--- 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) > Accounting practice management software that assists with document, client, tax, payment, billing and proposal management processes. > > 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 (8431 reviews) 2. [QuickBooks Enterprise](https://www.capterra.in/software/46497/quickbooks-enterprise) — 4.5/5 (20634 reviews) 3. [Xero](https://www.capterra.in/software/169561/xero) — 4.4/5 (3287 reviews) 4. [QuickBooks Desktop](https://www.capterra.in/software/173879/quickbooks-desktop-pro) — 4.4/5 (2556 reviews) 5. [NetSuite](https://www.capterra.in/software/135757/netsuite) — 4.2/5 (2019 reviews) ## Reviews ### "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. ----- ### "Just OK...needs improvement" — 3.0/5 > **David** | *22 December 2025* | Accounting Software | Recommendation rating: 4.0/10 > > **Pros**: Portal, task visibility, modern look and feel, task automation, folder structure, clean look and feel, > > **Cons**: Flexibility, Best/Leading practices, Invoicing/Billing, assigning tasks, training, Executive Dashboard, calendar functionality, Hierarchy between Engagement and Task and sub tasks, > > Ok. Customer support and consulting have been just ok. I have asked multiple times for a strategic quarterback to help design and build a system that lines up with our business model. ----- ### "You need Canopy and don't know it" — 5.0/5 > **Neal** | *14 January 2026* | Accounting Software | Recommendation rating: 10.0/10 > > **Pros**: Canopy is a comprehensive program that takes the place of 6 programs we used to use. The learning curve for canopy is quite easy. Our clients like it because they can more readily communicate with the tax preparers, unload documents, review the tax return before it is ready to be signed, pay the invoice for the prep and sign the document all in one place. This system we estimate will save us about 6k per month. > > **Cons**: Preparing everything in advance to upload into canopy. It is very tedious organizing almost four thousand files and determining who is active and not active > > it has been great. The support we have received from our reps has been outstanding. \[sensitive content hidden\] was our onboarding rep and did an excellent job answering questions and guiding us through every step. ----- ### "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. ----- ### "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. ----- 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