Name: Canopy
Rating: 8.9 (23 reviews)
Author: Canopy, Inc.

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Text Editors

Version Control

Development

School Management

Education

Business Intelligence (BI)

Calibration Management

Collaboration

Enterprise Search

Meeting Management

Enterprise

Accounting

Accounting and Tax Services

Anti-Money Laundering (AML)

Cryptocurrency Wallets

Financial Research

Financial Risk Management

Hedge Fund

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employer of Record (EOR)

HR Management

International Payroll

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Process Automation

Cloud Data Warehouse

Cloud Storage

Complex Event Processing

Component Content Management

Data Governance

Density-Optimized Servers

Fraud Detection

Hosted Virtual Desktop

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Metadata Management

Network Performance Monitoring

Network Traffic Analysis (NTA)

Product Implementation Services

Test Management

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Loyalty Program

Email Marketing

Location Intelligence

Marketing Automation

Referral Marketing

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales

Data Loss Prevention

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security Information and Event Management (SIEM)

Security

Awards Management

Car Rental

Construction Accounting

Legal Research

Retail Execution

Vertical-Specific

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### Client Relationship Management
Users consistently highlight Canopy's client relationship management as a key strength, emphasizing its ability to streamline processes, enhance collaboration among team members, and provide a centralized platform for managing client interactions. The platform's features, such as document storage, IRS form creation, and transcript delivery tools, have been commended for improving overall client experience. Additionally, users appreciate Canopy's focus on client relationship solutions over tax preparation software, indicating a strong commitment to enhancing client interactions and fostering long-term relationships. (Source Reviews: [1](https://www.trustradius.com/reviews/canopy-2021-05-27-14-29-17), [2](https://www.trustradius.com/reviews/canopy-2021-07-29-11-11-21), [3](https://www.trustradius.com/reviews/canopy-2021-07-29-10-54-46), [4](https://www.trustradius.com/reviews/canopy-2021-09-01-01-25-22))

### Project and Workflow Management
User feedback on Canopy's project and workflow management capabilities varies among reviewers. While some users praise Canopy for its efficient project accounting and tracking of due dates for operations, others highlight its comprehensive features for managing workflows, tasks, and client communication. The platform's ability to streamline processes, enhance collaboration, and centralize project-related information receives positive recognition from users. However, there are also mixed opinions regarding the extent to which Canopy fully meets the diverse project and workflow management needs of different users. (Source Reviews: [1](https://www.trustradius.com/reviews/canopy-2021-09-01-01-25-22), [2](https://www.trustradius.com/reviews/canopy-2021-07-29-11-11-21), [3](https://www.trustradius.com/reviews/canopy-2021-05-27-14-29-17))

### Tax Compliance and Liability
Opinions vary on Canopy's tax compliance and liability features. Some users appreciate the platform's ability to track due dates, support taxation processes like VAT, and facilitate the filing of returns. The inventory control and individualized client portals are also highlighted as beneficial aspects. However, there are suggestions for improvement, such as adding more columns for total tax liability amounts and enhancing the inclusivity of data reporting. Despite these critiques, Canopy's tax compliance and liability functionalities seem to offer a solid foundation for managing tax-related tasks efficiently. (Source Reviews: [1](https://www.trustradius.com/reviews/canopy-2021-09-01-01-25-22), [2](https://www.trustradius.com/reviews/canopy-2021-07-29-10-54-46))

### Accounting and Bookkeeping
Users generally praise Canopy for its robust accounting and bookkeeping features. Reviewers appreciate the efficiency and accuracy that Canopy brings to their accounting processes, particularly in areas such as tax compliance, project accounting, and invoicing. The platform's ability to streamline tasks related to taxation, budgeting, and financial tracking is highlighted as a significant benefit by users. While some users may have encountered minor challenges, overall, Canopy's accounting and bookkeeping capabilities are viewed positively for their contribution to enhancing financial management practices. (Source Reviews: [1](https://www.trustradius.com/reviews/canopy-2021-09-01-01-25-22), [2](https://www.trustradius.com/reviews/canopy-2021-07-29-10-54-46))

### Billing and Invoicing
Users' feedback on Canopy's billing and invoicing functionalities ranges from positive to critical. Some users appreciate the platform's streamlined approach to managing financial transactions, ensuring accurate invoicing and balanced cash flows. However, others express concerns about certain limitations or inefficiencies in the billing and invoicing processes within Canopy. This mixed sentiment suggests that while Canopy offers some strengths in billing and invoicing, there may be room for improvement to meet the diverse needs of its users effectively. (Source Reviews: [1](https://www.trustradius.com/reviews/canopy-2021-09-01-01-25-22), [2](https://www.trustradius.com/reviews/canopy-2021-05-27-14-29-17))

Canopy has a wide range of use cases that cater to the needs of various industries and departments. Users have reported utilizing Canopy for managing sales pipelines, tax document collection, and workflow through tax preparation. With its features like CRM, file sharing, client account management, and project management, Canopy becomes a valuable tool for organizations involved in accounting and bookkeeping. 

The software also simplifies tax-related tasks by allowing users to pull tax transcripts and prepare tax resolution letters. It streamlines tax compliance cases from client engagement to completion and payment by facilitating communication, information requests, and secure document storage. Furthermore, Canopy serves as a one-stop solution for managing workflows, sharing documents, collecting signatures and payments, and acting as a virtual filing cabinet. It enhances efficiency in reporting and consolidation, providing users with a streamlined and organized approach to business operations. From remote office teams securely viewing client documents stored in the cloud to tax preparers requesting additional documentation and tracking progress, Canopy proves to be an invaluable asset in various scenarios.

Intuitive File Sharing: Users have found Canopy's file sharing feature to be intuitive, allowing them to easily access historical documents and view it as a repository of shared files rather than just a file delivery system. This sentiment was echoed by multiple reviewers.

Efficient Task Management: Several users have praised Canopy for its task management feature, which enables effective delegation of work and efficient project management. With this feature, users can streamline their workflow and ensure tasks follow standard operating procedures consistently.

Time-saving Tax Resolution Module: The tax resolution module in Canopy has been commended by multiple reviewers for saving significant hours of time on phone calls with the IRS and form creation. By automating a substantial portion of the work, this module allows users to focus on other important aspects of their business operations.

Email Logging Issues: Some users have experienced issues with email logging in Canopy, although they acknowledge that the support team is usually responsive in resolving these problems.

Signature Request Module Limitations: Several clients have encountered difficulties with the signature request module as it does not allow for not required fields. This has caused inconvenience for clients who cannot select one of three products from a list when signing up for services, forcing them to use another system for electronic signature requests.

Client Assignment and Search Functionality: Users have reported that clients are not automatically assigned to the entire team, resulting in them not appearing in searches and seeming non-existent to team members unless specific settings are adjusted. The process of setting up new clients has also been inconsistent at times.

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Canopy

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FREE Car Seat Canopy & Nursing Cover + DEMO

How to install A Canopy Tent

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IMC श्री तुलसी Canopy Open Demo in  Market || कैनोपी Part-1

Canopy / Tent Mister Demo, by EZ Mister

Designed specifically for parents who live life on the fly, the Bugaboo Bee³ for newborn to toddler features an easy-to-carry lightweight bassinet for exploring the city without disturbing your sleeping child – and an extendable sun canopy offering them even more protection. Brand new fabrics and colours offer creative style combinations and refresh options, while a larger underseat basket means more room for all your essentials.

Extra light, compact and quick, it keeps you both on the move – on all forms of transport. What's more, its unique seat grows with your child – extending, reversing and reclining in just a few clicks. While its one-piece fold with seat makes it easy to collapse, carry and store in the tightest of spaces.

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Likelihood to Recommend

Support Rating

Type of tax

Tax Reporting & Compliance

Sales and Use Taxes

Cross-border Taxes

VAT / GST Taxes

Energy and Fuel Taxes

Geolocation for Tax Assessment

3rd-Party Software Integrations

Tax Data Reporting

Compliance Administration Management

Tax Exemption Processing

Tax Document Management

Complex Tax Scenario Management

Canopy, Inc. provides cloud-based accounting software for tax professionals. The company was founded in 2014 and is based in Lehi, Utah.

Canopy, Inc.

A list of the different types of taxes that can be filed using tax compliance software.

Software is capable of calculating and filing sales and use taxes.

Software is capable of calculating and filing taxes, such as customs, across countries.

Ability to calculate and manage VAT and GST taxes.

Ability to calculate and manage energy and/or fuel taxes.

Activities relating to tax filing, reporting, document management, and exemption certificate processing.

Ability to use geolocation, which is more precise than zip codes, for mapping taxes to specific jurisdictions.

Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.

Ability to export transaction data for tax filing.

Ability to facilitate tax preparation, filing, and tax remittances across local, state, and federal jurisdictions.

Ability to generate, track, exemption certificates from sales invoices.

Collection and storage of tax documents, especially exemption certificates, and ability to retrieve them to use for tax audits.

Ability to automate handling of tax holidays and other anomalies.

Dropbox

QuickBooks Online

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Drake Tax

Partner

Canopy 2024-05-01 11:26:33

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AdroitLogic Integration Platform Server

Oracle Data Integration Platform Cloud (DIPC)

Azure Cost Management

Senior Accountant

Canopy 2021-09-01 01:25:22

Senior Tax Manager

Canopy 2021-07-29 10:54:46

Xero

CEO (Chief Executive Officer)

Canopy 2021-07-29 11:11:21

Ignition

Accounting Power

Director of Business Engagement

Canopy 2021-05-27 14:29:17

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Canopy

Overview

What is Canopy?