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 2305 reference ratings
4.8/5.0 (2305)
  • 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
more awards

Featured Testimonials

  • "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."

  • "Canopy has appealed widely to clients who are into technology—they no longer have to mail documents, they’re able to interact with us in a real-time manner. It makes the process simpler and less painful when dealing with taxes.”

  • "Canopy gave me back at least four hours a day. That means a lot, especially when you have 60-80 hour work weeks."

Featured Case Studies

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

  • How Little, Shaneyfelt, Marshall & Co. streamlined workflows and improved client experiences with Canopy

  • 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.