--- description: Get information about Canopy price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Canopy Price, Features, Reviews & Ratings - Capterra India --- Breadcrumb: [Home](/) > [Tax Practice Management Software](/directory/31359/tax-practice-management/software) > [Canopy](/software/150647/canopy-tax) # Canopy Canonical: https://www.capterra.in/software/150647/canopy-tax Page: 1 / 13\ Next: [Next page](https://www.capterra.in/software/150647/canopy-tax?page=2) > ll-in-one accounting practice management software. Manage workflows, CRM, billing, and AI tools with one platform and login. > > Verdict: Rated **4.5/5** by 286 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Canopy? Canopy is suited for midsize accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 286 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support Software | 4.5/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Canopy - **Location**: Lehi, US - **Founded**: 2013 ## Commercial Context - **Starting Price**: $22.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: Time \& Billing - $24/month per user, billed annually Workflow - $30/month per user, billed annually Transcripts \& Notices - $33/month per user, billed annually Document Management - $40/month per user, billed annually Client Management - $2.50/per client, per year, billed annually We provide contact-based pricing tailored specifically for your firm. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - Access Controls/Permissions - Accounting Software - Accounts Receivable Software - Approval Workflow - Archiving & Retention - Bank Reconciliation - Billing & Invoicing - CRM Software - Client Management - Client Portal - Collaboration Tools - Compliance Tracking - Contact Database - Customizable Invoices - Customizable Templates - Document Capture - Document Classification - Document Management Software - Document Storage - Due Date Tracking - Electronic Signature - Expense Tracking - File Conversion - File Sharing Software - Financial Management Software - Financial Reporting Software - For Tax Practices - Full Text Search - Invoice Processing - Meeting Management - Milestone Tracking - Mobile Payments - Payment Processing Software - Payroll Management - Project Management Software - Project Planning/Scheduling - Quotes/Estimates - Remote Support Software - Reporting/Analytics - Reporting/Project Tracking - Resource Management Software - Search/Filter - Status Tracking - Task Management Software - Tax Calculation - Tax Management software - Time & Expense Tracking - Time Tracking Software - Version Control - Workflow Management Software ... and 12 more features ## Integrations (23 total) - Adyen - Calendly - Drake Tax - FreshBooks - Gmail - Google Calendar - Google Contacts - Google Forms - Google Sheets - Intuit ProConnect Tax - Lacerte Tax - Mailchimp - Microsoft 365 - Microsoft Excel - Microsoft Outlook ... and 8 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - 24/7 (Live rep) - Chat ## Category - [Tax Practice Management Software](https://www.capterra.in/directory/31359/tax-practice-management/software) ## Related Categories - [Tax Practice Management Software](https://www.capterra.in/directory/31359/tax-practice-management/software) - [Accounting Practice Management Software](https://www.capterra.in/directory/31360/accounting-practice-management/software) - [Project Management Software](https://www.capterra.in/directory/30002/project-management/software) - [Billing and Invoicing Software](https://www.capterra.in/directory/30015/billing-and-invoicing/software) - [Document Management Software](https://www.capterra.in/directory/30063/document-management/software) ## Alternatives 1. [QuickBooks Online](https://www.capterra.in/software/141374/quickbooks-online) — 4.3/5 (8447 reviews) 2. [QuickBooks Enterprise](https://www.capterra.in/software/46497/quickbooks-enterprise) — 4.5/5 (20639 reviews) 3. [Xero](https://www.capterra.in/software/169561/xero) — 4.4/5 (3292 reviews) 4. [QuickBooks Desktop](https://www.capterra.in/software/173879/quickbooks-desktop-pro) — 4.4/5 (2559 reviews) 5. [NetSuite](https://www.capterra.in/software/135757/netsuite) — 4.2/5 (2041 reviews) ## Reviews ### "3 months in" — 4.0/5 > **Christina** | *22 December 2025* | Accounting Software | Recommendation rating: 8.0/10 > > **Pros**: The assistance we received from the onset was excellent. Staff was attentive and got us the answers we needed. > > **Cons**: Reporting has a lot to be desired. There need to be more canned/stock reports. The insights function with answers/liveboards are to complicated. Time needs to be more in line with a typical timesheet, totals for days without having to run filters. > > I think they listen and try to incorporate changes that the accounting firms need. Software was not really built for public accounting. ----- ### "Decent product for the money, could integrate better" — 3.0/5 > **Rachel** | *12 December 2025* | Accounting Software | Recommendation rating: 7.0/10 > > **Pros**: The interface is overall clean. Clients have been able to easily navigate on their end. Time tracking and reports are easy. The file sharing with clients is easy and secure. > > **Cons**: It doesn't integrate with much and there is a lot of set up to get tasks and workflows going. I absolutely hate the layout of the engagements for clients - its clunky to piece together and doesn't look good from the client side. They are slow to roll out new features but I am excited about some that have just come out or are about to. > > Overall its a decent product - price is comparable to other similar systems that integrate better though. I do like the idea of only having one product but while they are rolling out their features that I currently have other systems doing, it would be nice to have it all work together then the option to switch to Canopy's stuff only once its all updated. Customer Service has been hit or miss - sometimes very helpful and sometimes more frustrating. There's definitely a learning curve, but I feel that happens with any software. ----- ### "Change is always hard, but it will be worth it\!" — 5.0/5 > **Brent** | *12 December 2025* | Accounting Software | Recommendation rating: 9.0/10 > > **Pros**: We shopped for a long time for a program that was capable of replacing multiple other applications in our tech stack....and didn't find anything that we liked more than Canopy. We now have our client portals, communications, billing, task management and more in one platform that is easily accessible online or from the mobile app. > > **Cons**: Some of the setup was challenging and takes some time. I wish that there were better integrations directly with Thomson Reuters to move tax returns easily into the system. > > Overall, my staff really enjoys the software and the ease of use once the implementation was done. Change is always hard, but it's nice to be able to look back and say that it was worth it. ----- ### "Canopy - Still have a lot to learn...." — 4.0/5 > **Alicia** | *18 December 2025* | Financial Services Software | Recommendation rating: 9.0/10 > > **Pros**: Everything in one place--CRM, email capability, secure client portal; understand that we will have the capability to also text our clients. Need to find out more about this capability. > > **Cons**: ensuring I am leveraging all of it's capabilities to my benefit. Have to figure a lot out on my own. Tried to get assistance requesting a phone call, however no one called me. Will try to sort things out via tutorials. > > Overall CANOPY is good. Still have to learn more about automations and the Ai integration. Want to ensure that everything this tax season is set it and forget it for the most part. ----- ### "All-in-One CPA Firm Solution" — 5.0/5 > **Max** | *22 December 2025* | Accounting Software | Recommendation rating: 9.0/10 > > **Pros**: Canopy is an all-in-one solution for our client information, files, portal, and time \& billing. File and task sharing with our clients in real time is amazing. > > **Cons**: There are some features that have been requested and noted by Canopy but have yet to make their product update roadmap. > > Overall, Canopy's platform has reduced the time spent on day-to-day admin tasks drastically. It has made our client's file and communication experience with us easy and painless. And it looks to be built for future advancements. We've been very satisfied after 1+ years of fully using the platform. ----- Page: 1 / 13\ Next: [Next page](https://www.capterra.in/software/150647/canopy-tax?page=2) ## Links - [View on Capterra](https://www.capterra.in/software/150647/canopy-tax) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data