--- description: Detailed reviews on Canopy based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages thanks to GetApp United Arab Emirates. Compare Canopy with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Canopy Reviews, Prices & Ratings | GetApp UAE 2026 --- Breadcrumb: [Home](/) > [Tax Management Software](/directory/248/tax-management/software) > [Canopy](/software/106437/canopy-tax) # Canopy Canonical: https://www.getapp.ae/software/106437/canopy-tax Page: 1 / 13\ Next: [Next page](https://www.getapp.ae/software/106437/canopy-tax?page=2) > Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a CRM with a secure client portal. > > Verdict: Rated **4.5/5** by 286 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Canopy • Canopy is ideally suited for midsize accounting firms in need of a comprehensive practice management solution to organize their team, their workload, and their clients from one platform. • Productivity: See team’s daily progress at a bird’s eye view. Budget hours, track time, and delegate tasks easily. • Workflow: Streamline workflow by utilizing templates for letters, client requests, and ongoing projects. Utilize the task dashboard to track team’s daily workload. Use workflow to enable every person in the firm to understand what they’re working on at any given time. • Document management: Establish a central hub of documentation for the firm with organized, custom folder structures. Drag and drop, print, or scan files directly to client folders. • CRM: Manage all of contacts’ information from one place and display the information that matters most to the firm with custom fields and filters. • Communication: Track communication between team members and clients in one place. Plus, send bulk emails. • Client portal: Stay in sync with clients, through a custom-branded portal where they’ll have access to everything relevant to their case, including invoices, requests, files, payments, eSign. The client portal is available on both Android and iOS mobile devices. • Secure file exchange: All files are encrypted with bank-level security, enabling users to securely share files back and forth. Plus, users are in control of which documents clients and staff have access to or adding or removing permissions at any time. • eSignature: Collect electronic signatures, authenticated with knowledge-based authentication from clients. • Payments: Automate recurring payments, conveniently save client payment information. Also includes a dashboard overview and the ability to export to books. ## 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 - @mentions - ACH Payment Processing - AI Copilot - API - Access Controls/Permissions - Accounting Integration - Accounting Software - Accounts Receivable Software - Activity Dashboard - Activity Tracking - Alerts/Notifications - Annotations - Appointment Management - Approval Process Control - Approval Workflow - Archiving & Retention - Audit Management - Audit Trail - Bank Reconciliation - Billing & Invoicing ## 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 Management Software](https://www.getapp.ae/directory/248/tax-management/software) ## Related Categories - [Tax Management Software](https://www.getapp.ae/directory/248/tax-management/software) - [Tax Practice Management Software](https://www.getapp.ae/directory/1453/tax-practice-management/software) - [Billing and Invoicing Software](https://www.getapp.ae/directory/240/billing-invoicing/software) - [Document Management Software](https://www.getapp.ae/directory/284/document-management/software) - [Project Management Software](https://www.getapp.ae/directory/332/project-management/software) ## Alternatives 1. [Xero](https://www.getapp.ae/software/1671/xero) — 4.4/5 (3292 reviews) 2. [QuickBooks Online](https://www.getapp.ae/software/20428/quickbooks-online-edition) — 4.3/5 (8447 reviews) 3. [QuickBooks Enterprise](https://www.getapp.ae/software/115227/quickbooks-enterprise) — 4.5/5 (20639 reviews) 4. [QuickBooks Desktop](https://www.getapp.ae/software/2053357/quickbooks-desktop-pro) — 4.4/5 (2559 reviews) 5. [NetSuite](https://www.getapp.ae/software/9137/netsuite) — 4.2/5 (2041 reviews) ## Reviews ### "Canopy makes customer management easier by providing a way to organize customer information" — 4.0/5 > **Ahmed** | *3 July 2023* | Food Production | Recommendation rating: 7.0/10 > > **Pros**: Improved practice management and time management. > > **Cons**: Until Canopy improves that functionality, I still prefer to use Jetpack Workflow to manage my tasks > > Sorry our business is secret. ----- ### "Exceptional and More" — 4.0/5 > **Detra** | *12 December 2025* | Accounting Software | Recommendation rating: 8.0/10 > > **Pros**: I like the ease of communicating with clients and having a one-stop shop for interactions with our clients. The ability to invoice and receive payments of all kinds in one system is helpful. Sharing files and receiving signatures has been beneficial for our firm. > > **Cons**: The ease of communicating with spouses has been a learning curve. In addition, we have had challenges with preferred names as we are a personable firm. > > Stellar is the way I would describe my experience with Canopy. Despite the challenges, the benefits far exceed everything else. Instead of using five different systems to communicate with clients, Canopy has placed them all in one place. I believe our clients with enjoy Canopy as well. ----- ### "Terrible\!" — 1.0/5 > **Verified Reviewer** | *18 June 2021* | Accounting Software | Recommendation rating: 0.0/10 > > **Pros**: The whole "pull transcripts" thing used to be a draw, but it's really not that unique once you've been in the tax business. It doesn't take that much work to pull transcripts and figure out what's going on with them the 'old-fashioned way'. > > **Cons**: Terrible support. Refusal to update and improve software even with known bugs and issues. Not compatible with all screen sizes and they make you do workarounds. Broken buttons/links inside the user navigation. Can't refund through the app. > > Disliked. Empty promises. Tried multiple times to cancel my subscription, without success. I would never recommend this company and its software to anyone. Taxdome would be my starting suggestion, or just about anything else. ----- ### "Great Software for Automation" — 5.0/5 > **Pat** | *12 December 2025* | Accounting Software | Recommendation rating: 8.0/10 > > **Pros**: It's easy to use and setup automations and gives clients easy access to their data. It also allows you to track time on projects > > **Cons**: You can't complete a task from the timer and it can be difficult to explain to older clients that are not used to interacting with technology. > > Canopy is an excellent piece of software for accounting firms. You can send automated reminders to clients, create tasks to track your work, setup billing, and track time on projects ----- ### "Never want to work without Canopy\!" — 5.0/5 > **Larissa** | *16 December 2025* | Accounting Software | Recommendation rating: 9.0/10 > > **Pros**: Its very easy to use for out staff and clients. I like that they continure to release new helpful features . > > **Cons**: That certain features aren't included like an appointment scheduler, or the ability to schedule Emails. > > Our overall experience with Canopy has been great, they have the best customer services\! License management has also been very helpful. ----- Page: 1 / 13\ Next: [Next page](https://www.getapp.ae/software/106437/canopy-tax?page=2) ## Links - [View on GetApp](https://www.getapp.ae/software/106437/canopy-tax) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data