--- 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
](https://www.softwareadvice.de/directory/4237/tax-practice-management/software) ## Ähnliche Kategorien - [Steuerberater Software
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[QuickBooks Desktop](https://www.softwareadvice.de/software/17316/quickbooks-pro) — 4.4/5 (2559 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\! ----- ### "Canopy ... A little help please ???" — 3.0/5 > **Tina** | *29. Dezember 2025* | Buchhaltung | Empfehlungsbewertung: 2.0/10 > > **Vorteile**: It could be an all-in-one system for running accounting/tax/tax resolution firm. My clients are used to the client portal, so it is hard to switch them to another product. Emails go into Canopy but attaching to a task is either possible or impossible > > **Nachteile**: Hard to learn. Task Screen to see what work is done, in progress etc. is impossible...I've gone back to a google doc. The Task Screen has columns Task and Task with Sub-Task for each entry which doesn't tell you anything and takes up main space in the screen. Would be helpful if the Column Header Task could show the TYPE of TASK like Tax, Accounting, Tax Resolution or name a special project. Then you could sort based on type of work. Sub Task Column is useless and unnecessary. Videos are too much of an overview. Customer Service is impatient and just refer you to videos and help which i have already reviewed. There are no definitions of terms used in help section. > > I'm trying NOT to switch because my clients are already used to the client portal but smart vault/Liscio other products recommended by\[sensitive content hidden\] seem to work better and easier ----- ### "You need Canopy and don't know it" — 5.0/5 > **Neal** | *14. Januar 2026* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Canopy is a comprehensive program that takes the place of 6 programs we used to use. The learning curve for canopy is quite easy. Our clients like it because they can more readily communicate with the tax preparers, unload documents, review the tax return before it is ready to be signed, pay the invoice for the prep and sign the document all in one place. This system we estimate will save us about 6k per month. > > **Nachteile**: Preparing everything in advance to upload into canopy. It is very tedious organizing almost four thousand files and determining who is active and not active > > it has been great. The support we have received from our reps has been outstanding. \[sensitive content hidden\] was our onboarding rep and did an excellent job answering questions and guiding us through every step. ----- 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