459 Canopy Reviews
Email integration allows our us to see what is going on across all clients, very cool. It is awesome to see tasks across the organization all in one spot and the portal is great. I also like the feature of being able to send a secure link to an upload area for prospects and non-clients. We plan on utilizing the time and billing but are going to focus on the client list and tasks for the first few months post-implementation. Review collected by and hosted on G2.com.
Lack of Google Workspace integration was a bummer for us but the other benefits of implementing Canopy will outweigh this in the long run. Review collected by and hosted on G2.com.
Professional client-facing portal website and mobile app with scanning capabilities.
Ability to see all client emails, files, and tasks in one client profile.
Easy to have clients save payment information and pay a monthly recurring invoice automatically (subscription billing).
Quick and helpful chat support.
IRS transcript tool that allows me to easily pull and review transcripts for clients. Review collected by and hosted on G2.com.
Canopy still seems to be refining its platform a lot and adding new features. In short, they are still in build mode. This leads to changes in the interface/function of the product as well as occasional bugs. I tolerate the occasional technical issue because the product is quite good. Review collected by and hosted on G2.com.
We’ve tested three different practice management software platforms for our accounting firm, and Canopy has been the clear standout. It’s incredibly user-friendly—not just for our team, but for our clients as well. Canopy has truly anticipated everything we need to run our business efficiently and smoothly. Review collected by and hosted on G2.com.
My only concern with Canopy is the payment processing feature. It lacks a back-office dashboard where we can track when payments are drafted or when they’ll be deposited into our account. Some payments take significantly longer than others, and there's no visibility into the reasons behind the delays or a way to review that information Review collected by and hosted on G2.com.
Canopy understands the mindset shift the modern tax, accounting and advisory professionals are going through today and the tools they demand be included in their 2025 tech stack. Everyone, and I mean everyone, at Canopy listens to us very carefully and words turn into action pretty quickly All of this separates Canopy from our partners in the past. The team at Canopy “leans in” in a way that really feels like a partnership and it’s the model for what we look for in all the ways we need to scale and grow our business. Review collected by and hosted on G2.com.
If Canopy added an integrated proposal delivery system we could cut our tech stack down a little. Review collected by and hosted on G2.com.
Canopy integrates all the Practice Management tools into one platform, making it possible to have a CRM, an email program, a calendar, a document management system, time recording and a billing system, all on one screen with different tabs for each category I just mentioned. This saves time and prevents errors. The Customer Support chat is pretty good, except that they're limited by what the program can do. Review collected by and hosted on G2.com.
1. They're excruciatingly slow at implementing users' suggestions (I see obvious suggestions on their website, yet they've been there for 2 years!!).
2. Several features lack refinement (like how the virtual drive interacts with Adobe Acrobat), but I do not make suggestions because of point 1 above.
3. Reporting leaves a lot to be desired. Review collected by and hosted on G2.com.
That I can do all the client facing tasks in one place, helping them feel less confused about how to work with our firm. Review collected by and hosted on G2.com.
Not being able to upsell on the engagements, not offering tiered pricing when the industry is going to this. When I contact support I have to be honest, its awful. They do not help, they say we will find a solution and dont call back. I was considering leaving canopy due to this, but thankfully I got a random email from someone this week and was able to find my account rep during that meeting. This saved my business, as my software was not setup right, a small error that was ridiculous was keeping my software from functioning, and no one was helping me diagnose it for nearly a year. Review collected by and hosted on G2.com.
We enjoy the file system and the client portal the most as well as some of the bulk email features Review collected by and hosted on G2.com.
canopy develops new features but only does 50% of it and then generally doesn't come back and finish it. examples include roles - we can only use roles at the sub task level not the parent task level therefore its useless to our organization because we pass tasks by the parent task not the sub task. another example is it takes on big projects that take too long and add little value when it can make small refinements to existing features that would add tremendous value and save its customers time. example is a basic feature like being able to access the file folders from a task with less clicks. Review collected by and hosted on G2.com.
I am a CPA who recently started my own solo practice and Canopy has been a wonderful tool for me. I found it very easy to implement and to integrate into my larger systems as a whole. My clients also like it a lot - they say that it's been very user friendly. I like the option to categorize clients as active clients or prospects, and being able to add custom fields to the client page is great. Canopy also recently added custom questionnaires as a feature, which has been extremely helpful in onboarding clients and in having my clients answer the specific questions I need. Overall Canopy has been a really great system for my small practice. Review collected by and hosted on G2.com.
There are a few features that I wish worked a little differently in Canopy - for example, I wish it were easier to assign unique client IDs to each client, and I wish that the task tracking was a little more robust. It gets the job done and I like that you can view tasks by client, but I wish there were more options for how to view the task list and more support for custom statuses and workflow. But even so, Canopy is often adding new features and improving on existing features, which is lovely. Review collected by and hosted on G2.com.
Clients find it easier to navigate
App more comprehensive Review collected by and hosted on G2.com.
There are so many features missing that I can't help but wonder how this was built bt accountants for accountants.
We import over 1,000 clients and every file is invisible to clients until we manually mark and make them visible.
If I want to share the list of bulk emails I sent and were opened with staff, I need to take hundreds of screenshots instead of sending to a pdf or csv?
Their importing of those clients was so flawed that I've wasted hundreds of staff manhours to fix
I was lied to about the imminent integration with Lacerte.
If we upload files to the incorrect client, moving them all is a nightmare
There is no record of when we send a file to a client that we can refer back to or prove to the client.
Tech support doesn't have the ability to share a screen to see my problem
Setting up staff to share calendars is laborious Review collected by and hosted on G2.com.
I purchased Canopy a little over 2 years ago. It was an expensive endeavor but I needed a CRM, task manager, secure file sharing, signature capability for tax return, etc. I had a large “needs” list. Canopy checked all the boxes and since then, has continued to improve upon the features - the task manager has become more robust, the engagement agreements are top-notch, and I’m sure I’m missing some highlights. I would purchase Canopy again and again. Review collected by and hosted on G2.com.
I wish the sync with Xero was better than just client updates. Review collected by and hosted on G2.com.
