Canopy

Canopy

About TrustRadius Scoring
Score 9.5 out of 100
Canopy

Overview

Recent Reviews

Read all reviews

Popular Features

View all 11 features
  • Tax Document Management (6)
    9.7
    97%
  • 3rd-Party Software Integrations (5)
    9.3
    93%
  • Complex Tax Scenario Management (5)
    9.3
    93%
  • Compliance Administration Management (6)
    9.3
    93%

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Canopy, and make your voice heard!

Return to navigation

Pricing

View all pricing
N/A
Unavailable

What is 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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Would you like us to let the vendor know that you want pricing?

6 people want pricing too

Alternatives Pricing

What is Avalara?

Avalara AvaTax connects to the software that businesses already have and delivers sales tax decisions based on precise geo-location in more than 12,000 taxing jurisdictions in the U.S.

What is Intuit Lacerte?

Intuit Lacerte is an Income Tax Compliance system, providing forms, tax planning support, as well as document management and document storage.

Return to navigation

Features Scorecard

Type of tax

9.8
98%

Tax Reporting & Compliance

9.4
94%
Return to navigation

Product Details

What is 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.

Canopy Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

 (16)

Ratings

Reviews

(1-11 of 11)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Review Source
For accurate and remarkable accounting processes, Canopy is the program to embrace. One, it has the project accounting details where every resource has a detailed accounting feature. Again, matters on taxation and state compliance are professionally handled by Canopy. The tracking of the due dates for finishing a given operation is an incredible step.
Steven R Wik | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Really has features that are usable across many applications. Any form one benefit even if they used half of what is available. And if they don't have it just ask. They are open to development opportunities and are always working on updates and polling and testing as things roll out.
Brandon Samuels | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source

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.

Sharise Nobles | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Keith "Duke"​ Jones TheCPATaxProblemSolver | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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
MacKenzie Campbell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Return to navigation