Canopy

Name: Canopy
Rating: 4.8 (995 reviews)
Author: Canopy Tax

By: Canopy Tax

Accounting Practice Software

Features & Capabilities

Canopy is the firm-wide operating system for accounting firms. This cloud-based practice management suite powers your firm from client engagement to tax resolution, with modules like Client Engagement Platform, Document Management, Workflow, Time & Billing, Insights, and Tax Resolution. The Canopy mobile app keeps your team connected and productive from anywhere.

Stay in touch with clients, access and share files on the go, review and annotate documents, and upload from messages or storage apps. Automate workflows, create tasks, track time, send client requests, and accelerate payments. All data is protected with multi-factor authentication, encryption, and device controls to keep your practice secure.

User Growth & Download Statistics

App Task Management Privacy & Security

By:

Canopy Tax

Rating:

4.80

(995) 2 new ratings

Version:

2026.6.3 Last updated: 2026-06-09

Version code:

886691104

Creation date:

2019-04-05

Compatible devices:

Size:

103.40MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-06-14

Compare stats and ranking:

Ranking

# 57,732 ▼ 30

Other platforms

Canopy (v2026.6.3)

12,261 4.72

(150)

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

Canopy Tax

Apple Apps Store

https://apps.apple.com/us/app/canopy/id1444764477

Website:

https://www.getcanopy.com/

User Reviews

Canopy is a CPA-focused practice management platform praised for centralized features and strong mobility. It saves time through automations, provides a secure client portal, and is generally easy to use. Common drawbacks relate to mobile parity with the web (missing billing/time/reports), search reliability, and occasional login or support responsiveness issues. Overall, it’s a highly productive tool with ongoing improvements, though users crave better mobile parity and reliability.

Pros

Centralized, CPA-focused platform with extensive features
Powerful mobile app enabling most firm tasks on the go
Time-saving automations and workflows that boost productivity
Secure client portal and easy client access
User-friendly interface and client view that aids onboarding

Cons

Mobile app lacks full parity with the web version (no billing, time tracking, or reporting)
Unreliable client search resulting in missing results
Mobile login issues/verification loops
Customer service responsiveness concerns (slow/hard to reach)

Recent reviews

Efficient and amazing tool! Workflow is beautiful and it helps save my staff and I countless hours with its automations!

by St*****, 2026-04-15

Canopy fixed the ‘Active Work’ bug so I’m happy with that. Other than that, this is a good companion app for your firm management. I call it companion because it doesn’t sport all the features the web version does. It’d be awesome if more features could be added to bring the experiences closer together. Sending questionnaires and signature requests to clients through the app is my top request. Creating invoices and sending would be a nice touch as well. Overall, happy with the app, but there is small room to improve on missing features so 4*.