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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  • 30 Testimonials View
  • 27 Case Studies View
  • 9 Customer Videos View
Customer Rating Review Score based on 2328 reference ratings
4.8/5.0 (2328)
  • Summer 2025 Market Leader Accounting Practice Management Software
    Press Release Report
  • Summer 2025 Top Performer Tax Compliance Software
    Press Release Report
    • 2024 Top Rated Software Award
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Featured Testimonials

  • “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 …

    Shawn Flattery

  • “It's the hub. So, if I want to see everything that we've committed to and what everyone's working on, I have one place to go.”

    Chris Mossa Founder and CEO

  • "We were sort of married to a very clunky, horrendous, old-school software. It was very cumbersome."

    Melissa Laverty Founding Partner
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Featured Case Studies

  • Tower Financial Partners Using Canopy to Attract Millennial Clients

    Caitlin Campbell EA and Owner

  • Maintain Quality of Work When Key Staff Leave

    Steven Wik Schlabach Enterprises

  • How Harvest Accounting Firm leveraged Canopy Insights to revolutionize operations, enhance client …

    Eric A. Bonney Managing Shareholder
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Featured Customer Videos

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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.

FeaturedCustomers has 1,898,252+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.