is also very helpful. Clients like that they can access data on their computer, their phone or their tablet. Cons Each module has a separate cost. However, to use certain features you have to have a specific module even if we aren't using all the module features. Also, access cannot currently be given to 3rd parties on a file by file and contact basis. Currently, if we allow access to a client and their advisor to the portal, all files that have access turned on in the portal allow all these parties to view. It would be nice if we could pick and choose which client/important contact has access to which folder. For example, a client would have access to all their tax returns, estimates, and source documents. Their financial advisor could have access to only the tax returns. 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