Canopy - A great little software
December 08, 2018

Canopy - A great little software

Brandon Samuels | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Canopy

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.
  • Lower headcount.
  • Higher 1st-year implementation cost.
  • More efficient employees.

It is a slightly smaller scale version of Avalara.

Cheaper to implement but not as good functionally. It totally depends on your company size and budget.

Avalara is well known and well studied while Canopy seems to be an up-and-comer. Avalara is much more flexible but again that comes at a higher cost

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.

Canopy Feature Ratings

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