Soo easy to use & great feature set
August 09, 2021

Soo easy to use & great feature set

Rui Pereira, E.A. | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Canopy

I had Canopy initially implement specifically in the tax department to manage my tax resolution clients but during the initial 12 month subscription, we determined it would be a useful customer relationship solution so it was rolled out to the accounting & bookkeeping area.

Canopy delivered a single source platform to manage the entire client relationship. We used it to collaborate amongst team members, store critical client documents and create IRS forms to submit. I also was impressed with the transcript delivery tool.
  • Interface is easy to use & understand
  • Single view of all things tax
  • Transcript delivery is great
  • They can add a few more columns to interface to include total tax liability amount
  • Reporting of data can be more inclusive
  • It took a practice from zero revenue to $45k in 12 months
  • Saved company from having to invest in multiple tools
  • Enabled collaboration across departments and functions
Interface is so much cleaner and intuitive. Logics didn't have transcript delivery at the time and Canopy had it from the start. Overall pricing was 35% better.

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Great interface
Singular database for all tax data
Transcript interface is great

Canopy Feature Ratings

Not Rated
Sales and Use Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
3rd-Party Software Integrations
Tax Data Reporting
Compliance Administration Management
Tax Document Management
Complex Tax Scenario Management