Canopy, Inc. - South Jordan, Utah

Erica S.

I absolutely love using Canopy. I've tried using several different practice management software and Canopy is by far my favorite. It's easy to use, has an integrated file management system, billing, and tracks everything I need from clients to tasks. I appreciate that they actively try to make their software better and on the rare occasion I've needed help from support they were great to work with. I highly recommend them!

Accounting D.

Canopy is the only place where I get my clients personal information. We are able to send them personalized tasks of things that we need to do their tax returns or if we need something for doing their bookkeeping. I love how secure it is and easy for both me and our clients. I am not real crazy about the latest update because the far left portion of the screen takes up too much of the screen. And on some pages I am not able to move it or make it smaller. That would be a nice ability if that could be changed. But overall it is a wonderful app and I use it every day when I am at Slider CPA.

Maressa M.

I've gotten so much positive feedback from my clients after getting this software for my company. It's easy and simple, especially for my older clients who aren't as tech savvy. Gives my business more brand recognition and a professional look. Love the customer service and integrated workflow of the software. Highly recommend for any accountants and tax pros that are looking for safety features when sharing docs, easy way to take payments, and sending client requests. Thank you canopy for being an amazing team!!

Christine P.

Our firm has been using Canopy for 3 years now. The product is excellent and their technical support is great. We like how we can do basically everything in Canopy for our firm. AND, when faced with WISP compliancy, Canopy was able to show us how they actually surpass that heavy level of security. I would recommend them to accounting firms for sure.

SM B. S.

We at SM Business use Canopy to manage our book of business. With Canopy in place our clients have been happy and very responsive with sending us the right information at the right time.

It has been easy onboarding methods for new clients and for the existing clients it is a blessing as they are able to see almost everything in the portal.

Melissa L.

Canopy has been a game changer for our firm. After 25 years of struggling with multiple platforms we are delighted to have all we need in one super user friendly tool. Saves us an enormous amount of time and frustration. Client communication is clear and can be seen by the entire staff. Project management is awesome - especially utilizing their automations. Client experience is top notch!

Travis W.

About a year ago, I ventured out on my own to start my accounting practice and chose Canopy as my practice management software. I couldn't be happier with my decision. One of the main reasons I left my previous CPA firm was their outdated tech stack. It’s been a game-changer to have everything I need on one platform, rather than spread out over 5-10 different software products. Plus, I’ve been able to make my accounting firm 100% cloud-based, allowing me to work from anywhere. My clients love the convenience of the client portal, and it has significantly improved the overall experience for both parties. Canopy has transformed the way I interact with clients, making the entire CPA/client relationship more enjoyable.

— Travis Wheeler, CPA & Founder of Adventures Accounting

Lina H.

We use Canopy tax for our billing and client management. It has been a tremendous help especially during COVID and clients that are out if state. It is also utilized for uploading and downloading information back and forth to the client which is a convenience for them. Thank you Canopy for this software.