# Canopy — Accounting Practice Software

> Cloud-based accounting practice management software for professionals. (iPhone/iPad app by Canopy Tax.)

- Source: https://appshunter.io/ios/app/canopy/id1444764477 (this page in markdown: same URL + `.md`)
- Developer: [Canopy Tax](https://appshunter.io/developer/1444764476)
- Category: Business, Productivity
- Price: Free
- Rating: 4.80/5 from 1,033 App Store ratings · 40 written reviews indexed
- Age rating: 4+
- Requires: iOS 17.0 · 104 MB
- Languages: American English
- Released: 2019-04-05
- Data updated: 2026-08-25
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/canopy/id1444764477/reviews.md

## What is Canopy?

Canopy is the firm-wide operating system that helps you build the accounting firm you've always wanted. And with the Canopy mobile app, you stay connected and productive from anywhere, giving you everything you need to manage your firm and clients from the palm of your hand.

Stay in touch with clients
Stay connected to your clients and their work. With ready access to your clients' information, you can keep things moving and answer the important questions on the go.

Take files anywhere
Be prepared for any client, IRS call, or firm conversation with mobile access to your files. Easily review, annotate, scan, and store them. Even upload photos from messages or file storage apps on the go.

Manage your work
Keep track of your client projects. Leverage workflow automation, create new tasks, update existing ones, or send client requests. Track time worked and reply to your clients—all from your fingertips.

Get paid faster
Review your clients' outstanding and past invoices, resend payment requests, and receive or record payments lickety-split.

Security built for mobile
Protect your information with multi-factor authentication, encryption, and touch or face identification. Manage devices and revoke access on the fly.

About Canopy
Canopy is a cloud-based practice management suite for accounting professionals. The suite includes the Client Engagement Platform—the foundation of everything—Document Management, Workflow, Time & Billing, Insights, and Tax Resolution.

## Key features

- Client communication and information access
- Mobile file management and annotation
- Workflow automation and task management
- Time tracking and client requests
- Invoice review and payment processing
- Mobile security with multi-factor authentication

## What do users think of Canopy?

Overall sentiment: positive

**Pros**

- 👍 Good companion app
- 🚀 Fantastic client management app
- 🔒 Secure client portal
- 💡 Excellent addition to practice management platform

**Cons**

- 🐛 Latest update broke tasks
- 🔍 Limited app capabilities
- 🔍 Client list issues
- 🔍 Handy but not helpful for workflow

**Commonly reported bugs**

- Active Work bug
- Blank screen issue when using default filter

**Most requested features**

- Ability to send questionnaires and signature requests to clients through the app
- Creating invoices and sending through the app
- Ability to see task comments on the mobile app
- Ability to run reports, submit time, access billing, etc. from the app
- Sortable tasks by date, client, or status, and a notification center for client updates

## Recent user reviews (10 of 40)

All indexed reviews: https://appshunter.io/ios/app/canopy/id1444764477/reviews.md

### 5/5 — Love!

*2026-04-15, version 2.25.1*

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

### 4/5 — Good companion app

*2026-03-04*

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*.

**Developer response:** We're sorry this happened. We fixed it with the latest 2.22.0 release that went out yesterday. Please update and let us know if you still see issues. Thanks for your understanding.

### 5/5 — The best tool ever

*2026-03-03, version 2.22.0*

Canopy has more than you think and is the best I love it .

### 3/5 — Latest Update

*2026-02-20*

The newest update broke tasks. States “Something went wrong and just shows a blank screen”. Everything else seems to be okay


UPDATE: seems like the issue is only when you have filter selected to the default “Active Work”. Other filters seem to show the tasks.

**Developer response:** We're sorry this happened. We fixed it with the latest 2.22.0 release that went out yesterday. Please update and let us know if you still see issues. Thanks for your understanding.

### 5/5 — Review of our CRM

*2026-01-24*

Best decision our small CPA firm made, was going to Canopy, 4 years ago.  It is honestly perfect.  Easy to use for our clients as well as our employees.  Lots of great features that are geared for CPAs.  Remarkable product and pricing is very fair.

### 2/5 — Too limited for iPad / iPhone

*2026-01-21, version 2.19.0*

Wish it had full features for iPad

### 5/5 — Fantastic client mgmt app

*2025-12-15*

Great app! So many things can be accomplished while just being on the app. 

Never thought it would be possible to have the entire firm in a mobile app. So amazing!

**Developer response:** We are aware of this gap and hope to release that functionality this year!

### 5/5 — Not perfect, but close enough!

*2025-04-20*

I’m not sure how many different options I’ve used over the years, but Canopy is hands down my favorite. I reduced multiple platforms to one. Not everything is perfect, but everything is workable from okay to excellent. And they are constantly looking to improve. I don’t even look at other options any more.

### 5/5 — Fantastic client mgmt app

*2025-04-05*

Great app! So many things can be accomplished while just being on the app. Would love to be able to see task comments accessible on the mobile app. Not currently possible.

**Developer response:** We are aware of this gap and hope to release that functionality this year!

### 3/5 — Limited App Capabilities

*2025-02-15, version 2.6.0*

Love the web based platform, but the app is very limited in what I can do as a firm administrator. I wish I could run reports,submit time, access billing, etc..

## Frequently asked questions about Canopy

### What does the Canopy app do?

The Canopy app is a mobile extension of its cloud-based practice management suite for accounting professionals. It allows users to manage their firm and clients from anywhere, providing access to client information, files, project management tools, time tracking, and billing features.

### What are the key features of the Canopy app?

Key features include staying connected with clients and their work, mobile access to files for review and annotation, managing client projects with workflow automation, tracking time, sending client requests, and processing payments. It also offers robust mobile security.

### Is Canopy free to use?

Canopy is a comprehensive practice management suite. While the mobile app provides access to its features, the full functionality is part of a paid service. Specific pricing details and subscription tiers are available through their official channels.

### What kind of security does the Canopy app offer?

The app is built with security for mobile users in mind. It includes multi-factor authentication, encryption, and touch or face identification for secure access. Users can also manage devices and revoke access remotely.

### Who is the target audience for Canopy?

Canopy is designed for accounting professionals and firms looking to streamline their operations. It helps them build and manage their practice more efficiently, offering tools for client engagement, document management, workflow, time and billing, and tax resolution.

## Version history (last 5 releases)

### 2026.8.3 — 2026-08-20

You can now view client engagements from the client details. Navigate to any client and you'll see the details of all their engagements.

### 2026.8.2 — 2026-08-11

Bug fixes and optimizations

### 2026.8.1 — 2026-08-04

Bug fixes and optimizations

### 2026.7.4 — 2026-07-28

Bug fixes and optimizations

### 2026.7.3 — 2026-07-21

Bug fixes and optimizations

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## More apps by Canopy Tax

- [Canopy Client Portal](https://appshunter.io/ios/app/canopy-client-portal/id1477121348)

All apps by Canopy Tax: https://appshunter.io/developer/1444764476

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-25.*