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 2166 reference ratings
4.8/5.0 (2166)
  • 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

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

  • “We’re a small, family-run firm dedicated to providing a client-first experience. Our goal is to establish long-lasting relationships through exceptional service.”

  • “Canopy is that extra person in our department that really allows us to grease all the gears and make sure that everything is moving smoothly.”

Featured Case Studies

  • Integrated Financial Group Accounting Firm Attracts 95% of Clients From Out of State

  • How Unity Business Advisors transformed client satisfaction and streamlined operations by integrating Canopy

  • How Accountability Services leveraged Canopy for streamlined operations, boosted efficiency, and improved client satisfaction

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.