Canopy

Canopy

22 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Canopy	Score8.7 out of 10	N/A	Canopy is tax practice management software from Canopy, Inc., with accounting functionality designed for tax professionals and their customers. It includes tax resolution analytics, automatic IRS form population, client management, transcript delivery and reporting, custom service workflows, penalty abatement, casework/client engagement tracking, client portals, and billing and invoicing capabilities.	N/A

Pricing

Canopy

No answers on this topic

Pricing Offerings
Canopy
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No

No setup fee

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Community Pulse
Key User Insights
	Canopy
Considered Both Products	Canopy, Inc. Ryan Robinson Partner in Finance and Accounting at Thrive CPA (Accounting, 1-10 employees) Chose Canopy In my opinion, CCH Axcess is superior but also costs more. I think CCH Axcess can be great if you set it up correctly but can be very messy if you don't invest considerable time in the setup. Overall, for the price we pay for Canopy, I'm happy with the product compared to CCH, … Incentivized Helpful? Robert Carley Senior Accountant in Finance and Accounting at Advisory365 (Management Consulting, 51-200 employees) Chose Canopy Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or … Incentivized Helpful? Rui Pereira, E.A. Senior Tax Manager in Finance and Accounting at Mason Accounting & Tax Services (Accounting, 1-10 employees) Chose Canopy Interface is so much cleaner and intuitive. Logics didn't have transcript delivery at the time and Canopy had it from the start. Overall pricing was 35% better. Incentivized Helpful? Lewis Hurwitz Owner in Corporate at Lewis Hurwitz, EA (Accounting, 1-10 employees) Chose Canopy Pit Bull IRS Solutions Incentivized Helpful? Brandon Samuels Finance Manager in Finance and Accounting at The Kraft Heinz Company (Non-Profit Organization Management, 10,001+ employees) Chose Canopy It is a slightly smaller scale version of Avalara. Cheaper to implement but not as good functionally. It totally depends on your company size and budget. Avalara is well known and well studied while Canopy seems to be an up-and-comer. Avalara is much more flexible but again that … Incentivized Helpful? Sharise Nobles Owner/ AFSP in Finance and Accounting at Nobles Bookkeeping & Tax LLC (Accounting, 1-10 employees) Chose Canopy I haven't really found any other product like Canopy. I've found many that if I put them together they might be a Canopy alternative but not just one program. For example, I've had one program for document storage, another for estimates and another for letters but in canopy … Incentivized Helpful? MacKenzie Campbell Director of Client Success/Operations in Customer Service at Tower Financial Partners (Financial Services, 1-10 employees) Chose Canopy Canopy is a hyper-CRM that does more than just track client interaction. It also does filing sharing in a way that's relevant to the client and constantly drives to client back to interacting with our firm. Incentivized Helpful?
	Would buy again
	No answers on this topic
	Delivers good value for the price
	No answers on this topic
	Happy with the feature set
	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic
	Implementation went as expected
No answers on this topic

Features

Canopy

Comparison of Type of tax features of Canopy
Feature	Canopy 9.8 3 Ratings
Sales and Use Taxes	10.03 Ratings
Cross-border Taxes	9.02 Ratings
VAT / GST Taxes	10.02 Ratings
Energy and Fuel Taxes	10.03 Ratings

Comparison of Tax Reporting & Compliance features of Canopy
Feature	Canopy 8.1 8 Ratings
Geolocation for Tax Assessment	9.02 Ratings
3rd-Party Software Integrations	2.06 Ratings
Tax Data Reporting	9.63 Ratings
Compliance Administration Management	9.26 Ratings
Tax Exemption Processing	10.03 Ratings
Tax Document Management	8.07 Ratings
Complex Tax Scenario Management	9.35 Ratings

User Ratings
	Canopy
Likelihood to Recommend	8.0 (12 ratings)
Support Rating	1.0 (1 ratings)