Canopy

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Read 30 Canopy reviews and testimonials from customers, explore 27 case studies and customer success stories, and watch 9 customer videos to see why companies chose Canopy as their Accounting Practice Management Software

Canopy is building sophisticated, cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of client information and documents, robust tax analytics, auto-completion of tax forms, and more.

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Customer Rating Review Scorebased on 2038 reference ratings
4.8/5.0 (2038)
  • Market Leader 2025 2025
    Summer 2025Market LeaderAccounting Practice Management Software
  • Top Performer 2025 2025
    Summer 2025Top PerformerTax Compliance Software
    • Top Rated Software 2024 2024
      2024Top Rated Software Award
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Featured Testimonials

  • "It’s a fabulous feeling to know how I can help."

  • “It's our hub for everything — it controls our workflow, it controls our clients' communication, it is our server, if you will, for client documents and storage. It's really the heart of our organization."

  • "It doesn’t matter where they are in the world, they always will have access to whatever information is important for them regarding their business in the palm of their hands, on their cellphones through the Canopy app.”

Featured Case Studies

  • How Employees Save 20 Hours a Week Using Canopy

  • Canopy’s Collections Workflow Reduces Paperwork Anxiety

  • How Campbell & Co, a new CPA firm uses Canopy to streamline and scale operations

Featured Customer Videos

Additional Canopy Information & Resources

Read Canopy Reviews, Testimonials & Customer References from 30 real Canopy customers.

Browse Canopy Case Studies, Customer Success Stories, & Customer References from 27 businesses that use Canopy.

Watch Canopy Customer Videos to learn why 9 businesses chose Canopy.