Canopy

Name: Canopy
Rating: 4.8 (885 reviews)
Author: Canopy Tax

Accounting Practice Software

Free

885 Ratings
Ages

4+
Years
Category

Business
Developer

Canopy Tax
Language

EN
English
Size

97.3
MB

Canopy is the firm-wide operating system that helps you build the accounting firm you've always wanted. And with the Canopy mobile app, you stay connected and productive from anywhere, giving you everything you need to manage your firm and clients from the palm of your hand. Stay in touch with clients Stay connected to your clients and their work. With ready access to your clients' information, you can keep things moving and answer the important questions on the go. Take files anywhere Be prepared for any client, IRS call, or firm conversation with mobile access to your files. Easily review, annotate, scan, and store them. Even upload photos from messages or file storage apps on the go. Manage your work Keep track of your client projects. Leverage workflow automation, create new tasks, update existing ones, or send client requests. Track time worked and reply to your clients—all from your fingertips. Get paid faster Review your clients' outstanding and past invoices, resend payment requests, and receive or record payments lickety-split. Security built for mobile Protect your information with multi-factor authentication, encryption, and touch or face identification. Manage devices and revoke access on the fly. About Canopy Canopy is a cloud-based practice management suite for accounting professionals. The suite includes the Client Engagement Platform—the foundation of everything—Document Management, Workflow, Time & Billing, Insights, and Tax Resolution.

Ratings & Reviews

4.8

out of 5

885 Ratings

Excellent addition to Practice Mngmt Platform
12/30/2024

DaniB from FL
We use the Canopy Tax platform for Accounting Practice Management. The web based software is quite good as compared to other platforms. However, the companion app is fantastic! I can get so much pertinent information from it! It is very useful when I am out of the office, either at a client or just not working. It allows me to answer clients questions without having to log onto the software on my PC. The fact that I can log my time while working at a client’s office is also very good. If I had to ask for one improvement, it would be the ability to bill a client through the app. Overall I strongly recommend this app to any accounting practitioner.
Excellent addition to Practice Mngmt Platform
12/30/2024

DaniB from FL

We use the Canopy Tax platform for Accounting Practice Management. The web based software is quite good as compared to other platforms. However, the companion app is fantastic! I can get so much pertinent information from it! It is very useful when I am out of the office, either at a client or just not working. It allows me to answer clients questions without having to log onto the software on my PC. The fact that I can log my time while working at a client’s office is also very good. If I had to ask for one improvement, it would be the ability to bill a client through the app. Overall I strongly recommend this app to any accounting practitioner.
Accounting office
11/08/2023

Kellydfarias
We have been able to adapt r really well to canopy as part of our practice. It’s convenient and practical to have all clients info concentrated in one place and to provide them their own login access to the clients portal. I tell them that our office provides them with their very own digital file vault with our office where their information is securely stored and accessible at any time. It’s really been great. I’d love to see the clients ability to submit requests to the office through the same platform in the future.
Accounting office
11/08/2023

Kellydfarias

We have been able to adapt r really well to canopy as part of our practice. It’s convenient and practical to have all clients info concentrated in one place and to provide them their own login access to the clients portal. I tell them that our office provides them with their very own digital file vault with our office where their information is securely stored and accessible at any time. It’s really been great. I’d love to see the clients ability to submit requests to the office through the same platform in the future.
2 Months and more grateful
02/02/2021

Curtis-Tax
We have been implementing Canopy into our practice over the past two months. There has been a painful learning curve and there are issues that can use refinement, however, the development team continues to make significant improvements and support has been incredible at helping with the learning curve. No regrets!Primary reason migrating from previous client-portal was for better user-interface. So far, feedback from even the non-techy clients is very positive!

Developer Response
So glad you are finding Canopy to be valuable and that the mobile app helps you and your clients be more efficient. If you ever have any suggestions you might want to see in the app, please go to the settings area and submit them.
2 Months and more grateful
02/02/2021

Curtis-Tax

We have been implementing Canopy into our practice over the past two months. There has been a painful learning curve and there are issues that can use refinement, however, the development team continues to make significant improvements and support has been incredible at helping with the learning curve. No regrets!Primary reason migrating from previous client-portal was for better user-interface. So far, feedback from even the non-techy clients is very positive!
Developer Response 11/18/2021
So glad you are finding Canopy to be valuable and that the mobile app helps you and your clients be more efficient. If you ever have any suggestions you might want to see in the app, please go to the settings area and submit them.
Handy but not helpful
07/18/2024

sirfrisco
This app is very limited in it’s workflow ability. While it’s nice to see and edit clients and their files, using this for workflow is just not good. There is no way to see what items have been uploaded or commented on by clients, nor does the files section denote any new files until you open a client’s folder. The app is handy for quick reference, but not really a workable part of the day. I would like to see tasks sortable by date, client, or status, as well as a Notification Center so that I know when clients have commented on a request or uploaded a file.*UPDATE* I provided this feedback to Canopy through the app.

Developer Response
Tons of great feedback here! We are with you on all of these areas and hope to continue making improvements. Even better... please submit this feedback in the app so we can reach out to you for future research.
Handy but not helpful
07/18/2024

sirfrisco

This app is very limited in it’s workflow ability. While it’s nice to see and edit clients and their files, using this for workflow is just not good. There is no way to see what items have been uploaded or commented on by clients, nor does the files section denote any new files until you open a client’s folder. The app is handy for quick reference, but not really a workable part of the day. I would like to see tasks sortable by date, client, or status, as well as a Notification Center so that I know when clients have commented on a request or uploaded a file.*UPDATE* I provided this feedback to Canopy through the app.
Developer Response 07/12/2024
Tons of great feedback here! We are with you on all of these areas and hope to continue making improvements. Even better... please submit this feedback in the app so we can reach out to you for future research.

Updated payment flows that honor to your firm's payment methods offered when making payments on behalf of your clients.

Version 2.18.0

Dec 15

Data Linked to You

The following data may be collected and linked to your identity:
- Location
- Contact Info
- User Content
- Identifiers
- Usage Data
- Diagnostics