--- description: Detaillierte Informationen über Canopy zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Canopy Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026 --- Breadcrumb: [Startseite](/) > [Steuerberater Software
](/directory/31359/tax-practice-management/software) > [Canopy](/software/150647/canopy-tax) # Canopy Canonical: https://www.capterra.com.de/software/150647/canopy-tax Seite: 1 / 13\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/150647/canopy-tax?page=2) > Erfasse mühelos Kundeninformationen und -dokumente, verfasse Steuererklärungen und bearbeite die entsprechenden Steuerformulare automatisch. > > Bewertung: **4.5/5** von 286 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Canopy? Steuerprofis, Buchhalter, Steueranwälte, Makler ## 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 - Abrechnung & Rechnungsstellung - Angebote / Schätzungen - Anpassbare Rechnungen - Anpassbare Vorlagen - Archivierung & Aufbewahrung - Aufgabenmanagement - Berichterstattung / Analyse - Berichterstattung / Projektverfolgung - Buchhaltung - CRM - Compliance-Verfolgung - Dateikonvertierung - Document Capture - Dokumentenklassifizierung - Dokumentenmanagement - Dokumentenspeicher - Elektronische Unterschrift - Filesharing - Finanzberichterstattung - Finanzmanagement - For Tax Practices - Forderungen - Fälligkeits-Tracking - Genehmigungs-Workflow - Kontakt-Datenbank - Kontenabgleich - Kostenverfolgung - Kundenmanagement - Kundenportal - Lohn- und Gehaltsabrechnung - Meeting-Management - Meilensteinverfolgung - Mobile Zahlungen - Projektmanagement - Projektplanung/Terminierung - Rechnungsverarbeitung - Remote-Support - Ressourcenmanagement - Statusverfolgung - Steuermanagement - Steuerrechner - Suchen / filtern - Versionskontrolle - Volltextsuche - Werkzeuge zur Zusammenarbeit - Workflow-Management - Zahlungsabwicklung - Zeit & Kosten Verfolgung - Zeitverfolgung - Zugriffskontrollen / Berechtigungen ... und 12 weitere Funktionen ## 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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[NetSuite](https://www.capterra.com.de/software/135757/netsuite) — 4.2/5 (2007 reviews) ## Nutzerbewertungen ### "Game changer" — 5.0/5 > **Karen** | *29. Dezember 2021* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: We luckily chose Canopy as our client portal system pre-pandemic. When the shut down occurred, we were ready to continue servicing our clients during this very termultuous time. AS we move forward from the pandemic, our clients have found they like having a single source to share documents virtually. We as a firm continue to develop our skills in Canopy and now use it for engagement letters, tax documents and any communications with our clients > > **Nachteile**: Wish there could be better isolation of reminder emails or emails when a client performs as action. ----- ### "Great product for our new Tax Firm\!" — 4.0/5 > **Shari** | *17. Dezember 2025* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: There are so many wonderful parts of Canopy, it is hard to choose just one\! We really like that we can now access information from one "area" so to speak. Communications, billing, client data, file storage is not spread out over multiple software solutions or separate logins. Additionally, we feel we are getting great value for our money. This software really feels like it has been made for a small business but can grow with a company. If we didn't utilize Canopy, we would likely be paying for multiple software solutions to do what Canopy does in one. We absolutely love the client portal. All of our clients like it as well. Previously we used a different system, and files would expire, then we'd have to re-send documents if needed to clients. The Canopy portal is linked to the client's profile and file storage. You can just decide what to make visible to the client in one click. You are already storing the files so it is super easy to share current documents as well as past documents with Clients. Clients find it easy to use. Lastly, it is easy to learn. We found that after a bit of use, it is pretty intuitive. You can move in and out of the various parts with ease. You can start at looking at a client files, then move to their home page with contact info, etc., then look at their most recent bill, or last email sent to them. Very smooth and easy to navigate\! As a new firm, Canopy is all we've used up to this point. However, our \[sensitive content hidden\] has worked for or been a parter at several firms including PWC, EY and a few smaller regional firms and says this is hands down easier to use and she loves it\! > > **Nachteile**: The reporting areas are our biggest frustration. The only way to create reports outside of canopy is to export to a .csv file. This is very frustrating as (1) the presentation is terrible. It requires a ton of time editing to make it look good for presentation and (2) the data is manipulable. If I want to pull a report of hours worked for payroll, I take a screenshot of the totals before pulling a report. I have accidentally "lost" hours when editing the .csv report to go along with my payroll reporting. I only knew about it by taking a screenshot of a report and comparing the two. Being able to export or print to pdf or word would be a huge bonus. > > Canopy has been a great solution for the start up of our new firm. Staff and clients like it and we find the cost to be a great value. ----- ### "Decent product for the money, could integrate better" — 3.0/5 > **Rachel** | *12. Dezember 2025* | Buchhaltung | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: The interface is overall clean. Clients have been able to easily navigate on their end. Time tracking and reports are easy. The file sharing with clients is easy and secure. > > **Nachteile**: It doesn't integrate with much and there is a lot of set up to get tasks and workflows going. I absolutely hate the layout of the engagements for clients - its clunky to piece together and doesn't look good from the client side. They are slow to roll out new features but I am excited about some that have just come out or are about to. > > Overall its a decent product - price is comparable to other similar systems that integrate better though. I do like the idea of only having one product but while they are rolling out their features that I currently have other systems doing, it would be nice to have it all work together then the option to switch to Canopy's stuff only once its all updated. Customer Service has been hit or miss - sometimes very helpful and sometimes more frustrating. There's definitely a learning curve, but I feel that happens with any software. ----- ### "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. ----- ### "A real game changer" — 5.0/5 > **Mike** | *12. Dezember 2025* | Buchhaltung | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: I can access canopy anywhere and create customized dashboards that help me manage our practice and make actionable decisions. The interface that clients and we experience is a breath of fresh air compared to a lot of dated accounting software out there. Canopy support has always been very helpful when we've experienced issues. > > **Nachteile**: Aside from periodic outages or glitches in the system, my primary dislike is just waiting for new features that we hope to see or running into occasional things that we would like to report on that we might not be able to report on easily in the insights feature. > > Overall, we have been very impressed by canopy and it has helped us run more efficiently and smoothly as a firm. We are impressed by the continued improvements and features that have rolled out over the years and we look forward to watching how the program evolves. ----- Seite: 1 / 13\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/150647/canopy-tax?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.com.de/software/150647/canopy-tax) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Strukturierte Daten