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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.
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Best for small to medium-sized accounting firms.
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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. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
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.
- 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.
- 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's pricing receives mixed reviews. Some users find it expensive, especially concerning per-employee pricing and rising costs. Others consider it affordable and valuable, highlighting the software's features and time-saving capabilities as justification for the cost. A few users express frustration with billing practices.
Users sentiment
See the Canopy pricing page.
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Canopy has a free trial.
Starter
Manage Client Intake, Send Proposals, Track work from proposal to re-engagement, Integrate Email, Collaborate with teammates, Interact via a secure, branded Client Portal, Collect eSignatures, Tag & segment client list, Store internal work papers & client files, Control access & permissions, Send secure links for clients that want to avoid logging into the portal, Exchange documents with clients over mobile app
Essentials
Manage Client Intake, Send Proposals, Track projects from proposal to re-engagement, Integrate Email, Collaborate with teammates on emails, tasks, & files, Centralize all client interactions to the highest rated mobile app, Collect eSignatures, Tag & segment client list, Store internal work papers & client files, Control access & permissions, Collect payments & maintain revenue integrity, Monitor firm data with pre-built dashboards, Send secure links for clients that want to avoid logging into the portal, Track time & manage invoices
Canopy alternatives
canopy-2 vs SuiteFilesBetter for document management and collaboration. Integrates with Xero and Microsoft 365. Has slower momentum compared to Canopy.Read more
FaradayBetter for marketing and sales teams in mid-to-large businesses. More focused on predictive analytics for customer behavior.Read more
PixieHas less momentum. Lacks features like automated billing and time tracking. No available user reviews.Read more
Xodo SignBetter for a broad range of industries. A popular Canopy alternative, Xodo Sign offers a user-friendly interface praised for ease of use. It's known for affordable pricing, including a free option. Xodo Sign focuses on e-signatures, document automation, and integrations with platforms like Dropbox and Google Workspace.Read more
Google WorkspaceBetter for larger enterprises and broader industry application. A popular Canopy alternative, Google Workspace, offers a user-friendly interface and strong collaboration features. It provides a broader suite of productivity tools beyond practice management.Read more
canopy-2 vs KarbonBetter for team collaboration and workflow visibility. Has a faster employee growth rate and offers more transparent pricing plans. A Canopy alternative and competitor, it's ideal for accounting firms focused on automation and streamlined task management.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
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.
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.