--- description: Learn more about Canopy pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Canopy Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Tax Practice Management Software](/directory/31359/tax-practice-management/software) > [Canopy](/software/150647/canopy-tax) # Canopy Canonical: https://www.capterra.ca/software/150647/canopy-tax Page: 1 / 13\ Next: [Next page](https://www.capterra.ca/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 285 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** | 285 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**: US$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.ca/directory/31359/tax-practice-management/software) ## Related Categories - [Tax Practice Management Software](https://www.capterra.ca/directory/31359/tax-practice-management/software) - [Accounting Practice Management Software](https://www.capterra.ca/directory/31360/accounting-practice-management/software) - [Project Management Software](https://www.capterra.ca/directory/30002/project-management/software) - [Billing and Invoicing Software](https://www.capterra.ca/directory/30015/billing-and-invoicing/software) - [Document Management Software](https://www.capterra.ca/directory/30063/document-management/software) ## Alternatives 1. [Xero](https://www.capterra.ca/software/169561/xero) — 4.4/5 (3273 reviews) 2. [NetSuite](https://www.capterra.ca/software/135757/netsuite) — 4.2/5 (2003 reviews) 3. [QuickBooks Online](https://www.capterra.ca/software/141374/quickbooks-online) — 4.3/5 (8394 reviews) 4. [QuickBooks Enterprise](https://www.capterra.ca/software/46497/quickbooks-enterprise) — 4.5/5 (20614 reviews) 5. [QuickBooks Desktop](https://www.capterra.ca/software/173879/quickbooks-desktop-pro) — 4.4/5 (2552 reviews) ## Reviews ### "Basic Accounting Software or CRM" — 5.0/5 > **Aasil** | *July 17, 2025* | Accounting Software | Recommendation rating: 7.0/10 > > **Pros**: we liked the time tracking thing the most. Always used to track the time and bill the clients accordingly. > > **Cons**: The invoice. It is not efficient and user friendly Sometimes had error and caused it hard for us to bill the client. > > overall very good but pricey. The price was too much like around $500 a month which is a lot. that also in USD. ----- ### "Great all-in-one tool but pricey and need polish" — 5.0/5 > **Verified Reviewer** | *September 21, 2025* | Investment Management Software | Recommendation rating: 10.0/10 > > **Pros**: Easy to use, clean design. Client portal is super helpful, clients upload docs, see invoices, all in one place, saves lot of time. Helped a lot when I had to prepare documentation for clients taxes. > > **Cons**: Price is a bit high, some file issues happen and workflow not always flexible. Few bugs here and there can slow things down. > > Good for accounting and tax calculation needs for who want everything in one system. Once you get used to it, makes work faster and more simple. ----- ### "Canopy really lives up to its name\!" — 5.0/5 > **Carra-Danielle** | *November 12, 2025* | Oil & Energy | Recommendation rating: 9.0/10 > > **Pros**: I love that it has a place to personalize your homepage, follow topics, and access news/events. Being a hub, it helps with organization and collaboration. > > **Cons**: though I use it I think I like the kudos the least. Mostly because my organization rarely uses it and it isn't really recognized. > > Canopy is a wonderful central hub for team communication, company updates, and resources. Integrated with tools like SharePoint and advanced search features for documents, media, and employee profiles it is a very useful application. ----- ### "3 months in" — 4.0/5 > **Christina** | *December 22, 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. ----- ### "Just OK...needs improvement" — 3.0/5 > **David** | *December 22, 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. ----- Page: 1 / 13\ Next: [Next page](https://www.capterra.ca/software/150647/canopy-tax?page=2) ## Links - [View on Capterra](https://www.capterra.ca/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