--- description: Reviews zu Canopy Software: Systemübersicht, Funktionen, Preisinformationen und Ratings & Reviews. Entdecke kostenlose Live-Demos und vergleiche Canopy mit ähnlichen Programmen. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Canopy | Bewertungen, Preise und Demos – SoftwareAdvice DE --- Breadcrumb: [Startseite](/) > [Steuerberater Software
](/directory/4237/tax-practice-management/software) > [Canopy](/software/127735/canopy) # Canopy Canonical: https://www.softwareadvice.de/software/127735/canopy Seite: 1 / 13\ Weiter: [Nächste Seite](https://www.softwareadvice.de/software/127735/canopy?page=2) > Canopy ist eine cloudbasierte Plattform für das Kanzleimanagement und die Steuerbeilegung für Buchhaltungsfirmen, Steuerfachleute, Steueranwälte und eingeschriebene Agenten. Die Plattform bietet eine integrierte Suite mit verschiedenen Tools, um die Effizienz zu steigern und gleichzeitig ein vernetztes Kundenerlebnis zu schaffen. Canopy bietet eine mobile App, in der Kunden Dateien sicher freigeben, Fall-Aufgabenlisten ausfüllen, Dokumente elektronisch signieren, Rechnungen anzeigen und Zahlungen vornehmen können. Die mobile App ist sowohl mit iOS- als auch mit Android-Geräten kompatibel. Canopy umfasst Funktionen wie Vogelperspektive, Kundenanfragen, Kommunikation, automatisierte Workflows, nutzerdefinierte Vorlagen, Dokumentenüberprüfung, Zahlungen, Transkripte-Abruf, Steuerbeilegung, Benachrichtigungen und mehr. Die Lösung verfügt über ein Praxisverwaltungsmodul, mit dem Nutzer das Onboarding von Kunden automatisieren, einen sicheren Dateiaustausch verwalten und die Kundenkommunikation verfolgen können. Die Preise basieren auf einem Jahresabonnement. Support ist über Telefon, E-Mail, eine Online-Wissensdatenbank und Videotutorials verfügbar. > > Bewertung: **4.5/5** von 286 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.5/5** | 286 Nutzerbewertungen | | Bedienkomfort | 4.5/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.5/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.2/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.3/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 80% | (8/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Canopy - **Region**: Lehi, USA - **Gegründet**: 2013 ## Gewerblicher Kontext - **Startpreis**: 22,00 $ - **Preismodell**: (Kostenlose Version verfügbar) (Kostenlose Testversion) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (mobil), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Kanada, Vereinigte Staaten ## Funktionen - @mentions - ACH Zahlungsabwicklung - AI Copilot - API - Abrechnung & Rechnungsstellung - Abrechnungsportal - Aktivitäts-Dashboard - Aktivitäts-Verfolgung - Alarmfunktion / Benachrichtigungen - Angebote / Schätzungen - Anmerkungen - Anpassbare Berichte - Anpassbare Felder - Anpassbare Formulare - Anpassbare Rechnungen - Anpassbare Vorlagen - Archivierung & Aufbewahrung - Audit Trail - Aufgabenmanagement - Benutzer-Management ## Integrationen (23 insgesamt) - 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 ... und 8 weitere Integrationen ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - 24/7 Live-Support - Chat ## Category - [Steuerberater Software
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[QuickBooks Desktop](https://www.softwareadvice.de/software/17316/quickbooks-pro) — 4.4/5 (2564 reviews) ## Nutzerbewertungen ### ""The future is now\!"" — 5.0/5 > **Steven R** | *27. Mai 2021* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files. Endless opportunities due to constant upgrades and add-ons. We are currently migrating our entire firm onto the platform and utilizing the client portal feature to exchange information and save on printing, customer requests and storage options. Most impressive is their constant interaction asking how they can improve and getting feedback on new features. > > **Nachteile**: I really don't have any dislikes, and if something is a little clunky with a layout or usability they are usually upgrading or fixing it. I'm excited to see tax software so I guess I dislike not having it? The tax software would plug another hole and add well to the transcript and tax form resolution features. > > Saves us time with client and task tracking. No more chasing spreadsheets and lists. ----- ### "Canopy is a solid client management software with great Customer Service\!" — 4.0/5 > **Natalie** | *2. Januar 2026* | Buchhaltung | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: It was fairly simple to learn and helped us get all of our client management in one place. Their support team is fabulous, often responding within moments, and resolving issues (which are fairly rare) sooner than I expect. The ability to securely share and receive files from clients is a game-changer\! > > **Nachteile**: The hardest part of Canopy is using the templates and automations. I'm a bit of a computer geek, so I enjoyed that process, but I can see some people finding it cumbersome to learn. The recent revamp has been a bit of a struggle to understand, as well, but I'm confident we'll get used to it soon. > > Worth the time and expense to manage your clients and tasks. I don't use the invoicing because it doesn't connect to QB desktop, but all in all, I am so thankful for its ability to track and organize, as well as give clients access to their files 24/7. ----- ### "Great Product\! Such a Time Saver\!" — 5.0/5 > **Lauren** | *7. August 2019* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Pulling IRS transcripts using this software is a dream. When you get transcripts through the IRS website you have to pull them one at a time, and if they aren't ready yet you have to repeat this process everyday. With Canopy, you enter the taxpayer's information and then all you have to do to refresh the information is click the refresh button. So much easier to use\! Plus you can setup multiple client at one time and let the software run in the background until it has checked them all with the IRS, meanwhile you can move on to other work. > > **Nachteile**: It would be easier if you didn't have to reestablish the link to the IRS everyday, and wait for the IRS code to come through. However, for security reason I understand why this is necessary. > > Love it\! I would recommend it to anyone who regularly deals with IRS transcripts\! Has saved us so much time\! ----- ### "Excellent All-in-One Solution for Accountants and Tax Professionals" — 5.0/5 > **Sophie** | *20. April 2026* | Buchhaltung | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: As an accountant and tax preparer, I find Canopy to be an excellent tool that I use daily. It’s perfectly suited for my needs and helps streamline my workflow significantly. The platform enables small businesses or solo practitioners to stay organized and operate with the efficiency of a larger firm. The engagement module is particularly useful, it may not be perfectly customizable, but it is more than sufficient for most needs. I also appreciate the client portal, which clients find easy to use and reassuring in terms of data security. > > **Nachteile**: While the engagement module works well overall, it does have some limitations in customization. Additionally, the AI chat support is not always accurate, which can sometimes slow things down. However, this is balanced out by the responsiveness and helpfulness of the customer support team when direct assistance is needed. > > Overall, I am highly satisfied with Canopy. It has become an essential part of my daily operations and is especially well-suited for accounting and tax preparation work. The platform delivers strong functionality, good client experience, and reliable support, making it a valuable tool for professionals in the field. ----- ### "Canopy solves my pain points" — 5.0/5 > **Amy** | *12. Dezember 2025* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: It solves several problems, from secure document storage, file sharing with clients, e-signatures, and task management, to invoicing, payment processing, engagements, and many more. > > **Nachteile**: There's a bit of a learning curve, and there are some limitations based on your business entity type. > > Customer support is great. Even if I don't get the answer I'm hoping for, I still feel heard. Their user experience surveys lead to practical and useful improvements to the software. Clients have no problems connecting to and using their Client Portal. ----- Seite: 1 / 13\ Weiter: [Nächste Seite](https://www.softwareadvice.de/software/127735/canopy?page=2) ## Links - [Auf SoftwareAdvice anzeigen](https://www.softwareadvice.de/software/127735/canopy) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Strukturierte Daten