--- 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 (2041 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. ----- ### "3 months in" — 4.0/5 > **Christina** | *22. Dezember 2025* | Buchhaltung | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: The assistance we received from the onset was excellent. Staff was attentive and got us the answers we needed. > > **Nachteile**: Reporting has a lot to be desired. There need to be more canned/stock reports. The insights function with answers/liveboards are to complicated. Time needs to be more in line with a typical timesheet, totals for days without having to run filters. > > I think they listen and try to incorporate changes that the accounting firms need. Software was not really built for public accounting. ----- ### "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. ----- ### "Change is always hard, but it will be worth it\!" — 5.0/5 > **Brent** | *12. Dezember 2025* | Buchhaltung | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: We shopped for a long time for a program that was capable of replacing multiple other applications in our tech stack....and didn't find anything that we liked more than Canopy. We now have our client portals, communications, billing, task management and more in one platform that is easily accessible online or from the mobile app. > > **Nachteile**: Some of the setup was challenging and takes some time. I wish that there were better integrations directly with Thomson Reuters to move tax returns easily into the system. > > Overall, my staff really enjoys the software and the ease of use once the implementation was done. Change is always hard, but it's nice to be able to look back and say that it was worth it. ----- ### "Canopy - Still have a lot to learn...." — 4.0/5 > **Alicia** | *18. Dezember 2025* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: Everything in one place--CRM, email capability, secure client portal; understand that we will have the capability to also text our clients. Need to find out more about this capability. > > **Nachteile**: ensuring I am leveraging all of it's capabilities to my benefit. Have to figure a lot out on my own. Tried to get assistance requesting a phone call, however no one called me. Will try to sort things out via tutorials. > > Overall CANOPY is good. Still have to learn more about automations and the Ai integration. Want to ensure that everything this tax season is set it and forget it for the most part. ----- 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