Canopy Description
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Canopy Features and Options
Accounting Practice Management Software
Tax Practice Management Software
Accounting Software
Canopy User Reviews
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Solid Client Portal Date: Feb 21 2022
Summary: Overall Canopy is a solid accounting technology offering that I use with many of my clients for the purposes of file sharing.
Positive: I really like the client portal functionality and haven’t found another option that’s as useful as Canopy’s.
Negative: I’ve been unable to get the tax transcript functionality to work whatsoever.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Time saver and reliable tax resolution Date: Mar 08 2021
Summary: To anyone who regularly deals with IRS, Canopy is a time saver and offers great tax utility features for organizing client tax information.
Positive: By just entering the taxpayer's information and clicking the refresh button i am able to pull transcripts through the IRS website at once.
Negative: I appreciate everything about Canopy and i really count on it on every day basis.
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