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Canopy

Canopy

Overview

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…

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Recent Reviews

TrustRadius Insights

Canopy has a wide range of use cases that cater to the needs of various industries and departments. Users have reported utilizing Canopy …
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Popular Features

View all 11 features
  • Complex Tax Scenario Management (5)
    9.3
    93%
  • Compliance Administration Management (6)
    9.2
    92%
  • Tax Document Management (7)
    8.0
    80%
  • 3rd-Party Software Integrations (6)
    2.1
    21%

Reviewer Pros & Cons

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Pricing

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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,…

Entry-level set up fee?

  • No setup fee

Offerings

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

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Product Demos

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Features

Type of tax

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

9.8
Avg 7.9

Tax Reporting & Compliance

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

8.2
Avg 7.8
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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

(20)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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.

Attribute Ratings

Reviews

(1-12 of 12)
Companies can't remove reviews or game the system. Here's why
Ryan Robinson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • Canopy integrates well with Outlook to view client communications with anyone in the firm.
  • It has a strong workflow management modual
  • It provides an intuitive portal to share documents with, and receive documents from clients.
  • Canopy's time tracking feature is hard to get valuable data from without the pro version.
  • Canopy's dashboard for the workflow management could be better by providing a filter option of "Show me projects I'm assigned to and on which I am assigned to the current open workstep."
  • Canopy's training on the product could be better.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Tracks the due dates of an operation or project.
  • Supports taxation, more so VAT and filing of returns.
  • The inventory control also supports companies.
  • Clients have individualized portals.
  • Canopy lacks scenario planning, which is essential.
  • No payroll management from Canopy.
  • Canopy fails to allow multi currency support.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • The top of this list is customer service without a doubt.
  • Innovating and updating the platform
  • Taking and implementing feedback from customers
  • Implement Organizers for business clients
  • Allow customization of Organizers
  • Continue focusing on a great CRM as opposed to tax prep software
December 11, 2019

Canopy Review

Rick Wacek | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Lewis Hurwitz | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Brandon Samuels | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Caitlin Campbell | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Keith "Duke"​ Jones TheCPATaxProblemSolver | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
MacKenzie Campbell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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).
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