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 2086 reference ratings
4.8/5.0 (2086)
  • 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

  • “After less than three months of using Canopy, I had streamlined my process to the point that I could add $10,000 in monthly recurring revenue.”

  • “Pre-Canopy, we were perpetually behind, especially during tax season. Managing documents and workflows was a major challenge that drained both time and energy.”

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

Featured Case Studies

  • How AccountAbility, led by Melissa Laverty, transformed its operations with Canopy's all-in-one accounting software

  • BookSmarts Tax & Accounting Services is a year-round small business accounting firm that used Canopy to provide real-time visibility into every project

  • Alpine Mar CPA and Advisors' Success with Canopy

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.