Canopy

Category: Task Management Tool

Industries: Communication, Marketing, Business, Education

Unclunk your accounting firm with Canopy’s cloud-based practice management suite. It’s client, document, workflow, time, billing, email, tax, and staff management. But that’s a mouthful. Doing all of these things in one software eliminates switching and clicking, which will help you and your staff improve efficiency, organization, and accuracy. You’ll even be able to help keep your clients efficient and organized with the client portal, automated reminders, eSign, payments, and more. Try Canopy!

20M+ Downloads
5/5

#1 in Magazines & Newspapers

Try for free

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Most popular feedback for Canopy

Document collection and management was great. They also have a great product roadmap and I got the impression the product is only going to get better as time goes on. It took a while, but we finally got a "collapse/expand all" feature for the documents. Very impressed with the customer service. Also, the UI is very clean and overall pleasant to use. The only feature I didn't pay for was the workflows, because I was already disappointed with the way that "tasks" were tracked, and didn't feel optimistic more money would make me more satisfied.

-Austin M.

Highlights

Pricing
Client Management*
$2.50
1 Client Per Year
Transcripts & Notices
$33.00
1 User Per Month
Document Management*
$40.00
1 User Per Month
Workflow*
$30.00
1 User Per Month
ProsCons
An easy place to track my clients and prospects and archive our emails instead of having a million saved emailsIt appears that it is designed to offer more practice management functionality but it seems once I paid for it, the support to train how to use it disappeared
Project tracking is also super helpfulNo phone calls, just pop up messages
I would recommend it to anyone who regularly deals with IRS transcriptsLack of charts showing all clients and the status of their case
Has saved us so much timeThis may be because I don't pay for all the bells and whistles
Purchased a license in order to use their Tax Prep software (NOT the tax management software - ability to track clients and manage the funnel of taxes)The company said I could try the product and cancel for up to 6 months
The software is cloud based and therefore easy to access."They now are refusing to cancel

Address

380 Data Dr. Suite 310 Draper, Utah 84020

Contact

[email protected]

855.616.7305

https://www.getcanopy.com/

See 13 Alternatives to Canopy

Canopy reviews

The most helpful aspect of Canopy is the ease in which clients are able to use the client portal and use the associated app. Even the clients that are technology challenged find the app easy to use. If they are happy using the portal, that makes my life much easier.

- Henrietta "Hank" W. Certified Public Accountant

I like Canopy and I'll continue to use it. I'm glad I'm working on the conversion in November rather than Feb/March. I expect to have everything perfect by the chaos of tax season.

- Nicole H. Manager/Owner

Improved practice management and time management. As well as a simple way for clients to securely share their files with me.

- Danny N. Owner

See how Canopy compares with other top products

What is Speechify?

Speechify is one of the most popular audio tools in the world. Our Google Chrome extension, web app, iOS app, and Android app help anyone listen to content at any speed they want. You can also listen to content in over 30 different voices or languages.

How can Speechify turn anything into an audiobook?

Speechify provides anyone with an audio play button that they can add on top of their content to turn it into an audiobook. With the Speechify app on iOS and Android, anyone can take this information on the go.

Learn more about text to speech online, for iOS, Mac, Android, and Chrome Extension.

Speechify is the #1 audio reader in the world

Get through books, docs, articles, PDFs, email – anything you read – faster.

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20M+ downloads

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