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 2042 reference ratings
4.8/5.0 (2042)
  • 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

  • “Canopy has made me much more efficient in tax resolution work. Not only does the software create efficiencies, but using it has helped me complete tax resolution faster, saving me valuable time.”

  • "Choosing the right software made training and onboarding staff easy."

  • “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.”

Featured Case Studies

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

  • Utah Tax Clinic Able To Serve 30% More Clients Thanks To Canopy Donation

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

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.