Canopy Reviews
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223 Reviews for UK Users
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best Project Management Software
Reviewed on 05/01/2023
I absolutely love this software! I could not do my day to day without it. I use it for tracking...
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
Response from Canopy
Thank you for taking the time to leave this review! We appreciate your feedback! We're excited to hear the impact Canopy is making at your firm.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Has it's place
Reviewed on 27/10/2022
Customer support is great. The client management module is great. I will probably let go of the...
Customer support is great. The client management module is great. I will probably let go of the workflow module, though, when my subscription is up because there's a lack of collaboration features, like no internal chat.
Pros
I love the Client Management module and the client-facing mobile app. It is very simple for our clients to use and to send us documents securely. We have had great success with client-adoption. I also like the automated client reminders.
Cons
OMG, it takes SO MANY clicks to accomplish anything. Pretty much everything you can do inside canopy could be streamlined by reducing at least one click. Working across multiple tasks, across multiple clients, that's a lot of clicks. Also, the firm-facing mobile app UI could be greatly improved and have better functionality.
Switched From
ClickUpReasons for Switching to Canopy
Canopy made it easiest for my clients to provide me information in a secure way.- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Disappointed
Reviewed on 06/12/2021
Canopy seems to have lost its way in regards to its purpose. Their response to issues is slow, at...
Canopy seems to have lost its way in regards to its purpose. Their response to issues is slow, at best. We have been using the software for almost 4 years and have made the painful decision to change due to a lack of support and increased pricing.
Pros
We liked the ability to access the software/information from anywhere.
Cons
The software does not allow you to export a sorted contact list. A very simple option that has been neglected.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Canopy is useful
Reviewed on 07/12/2021
Pros
The task management feature is useful in tracking engagements and to help plan for the workload.
Cons
Monitoring the number of contacts that are active can be challenging at times. There are was to identify last activity but is missing a feature where you can mark multiple clients as inactive instead of going into each one individually. This is important since the fee is based on the amount of active contacts.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Impressed Customer
Reviewed on 29/11/2021
It is so helpful in maintaining adequate project management and clear workflow for all staff.
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.
- Industry: Wholesale
- Company size: 10,000+ Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Change for the Better!
Reviewed on 11/06/2022
My experience with Canopy is amazing I will never leave and i will invite all my friends and family
My experience with Canopy is amazing I will never leave and i will invite all my friends and family
Pros
The thing that i liked the most about the software was that it was easy to use and it was also inexpensive.
Cons
I wish I could use more charts in the software but besides that it is amazing
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Why do you need Canopy?
Reviewed on 05/01/2023
Fantastic product!
Fantastic product!
Pros
Most important features are user friendly and easy to share within the own files, company team files and clients' files.When we are importing new zip files with multiple folders, I don't need to create new folders, file names etc. on my Canopy software create and save file where I need to store it.
Cons
When the client sharing folder has more documents, I noticed the speed has come down a little slower than normal.
Response from Canopy
Thank you for taking the time to leave this review! We appreciate your feedback and we're excited to hear the impact Canopy is making at your firm.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Such a great option if you have the budget
Reviewed on 07/12/2021
I did the free trial and it was so nice to have all those features, but if you want to have access...
I did the free trial and it was so nice to have all those features, but if you want to have access to everything you need to take out your wallet and pay a lot.
Pros
It's so easy to use, the interface is so slick and powerfull.
Cons
The price point is not for small tax practices just starting to build their portfolio on tax resolution
Alternatives Considered
SmartVaultReasons for Switching to Canopy
Its the top of the top in office management and tax resolution management but you're limited to the basic functions if your clientele is under 200 and after that you have to pay a high price.- Industry: Financial Services
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Constant Improvements
Reviewed on 22/05/2021
Canopy is very useful as it is, but this company seems dead set on always improving its operation &...
Canopy is very useful as it is, but this company seems dead set on always improving its operation & structure. At least monthly, I get an opportunity to view what is new on Canopy and what they are working on next. I can keep my finger on the pulse of my clients so I can quickly respond to their expectations.
Pros
When my client's upload documents to the portal, Canopy lists that activity, I click on it, and I am able to take action on it right away.
Cons
I would like to be able to adjust the timekeeper when I start it or while it is running.
Alternatives Considered
DT PracticeReasons for Switching to Canopy
Price and ease of use.- Industry: Apparel & Fashion
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Canopy review
Reviewed on 30/04/2024
It is fast reliable and has a lot of different perks that can be used for your projects and what...
It is fast reliable and has a lot of different perks that can be used for your projects and what your doing
Pros
Canopy's progress tracking features are generally well-liked by users since they enable teams to efficiently monitor and manage project progress. These features include real-time visibility, task-level tracking, milestone tracking, performance metrics, visualization tools, and tasks management integration.
Cons
Some consumers may be concerned about cost, especially smaller companies or teams with tighter resources. Users have expressed interest in assessing the cost structure and making sure that the features and functionalities match the value offered.
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Local Tax CPA Firm
Reviewed on 09/12/2022
Overall, we are very happy with Canopy. It has allowed our firm to operate more efficiently,...
Overall, we are very happy with Canopy. It has allowed our firm to operate more efficiently, allowing for a number of manual processes to be automated, giving us more visibility over workflow, and the list of positives goes on and on. The software is not perfect, but they do a great job of listening to feedback. They are continuously making improvements.
Pros
The software is easy to use for us internally as well as for our clients. Our firm has drastically benefited from the workflow, file management and client management features. We look forward to moving over our time and billing to have everything under one login.
Cons
We would love to see a more robust Home-Admin page, bulk e-sign requests from templated letters (engagement letters), roles by contact to integrate with tasks to populate assignees (e.g., Partner, Bookkeeper, Preparer, Reviewer, etc.), limit parent task completion to select users (to avoid false completed tasks), share documents with non-portal users, send invoices to non-portal users, parent-sub invoicing, time & billing improvements, allow for folder templates to be applied when tasks are applied, allow for doubling clicking on a file to default to "Edit File" instead of preview mode, allow to search spouses on mobile, allow for additional formatting in Notes section.
Response from Canopy
Thank you for this detailed feedback, Kyle! We're glad Canopy is working for your firm and streamlining your processes.
We hope to address many of your specific recommendations in the near future as well! Follow along our new feature roadmap (or request a new feature yourself) by logging in here: https://feedback.getcanopy.com/
- Industry: Computer Software
- Company size: 5,001–10,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Solve many jobs in a short time with Canopy...
Reviewed on 30/11/2022
I've been using Canopy for a 1 year now and I absolutely love it. The software is amazing, it works...
I've been using Canopy for a 1 year now and I absolutely love it. The software is amazing, it works perfectly for my needs and it integrates well with the rest of our system. It's very easy to use, has a great interface and a huge range of features.
Pros
I had been looking for a simple accounting solution to help me manage my clients' invoices, and discovered this product. It is simple, easy to use, and has a ton of features. Within a few months, I was able to set up my clients' invoices in a matter of minutes, and start using it. I also turned it into a project management tool.
Cons
Canopy has proven to be a robust and reliable solution that has helped streamline our document management processes, and it works well with our accounting software. The interface is very easy to use, the adaptation time to the software is very short, and it worked smoothly.
Response from Canopy
Thank you for this amazing feedback, Deniz!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Perfect Solution for CPAs
Reviewed on 04/01/2023
Fantastic -- my workflow, project/task management, document retrieval/editing/sharing etc.
Fantastic -- my workflow, project/task management, document retrieval/editing/sharing etc.
Pros
Frankly, I purchased Canopy in November of 2019 when I opened up my practice in my home office, and didn't have a full grasp of it as the pandemic hit. 3+ years later - with much of the transition in the last few months - I can't imagine my practice without Canopy. The interface is super user-friendly, there are many options providing the user with a more personalized approach.
Cons
Sometimes certain shortcuts aren't available, or the desktop software errors etc. but it's small things and so far I've managed fine; needless to say Canopy is continuously improving so (not a con) once the "Print" or "Save" option directly to Canopy was available and my contacts were set integrated with emails etc. it's been a breeze.
Response from Canopy
We're so happy to hear that Canopy has helped you launch your in-home practice! We are always striving to improve and are glad to hear we're going in the right direction. Thanks for being a Canopy user, Sandeep!
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
I have had an outstanding experience with Canopy!
Reviewed on 30/05/2018
Client satisfaction, reliable (and hopefully secure!) file-sharing. Potential to have a more...
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.
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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Canopy helps our company stay organized.
Reviewed on 23/11/2021
Pros
Communication tab, organization of tasks.
Cons
We would like to be able to integrate ability to update worksheets/ documents in internal files, just like you would in sheets or docs (if you want to edit, you have to do so outside of Canopy and re-upload. We would like to be able to quote in the system.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Canopy Review
Reviewed on 07/12/2021
Really great !
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.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great software - even for those in a solo practice.
Reviewed on 19/12/2022
I have tired other softwares and this one has been a great fit and easy to adopt.
I have tired other softwares and this one has been a great fit and easy to adopt.
Pros
The document storage and communication tools.
Cons
A little pricey for all the bells and whistles.
Response from Canopy
Thank you for taking the time to leave this review! We appreciate your feedback, Aimee.
- Industry: Legal Services
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
EA Support
Reviewed on 15/12/2022
I love it
I love it
Pros
Ease of use make it so it does not take alot of time to set up and follow
Cons
Not always designed to assist tax resolution out side norm
Alternatives Considered
IRS Solutions SoftwareReasons for Switching to Canopy
Ease and price- Industry: Legal Services
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Good software, but confusing pricing
Reviewed on 20/07/2022
Pros
Canopy's client portal is very easy to use, and I received many compliments from clients on its user-friendliness. Time tracking and invoicing was simple and straightforward. I am a solo practitioner, so I'm not sure how it works for multi-user organizations, but for my practice it did the job well.
Cons
My biggest complaint with Canopy has do do with pricing. It seems like they completely overhaul their pricing structure every six months--not just raising rates, but changing how the pricing is calculated and how features are accounted for. It just got too much to track and too expensive relative to other software providers. Also, as a law firm I ended up needing an invoicing system that could manage trust accounting to stay bar compliant.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best Tax Account Software
Reviewed on 05/01/2023
I love the program as do my clients, and suggest the software to my collegues.
I love the program as do my clients, and suggest the software to my collegues.
Pros
I love the client portal as well as the transcript feature. My clients like the ease and security of the portal, and being able keep all their documents in one place is a wonderful feature.
Cons
Recently the request transcript tool is not working when trying to request new updated transcripts.
Response from Canopy
Thank you for your feedback, Jamie!
We'd like to make the product as functional as possible. Make sure to contact your Customer Representative about the Transcripts feature, they should be able to troubleshoot it for you!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Canopy is Great
Reviewed on 08/12/2022
very satisfied as this has added a lot of value to our company very quickly.
very satisfied as this has added a lot of value to our company very quickly.
Pros
Document storage and sharing is easy as clicking on button. clients being able to pay online and having the ability to track time and easily add it to an invoice is very important to us.
Cons
There are a lot of features that could be added to make the software much better for us and working with the support team they say that features will be added however its been over a year an none of the features we need have been added. fingers crossed.
- Industry: Financial Services
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
New to Canopy
Reviewed on 29/11/2021
It took a little longer than expected to set up, but the implementation team always got back to me...
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.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Canopy is a Power for My Business
Reviewed on 02/12/2021
Solving fast paced production needs, particularly against short deadlines.
Solving fast paced production needs, particularly against short deadlines.
Pros
The client portal system allows for high level encryption and immediate availability of necessary documents with particular emphasis on Transcript retrieval - wonderful to work with on source document retention and back checking transcripts to ensure accuracy in reports/returns.
Cons
The documents needs to be searched chronologically and does not allow separate folders for organization.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Client Management Solution
Reviewed on 08/12/2021
Very easy process in signing up. Went a long time without the need for upgrade so I was able to...
Very easy process in signing up. Went a long time without the need for upgrade so I was able to fully try the system before buying.
Pros
My clients enjoy the portal and state it is very user-friendly and easy to navigate. I also enjoy the transcript service as it makes pulling new transcripts very fast.
Cons
I wish the software allowed for integration with Outlook. I would like to be able to send an email through Outlook and have the email automatically posted to my client's account. I use the software for case management so this is necessary to outline steps in the case so I do a lot of copy and pasting.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
This software is my main hub for working and is allowing us to finally move to a paperless...
Reviewed on 03/06/2018
We're able to have easy access to all our clients, vendors, internal files, employees, etc - all in...
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.
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.