Canopy Reviews

10 Ratings
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Score 6.9 out of 100

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Reviews (1-7 of 7)

Rick Wacek | TrustRadius Reviewer
December 10, 2019

Canopy Review

Score 2 out of 10
Vetted Review
Verified User
Review Source
We are using Canopy to respond to IRS letters and to obtain transcripts from the IRS.
  • Good research on what info needs to be included in IRS response letters.
  • Obtainment of transcripts actually does not save time. Quicker to get transcripts directly from IRS than to use the Canopy feature. Oftentimes the obtainment of transcripts feature was not working.
  • IRS penalty abatement letters section was not user-friendly. Our staff often ended up just doing the letters to IRS manually.
  • Very poor customer service.
Canopy is good for expediting IRS responses. It is not helpful for getting transcripts or power of attorney forms.
Read Rick Wacek's full review
MacKenzie Campbell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Canopy to tackle multiple aspects of our business. It manages our sales pipeline, tax document collection, work flow through tax preparation, CRM, file sharing, client account management and project management. We also use it to pull tax transcripts and prepare tax resolution letters.
  • The file sharing is intuitive and works more like a repository of shared files rather than a file delivery system so you have historical documents at a glace. We've been able to eliminate our file server by using the cloud based file system.
  • Tasks help us delegate work appropriately and manage our projects. It also forces workflows to follow standard operating procedures creating a consistent experience for our clients.
  • The tax resolution module saves us HOURS of time on the phone with the IRS and creating forms. It's fully automated and does a lot of the work for you, ramping up profitability.
  • We've found some issues with email logging but support is always on top of it and resolves the issue.
  • The signature request module does not allow 'not required' fields so my clients can not pick one of three products from a list when signing up for services. This has forced us to keep our electronic signature requests in another system.
  • Clients are not automatically assigned to the entire team (therefore they don't appear in searches and look like they don't exist to that team member) upon creation unless you dig a bit into your settings (even this has been hit or miss on new client set up).
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.
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Caitlin Campbell | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
The entire organization uses Canopy for CRM, email tracking, task management, and document exchange. It is also crucial to our remote office team to view documents stored securely in the cloud for our clients. Tax preparers use it specifically to request additional documentation needed for preparation and to track progress in an engagement. Our Enrolled Agent uses it for tax resolution information gathering and form completion, and for transcript requests.
  • The ability to tag clients in the CRM helps create robust mailing campaigns.
  • The new dashboard feature lets senior management evaluate progress in tasks across the organization.
  • Secure document sharing is invaluable.
  • 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.
Canopy is well suited for an office that has multiple people working on single projects. It is expensive, and offices without strong procedures will not benefit; rather it may seem like Canopy creates work.
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Keith &quot;Duke&quot;​ Jones TheCPATaxProblemSolver | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
I use it for almost everything—tax resolution work, of course, but it’s more than tax resolution software. Canopy makes it easy to do all my professional emailing, set automated client reminders, and request and access files, all in the same place. It’s all the stuff you’d expect from a practice management software and then some. Canopy is quickly becoming an all-in-one software for my practice.
  • 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
  • The practice management function could stand to have more "canned" workflows.
These things can be hard to quantify exactly, but the easiest example is probably the way Canopy saves me time on tax resolution work. The software has helped me become so much more efficient doing tax resolution, and there are few reasons for that. Not only does the software create efficiencies, I’ve learned to do tax resolution faster by using the software. I’d say that my average tax res case takes 75% less time now, compared to before I started using Canopy
Read Keith "Duke"​ Jones TheCPATaxProblemSolver's full review
Lewis Hurwitz | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source
We use Canopy as a client database to keep virtual files. This enables us to work remotely. Over time we have expanded our use to include resolution, transcripts, notices. Virtually everything except practice management.
  • Good file management
  • The portal system works well, even for tech challenged clients
  • The client survey is a fast, painless way to prepare financial statements.
  • The transcript system is down more than it's up
  • The portal can be daunting for some users
  • It is difficult to interface with joint returns
It is well suited for the small office that needs remote access.

It wouldn't work well for a solo practitioner.

Over time it's performance has degraded to the point where we are actively seeking alternatives to some of the modules.
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Brandon Samuels | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source
It is being used across our finance and tax departments to make sure we are in compliance with state and federal laws. It also allows a streamlined and organized approach to our business and provides some checks that make our process much more efficient from a reporting and consolidation perspective.
  • Very good at process control. It's very clear how the data flows from within the software to out of it.
  • Very streamlined as we have a large team that is able to pick up processes where others have left off.
  • Really enjoy the reporting aspects. It's crisp, clean, and informative.
  • Transitions from one screen to the next.
  • Documentation just takes a little time to get up to speed.
  • Visual appearance could always be improved.

Great for end-to end-reporting across tax compliance groups. Doesn't really handle large groups very well.

Could really use a more simplified approach for C-suite presentations.

It's really great at transitioning jobs from one user to the next. Although a simple email to let the user know could be very useful.

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Sharise Nobles | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I have a very small business, just myself and one other employee. We use Canopy for all tax compliance cases, even as minor as just responding to notices. It helps us streamline the process of tax compliance cases, from getting clients to sign the engagement, all the way to the completion and payment. It helps with communicating with clients, requesting information and storing documents securely for both our team and clients to see.
  • Client portal
  • File storage
  • Task management
  • Client communication
  • Document Signing
  • Pricing
  • Ability to save and/or email transcripts within the software
  • Syncing with Tax Preparation Software (i.e. Drake, ProConnect)
Well suited for anyone working on any type of tax compliance issues for clients regularly. Due to it's cost, I'd say it's less appropriate if you are only helping clients with tax notices every now and then and possibly doing Payment Agreements every once in a while.
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Feature Scorecard Summary

Sales and Use Taxes (1)
Cross-border Taxes (1)
VAT / GST Taxes (1)
Energy and Fuel Taxes (1)
Geolocation for Tax Assessment (1)
3rd-Party Software Integrations (2)
Tax Data Reporting (1)
Compliance Administration Management (3)
Tax Exemption Processing (1)
Tax Document Management (2)
Complex Tax Scenario Management (2)

About Canopy

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.
Categories:  Tax Compliance

Canopy Technical Details

Operating Systems: Unspecified
Mobile Application:No