Canopy

Canopy

About TrustRadius Scoring
Score 9.5 out of 100
Canopy

Overview

Recent Reviews

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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

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Pricing

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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

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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.

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Features Scorecard

Type of tax

9.8
98%

Tax Reporting & Compliance

9.4
94%
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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
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Comparisons

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Reviews and Ratings

 (16)

Ratings

Reviews

(1-11 of 11)
Companies can't remove reviews or game the system. Here's why
Caitlin Campbell | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Canopy has allowed us to reduce our dependence on an administrative assistant to communicate with our clients effectively through the document request feature in an engagement. It has a reminder system built in which frees our time.
  • The storage provided is robust enough that we have been able to eliminate our file server. We store all our client information in their individual record. Making some files visible to the client and and some not visible allows us to work remotely more effectively and not deal with problems with VPN over hotel networks.
  • Canopy combines multiple products into one platform that is seamless and consistent. It has helped us eliminate multiple programs used previously to complete these functions.
Keith "Duke"​ Jones TheCPATaxProblemSolver | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • It has a tremendous ROI. These things can be hard to quantify exactly, but the easiest example is probably the way Canopy saves me time on tax resolution work.
MacKenzie Campbell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • 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.
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