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 2111 reference ratings
4.8/5.0 (2111)
  • 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 the hub. So, if I want to see everything that we've committed to and what everyone's working on, I have one place to go.”

  • “We wouldn't have been able to do it this year without Canopy—we wouldn’t have been able to serve 615 people.”

  • "Canopy lets me work so much faster and makes me so much more productive - Canopy saves me at least an hour every time I pull a transcript."

Featured Case Studies

  • How Winthco Wealth Management streamlined operations, reduced administrative tasks, and enhanced client satisfaction using Canopy's all-in-one platform

  • We Legal, APC Canopy’s Intuitive Interface Makes Employee Onboarding Easy

  • How Canopy is the perfect software solution for making his expanding practice run more smoothly

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.