--- description: Review of Canopy Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Canopy | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Tax Practice Management Software](/directory/4237/tax-practice-management/software) > [Canopy](/software/127735/canopy) # Canopy Canonical: https://www.softwareadvice.co.nz/software/127735/canopy Page: 1 / 13\ Next: [Next page](https://www.softwareadvice.co.nz/software/127735/canopy?page=2) > Canopy is a cloud-based practice management and tax resolution platform for accounting firms, tax professionals, tax attorneys and enrolled agents. It provides an integrated suite with various tools to help enhance efficiency while creating a connected client experience. Canopy offers a mobile app where clients can securely share files, complete case to-do lists, e-sign documents, view invoices and make payments. The app is compatible with iOS and Android devices. Canopy includes features such as birds-eye view, client requests, communications, automated workflows, custom templates, document review, payments, transcripts retrieval, tax resolution, notices and more. It comes with a practice management module, which allows users to automate client onboarding, manage secure file exchange and track client communications. Pricing is on an annual subscription basis. Support is available via phone, online knowledge base and video tutorials. > > Verdict: Rated **4.5/5** by 285 users. Top-rated for **Likelihood to recommend**. ----- ## 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 - [Tax Practice Management Software](https://www.softwareadvice.co.nz/directory/4237/tax-practice-management/software) ## Related Categories - [Tax Practice Management Software](https://www.softwareadvice.co.nz/directory/4237/tax-practice-management/software) - [Project Accounting Software](https://www.softwareadvice.co.nz/directory/331/project-accounting-software/software) - [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software) - [Actuarial Software](https://www.softwareadvice.co.nz/directory/4334/accounting-practice-management/software) - [Document Management Software](https://www.softwareadvice.co.nz/directory/722/document-management/software) ## Alternatives 1. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8393 reviews) 2. [BigTime](https://www.softwareadvice.co.nz/software/3026/bigtime) — 4.6/5 (658 reviews) 3. [QuickBooks Enterprise](https://www.softwareadvice.co.nz/software/49801/qb-enterprise) — 4.5/5 (20614 reviews) 4. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3273 reviews) 5. [QuickBooks Desktop](https://www.softwareadvice.co.nz/software/17316/quickbooks-pro) — 4.4/5 (2551 reviews) ## Reviews ### ""The future is now\!"" — 5.0/5 > **Steven R** | *27 May 2021* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files. Endless opportunities due to constant upgrades and add-ons. We are currently migrating our entire firm onto the platform and utilizing the client portal feature to exchange information and save on printing, customer requests and storage options. Most impressive is their constant interaction asking how they can improve and getting feedback on new features. > > **Cons**: I really don't have any dislikes, and if something is a little clunky with a layout or usability they are usually upgrading or fixing it. I'm excited to see tax software so I guess I dislike not having it? The tax software would plug another hole and add well to the transcript and tax form resolution features. > > Saves us time with client and task tracking. No more chasing spreadsheets and lists. ----- ### "Canopy is a solid client management software with great Customer Service\!" — 4.0/5 > **Natalie** | *2 January 2026* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: It was fairly simple to learn and helped us get all of our client management in one place. Their support team is fabulous, often responding within moments, and resolving issues (which are fairly rare) sooner than I expect. The ability to securely share and receive files from clients is a game-changer\! > > **Cons**: The hardest part of Canopy is using the templates and automations. I'm a bit of a computer geek, so I enjoyed that process, but I can see some people finding it cumbersome to learn. The recent revamp has been a bit of a struggle to understand, as well, but I'm confident we'll get used to it soon. > > Worth the time and expense to manage your clients and tasks. I don't use the invoicing because it doesn't connect to QB desktop, but all in all, I am so thankful for its ability to track and organize, as well as give clients access to their files 24/7. ----- ### "Great Product\! Such a Time Saver\!" — 5.0/5 > **Lauren** | *7 August 2019* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Pulling IRS transcripts using this software is a dream. When you get transcripts through the IRS website you have to pull them one at a time, and if they aren't ready yet you have to repeat this process everyday. With Canopy, you enter the taxpayer's information and then all you have to do to refresh the information is click the refresh button. So much easier to use\! Plus you can setup multiple client at one time and let the software run in the background until it has checked them all with the IRS, meanwhile you can move on to other work. > > **Cons**: It would be easier if you didn't have to reestablish the link to the IRS everyday, and wait for the IRS code to come through. However, for security reason I understand why this is necessary. > > Love it\! I would recommend it to anyone who regularly deals with IRS transcripts\! Has saved us so much time\! ----- ### "Canopy solves my pain points" — 5.0/5 > **Amy** | *12 December 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: It solves several problems, from secure document storage, file sharing with clients, e-signatures, and task management, to invoicing, payment processing, engagements, and many more. > > **Cons**: There's a bit of a learning curve, and there are some limitations based on your business entity type. > > Customer support is great. Even if I don't get the answer I'm hoping for, I still feel heard. Their user experience surveys lead to practical and useful improvements to the software. Clients have no problems connecting to and using their Client Portal. ----- ### "An impressive, all-encompassing practice management platform" — 5.0/5 > **Lesley** | *13 December 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Our firm absolutely loves the Canopy practice management system. It has significantly improved efficiency across multiple areas of our business, streamlining workflows and enhancing collaboration. The customer support team is exceptional; they are knowledgeable, responsive, and always willing to help. Despite being a relatively new product, Canopy’s development team is highly proactive, continuously making meaningful improvements and quickly rolling out feature enhancements based on customer feedback. It’s clear they listen to their users and are committed to building a best-in-class platform. > > **Cons**: There is nothing major to pinpoint. There have been a few hiccups along the way but the team works quickly to resolve issues as they arise. > > Our overall experience with Canopy has been extremely positive. The platform has improved efficiency across our firm and helped streamline key processes. The support team is consistently responsive and helpful, and the development team actively listens to customer feedback. Canopy continues to evolve in ways that add real value to our daily operations, and we view it as a strong partner in our firm’s success. ----- Page: 1 / 13\ Next: [Next page](https://www.softwareadvice.co.nz/software/127735/canopy?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/127735/canopy) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data