Canopy - You should check it out
August 09, 2021

Canopy - You should check it out

Jon Freemon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Canopy

Our entire staff utilizes Canopy on a daily basis. It's used to manage workflows, share documents within the company AND with clients, collect signatures and payments. We also use it as our virtual filing cabinet. It's great.


  • 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
  • We had Canopy before the pandemic so the transition to the demand for virtual tax preparation was smooth.
  • Allowing clients access to their documents at their will saves us so much time.

Do you think Canopy delivers good value for the price?


Are you happy with Canopy's feature set?


Did Canopy live up to sales and marketing promises?


Did implementation of Canopy go as expected?


Would you buy Canopy again?


Canopy can handle supporting your tax firm from start to finish.

Canopy Feature Ratings

Geolocation for Tax Assessment
Not Rated
3rd-Party Software Integrations
Not Rated
Tax Data Reporting
Not Rated
Compliance Administration Management
Not Rated
Tax Exemption Processing
Not Rated
Tax Document Management
Complex Tax Scenario Management
Not Rated


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