Canopy

Canopy

20 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Canopy	Score 9.5 out of 10	N/A	Canopy is tax practice management software from Canopy, Inc., with accounting functionality designed for tax professionals and their customers. It includes tax resolution analytics, automatic IRS form population, client management, transcript delivery and reporting, custom service workflows, penalty abatement, casework/client engagement tracking, client portals, and billing and invoicing capabilities.	N/A

Pricing

Canopy

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
Canopy
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No

Entry-level Setup Fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Canopy
Considered Both Products	Canopy RC Robert Carley Senior Accountant Chose Canopy Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or … Incentivized Helpful? Rui Pereira, E.A. Senior Tax Manager Chose Canopy Interface is so much cleaner and intuitive. Logics didn't have transcript delivery at the time and Canopy had it from the start. Overall pricing was 35% better. Incentivized Helpful? Lewis Hurwitz Owner Chose Canopy Pit Bull IRS Solutions Incentivized Helpful? Brandon Samuels Finance Manager Chose Canopy It is a slightly smaller scale version of Avalara. Cheaper to implement but not as good functionally. It totally depends on your company size and budget. Avalara is well known and well studied while Canopy seems to be an up-and-comer. Avalara is much more flexible but again that … Incentivized Helpful? Sharise Nobles Owner/ AFSP Chose Canopy I haven't really found any other product like Canopy. I've found many that if I put them together they might be a Canopy alternative but not just one program. For example, I've had one program for document storage, another for estimates and another for letters but in canopy … Incentivized Helpful? MacKenzie Campbell Director of Client Success/Operations Chose Canopy Canopy is a hyper-CRM that does more than just track client interaction. It also does filing sharing in a way that's relevant to the client and constantly drives to client back to interacting with our firm. Incentivized Helpful?
Top Pros	Pro Cloud based Pro Inventory control Pro Helps create
Top Cons	Minus User friendly Minus No notification Minus Multi currency

Features

Canopy

Type of tax

Comparison of Type of tax features of Product A and Product B
	Canopy 9.8 3 Ratings 15% above category average
Sales and Use Taxes	10.03 Ratings
Cross-border Taxes	9.02 Ratings
VAT / GST Taxes	10.02 Ratings
Energy and Fuel Taxes	10.03 Ratings

Tax Reporting & Compliance

Comparison of Tax Reporting & Compliance features of Product A and Product B
	Canopy 9.4 7 Ratings 12% above category average
Geolocation for Tax Assessment	9.02 Ratings
3rd-Party Software Integrations	9.35 Ratings
Tax Data Reporting	9.63 Ratings
Compliance Administration Management	9.26 Ratings
Tax Exemption Processing	10.03 Ratings
Tax Document Management	9.76 Ratings
Complex Tax Scenario Management	9.35 Ratings

Best Alternatives
	Canopy
Small Businesses	TaxJar Score 8.2 out of 10
Medium-sized Companies	LOVAT Score 10.0 out of 10
Enterprises	Vertex Score 8.4 out of 10
All Alternatives	View all alternatives

User Ratings
	Canopy
Likelihood to Recommend	9.5 (11 ratings)
Support Rating	1.0 (1 ratings)

User Testimonials
	Canopy
Likelihood to Recommend	Canopy, Inc. If you want to have an all in one solution for managing you clients (from sales lead to loyal client) this is the answer. We rarely have to use other systems to take a client from a lead to completing their taxes or representation case. It's also given us the freedom to switch our business model to focus on value added pricing and shift to be an advisory focused firm. If you want to pump out hundreds of returns and don't care about managing your clients on a long term basis because you're a quantity over quality shop, you may not find value in the software. Incentivized MacKenzie Campbell Director of Client Success/Operations Read full review
Pros	Canopy, Inc. As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed. I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases. Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing Incentivized Keith Jones I am a CPA Specializing in IRS Tax Resolution and Small Business Accounting Automation & Tax Plannin Read full review
Cons	Canopy, Inc. Connectivity with Outlook for email tracking - the connection is sometimes lost and there is no notification. You just look for your email trail and there is nothing. Electronic signatures for multiple contacts on one document with some fields being optional would be a great help. Being able to see contact transcripts in the client record view versus just the transcript screen would be more efficient. Incentivized Caitlin Campbell Owner Read full review
Support Rating	Canopy, Inc. We had to contact the company many times because of the problems we were encountering. They were not helpful in any way Incentivized Rick Wacek CPA, PFS Read full review
Alternatives Considered	Canopy, Inc. Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or notifies the user. Incentivized RC Robert Carley Senior Accountant Read full review
Return on Investment	Canopy, Inc. We have eliminated our admin position as our tasks are more streamlined. We can support a year-round client demand breaking the season-to-season cash cycle. We're looking to become 100% remote/virtual helping clients all over the country/world within the next 12 months due to this cloud solution. Incentivized MacKenzie Campbell Director of Client Success/Operations Read full review
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