Canopy

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Read 20 Canopy reviews and testimonials from customers, explore 20 case studies and customer success stories, and watch 8 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 2009 reference ratings
4.8/5.0 (2009)
  • Market Leader 2024 2024
    Summer 2024Market LeaderAccounting Practice Management Software
  • Top Performer 2024 2024
    Summer 2024Top PerformerTax Compliance Software
    • Top Rated Software 2024 2024
      2024Top Rated Software Award
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Featured Testimonials

  • "We are the modern day accounting firm and that is what our focus is and we're going to continue to champion that."

  • “We would not go back to the software we were using before, even if they gave it to us for free.”

  • “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."

Featured Case Studies

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

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

  • Nobles Bookkeeping 3x More Tax Resolution Cases with Canopy's Transcripts Tool

Featured Customer Videos

Additional Canopy Information & Resources

Read Canopy Reviews, Testimonials & Customer References from 20 real Canopy customers.

Browse Canopy Case Studies, Customer Success Stories, & Customer References from 20 businesses that use Canopy.

Watch Canopy Customer Videos to learn why 8 businesses chose Canopy.