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Canopy

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Company health

Employee growth
15% increase in the last year
Web traffic
9% decrease in the last quarter
Financing
February 2024 - $188M

Ratings

G2
4.6/5
(87)
Capterra
4.5/5
(198)
TrustPilot
3.2/5
(1)

Canopy description

Canopy is a cloud-based practice management software designed for accounting firms of all sizes. It offers a suite of features to manage client interactions, documents, billing, and team workflows, all within a single platform. Canopy aims to streamline accounting firm operations, improve efficiency, and enhance client relationships through automation and a centralized system.

Who is Canopy best for

Canopy is a cloud-based practice management software designed for accounting firms. Users appreciate its client portal, automated billing, and document management. However, some find the automation setup for one-off tasks difficult and the mobile app lacking. Canopy streamlines workflows, improves efficiency, and enhances client relationships.

  • Best for small to medium-sized accounting firms.

  • Ideal for businesses in the financial services industry.

Canopy features

Supported

Canopy offers a client portal for secure access to documents and information.

Supported

Canopy can automatically generate invoices based on tracked time, especially for recurring invoices.

Supported

Canopy allows uploading, storing, and managing client documents within its platform.

Supported

Canopy supports time tracking per client.

Supported

Canopy offers task management features like creating tasks, setting due dates, and assigning tasks.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Value and Pricing Transparency

Neutral
-0.13

Customer Service

Rather positive
+0.52

Ease of Use

Strongly positive
+0.81

Reliability and Performance

Rather positive
+0.37

Ease of Implementation

Neutral
+0

Scalability

Rather positive
+0.43

Canopy reviews

We've summarised 286 Canopy reviews (Canopy GetApp reviews, Canopy TrustPilot reviews, Canopy Capterra reviews and Canopy G2 reviews) and summarised the main points below.

Pros of Canopy
  • Professional client-facing portal and mobile app with scanning capabilities.
  • Centralized platform for client interactions, documents, billing, and workflows.
  • Helpful chat support for quick assistance.
  • Useful IRS transcript tool for easy retrieval and review.
  • Time-saving automation features for repetitive tasks and emails.
Cons of Canopy
  • Difficult to set up automations for one-off tasks.
  • Confusing client-facing folder structure; no option for client-specific organization.
  • Email integration needs improvement; difficult to search and limited formatting options.
  • Mobile app is lacking key features, like viewing tax organizers and billing invoices.
  • Billing invoices tab is not available in the mobile app.

Canopy pricing

The commentary is based on 22 reviews from Canopy Capterra reviews and Canopy G2 reviews.

Canopy offers modular pricing for its practice management software. The Client Engagement Platform serves as the base, and users can select additional modules to customize their plan. There are also plans for smaller firms (4 users or less) called Starter and Essentials.

Users sentiment

Neutral
-0.13

See the Canopy pricing page.

  • Canopy has a free trial.

Starter
$540 per user/year

Includes Client Engagement and Document Management features.

Essentials
$792 per user/year

A complete practice management solution including a wider range of features.

Standard
$150 per user/month

Client Engagement Platform with features like Client Portal, Mobile App, Connected Email, CRM, Engagements & Proposals, and Custom Branding.

Pro
$150 per user/month

Includes all Standard features plus custom roles, reports, and formulas.

Canopy alternatives

  • Logo of Karbon
    canopy-2 vs Karbon
    Accounting firm workflow, communication, and client management streamlined.
    Read more
  • Logo of TaxDome
    canopy-2 vs TaxDome
    Client portal, CRM, workflows, and billing for tax pros.
    Read more
  • Logo of Financial Cents
    Financial Cents
    Accounting practice management: Streamlined workflows, automated tasks, scaled growth.
    Read more
  • Logo of SuiteFiles
    canopy-2 vs SuiteFiles
    Secure document management and client portals for streamlined workflows.
    Read more
  • Logo of Accounting CS
    Accounting CS
    Streamlines accounting workflows, connecting client data for greater efficiency.
    Read more
  • Logo of AvidXchange
    AvidXchange
    Automated invoice and payment processing for smoother business.
    Read more

Canopy FAQ

  • What is Canopy and what does Canopy do?

    Canopy is cloud-based practice management software for accounting firms. It centralizes client interactions, document management, billing, and team workflows. Canopy streamlines operations, enhances client relationships, and improves efficiency through automation and a centralized platform.

  • How does Canopy integrate with other tools?

    Canopy integrates with other tools through its open API. It also connects with various applications like QuickBooks Online, Xero, and Zapier, extending its functionality for accounting and workflow automation. This allows firms to maintain a cohesive digital ecosystem.

  • What the main competitors of Canopy?

    Top alternatives to Canopy include Pixie, Karbon, and SuiteFiles. These platforms offer similar practice management features, catering to accounting firms with client portals, workflow automation, and document management capabilities. Other options like Google Workspace and ClickUp provide broader project management tools.

  • Is Canopy legit?

    Canopy is a legitimate practice management software. User reviews highlight its valuable client portal, centralized platform, and helpful support. However, some users find the automation setup and email integration challenging. Overall, Canopy appears safe and useful for accounting firms seeking streamlined operations.

  • How much does Canopy cost?

    Canopy's pricing starts at $45/month for the Starter plan and $66/month for the Essentials plan. Add-ons like Tax Resolution and Collection Cases are also available at different price points. A free trial is offered for those wanting to test Canopy's practice management software before committing to a paid plan.

  • Is Canopy customer service good?

    Canopy's customer service receives mixed reviews. While many users praise the helpful and responsive support team, particularly through chat, others have found support slow and unhelpful, especially for complex issues. Some users also mention a slow onboarding process.

Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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