--- description: Learn how Canopy can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Canopy. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Canopy Reviews, Prices & Ratings | GetApp UK 2026 --- Breadcrumb: [Home](/) > [Corporate Tax Software](/directory/248/tax-management/software) > [Canopy](/software/106437/canopy-tax) # Canopy Canonical: https://www.getapp.co.uk/software/106437/canopy-tax Page: 1 / 13\ Next: [Next page](https://www.getapp.co.uk/software/106437/canopy-tax?page=2) > Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a CRM with a secure client portal. > > Verdict: Rated **4.5/5** by 285 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Canopy • Canopy is ideally suited for midsize accounting firms in need of a comprehensive practice management solution to organize their team, their workload, and their clients from one platform. • Productivity: See team’s daily progress at a bird’s eye view. Budget hours, track time, and delegate tasks easily. • Workflow: Streamline workflow by utilizing templates for letters, client requests, and ongoing projects. Utilize the task dashboard to track team’s daily workload. Use workflow to enable every person in the firm to understand what they’re working on at any given time. • Document management: Establish a central hub of documentation for the firm with organized, custom folder structures. Drag and drop, print, or scan files directly to client folders. • CRM: Manage all of contacts’ information from one place and display the information that matters most to the firm with custom fields and filters. • Communication: Track communication between team members and clients in one place. Plus, send bulk emails. • Client portal: Stay in sync with clients, through a custom-branded portal where they’ll have access to everything relevant to their case, including invoices, requests, files, payments, eSign. The client portal is available on both Android and iOS mobile devices. • Secure file exchange: All files are encrypted with bank-level security, enabling users to securely share files back and forth. Plus, users are in control of which documents clients and staff have access to or adding or removing permissions at any time. • eSignature: Collect electronic signatures, authenticated with knowledge-based authentication from clients. • Payments: Automate recurring payments, conveniently save client payment information. Also includes a dashboard overview and the ability to export to books. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 285 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Canopy - **Location**: Lehi, US - **Founded**: 2013 ## Commercial Context - **Starting Price**: US$22.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: Time \& Billing - $24/month per user, billed annually Workflow - $30/month per user, billed annually Transcripts \& Notices - $33/month per user, billed annually Document Management - $40/month per user, billed annually Client Management - $2.50/per client, per year, billed annually We provide contact-based pricing tailored specifically for your firm. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - @mentions - ACH Payment Processing - AI Copilot - API - Access Controls/Permissions - Accounting - Accounting Integration - Accounts Receivable - Activity Dashboard - Activity Tracking - Alerts/Notifications - Annotations - Appointment Management - Approval Process Control - Approval Workflow - Archiving & Retention - Audit Management - Audit Trail - Bank Reconciliation - Billing & Invoicing ## Integrations (23 total) - Adyen - Calendly - Drake Tax - FreshBooks - Gmail - Google Calendar - Google Contacts - Google Forms - Google Sheets - Intuit ProConnect Tax - Lacerte Tax - Mailchimp - Microsoft 365 - Microsoft Excel - Microsoft Outlook ... and 8 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Corporate Tax Software](https://www.getapp.co.uk/directory/248/tax-management/software) ## Related Categories - [Corporate Tax Software](https://www.getapp.co.uk/directory/248/tax-management/software) - [Tax Practice Management Software](https://www.getapp.co.uk/directory/1453/tax-practice-management/software) - [Billing and Invoicing Software](https://www.getapp.co.uk/directory/240/billing-invoicing/software) - [Document Management Software](https://www.getapp.co.uk/directory/284/document-management/software) - [Project Management Software](https://www.getapp.co.uk/directory/332/project-management/software) ## Alternatives 1. [Xero](https://www.getapp.co.uk/software/1671/xero) — 4.4/5 (3273 reviews) 2. [QuickBooks Online](https://www.getapp.co.uk/software/20428/quickbooks-online-edition) — 4.3/5 (8393 reviews) 3. [QuickBooks Enterprise](https://www.getapp.co.uk/software/115227/quickbooks-enterprise) — 4.5/5 (20614 reviews) 4. [QuickBooks Desktop](https://www.getapp.co.uk/software/2053357/quickbooks-desktop-pro) — 4.4/5 (2551 reviews) 5. [NetSuite](https://www.getapp.co.uk/software/9137/netsuite) — 4.2/5 (2003 reviews) ## Reviews ### "Canopy makes customer management easier by providing a way to organize customer information" — 4.0/5 > **Ahmed** | *3 July 2023* | Food Production | Recommendation rating: 7.0/10 > > **Pros**: Improved practice management and time management. > > **Cons**: Until Canopy improves that functionality, I still prefer to use Jetpack Workflow to manage my tasks > > Sorry our business is secret. ----- ### "Never want to work without Canopy\!" — 5.0/5 > **Larissa** | *16 December 2025* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: Its very easy to use for out staff and clients. I like that they continure to release new helpful features . > > **Cons**: That certain features aren't included like an appointment scheduler, or the ability to schedule Emails. > > Our overall experience with Canopy has been great, they have the best customer services\! License management has also been very helpful. ----- ### "Good for document handling and signatures but..." — 3.0/5 > **Brenden** | *7 June 2024* | Computer Software | Recommendation rating: 6.0/10 > > **Pros**: The product is able to enforce collaboration between different offices > > **Cons**: Every user needs a separate licence. The customer support hasn't given a good impression. ----- ### "Canopy Review" — 4.0/5 > **Jami** | *12 December 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: It combines a lot of great things. Workflows, invoicing, Client communication, organizers. I love how there is so much information within a client file. > > **Cons**: The tax organizers cannot link to the tax workflows. Sometimes the integration with QBO doesn't flow and takes manual work. > > Great\! It is a great product that is continually expanding\! I feel as though they really listen to their customers. ----- ### "Still Improving" — 5.0/5 > **Oscar** | *13 December 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Canopy has allowed our firm to centralize communication, task management, and document management, significantly improving the level of service we provide to our clients. We also use Canopy’s invoicing and recurring payment features, which save our firm valuable time and streamline our billing process. In addition, Canopy continues to innovate and enhance its platform, enabling us to operate more efficiently and focus more on serving our clients. > > **Cons**: There is a learning curve, and some time was required for training to ensure our entire team was aligned and using the platform consistently. ----- Page: 1 / 13\ Next: [Next page](https://www.getapp.co.uk/software/106437/canopy-tax?page=2) ## Links - [View on GetApp](https://www.getapp.co.uk/software/106437/canopy-tax) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data