---
description: Canopy : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Canopy - Avis, notes, prix et abonnements - Capterra Canada 2026
---

Breadcrumb: [Accueil](/) > [Logiciels de procédures fiscales](/directory/31359/tax-practice-management/software) > [Canopy](/software/150647/canopy-tax)

# Canopy

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> Collectez sans effort les informations et les documents clients, évaluez les scénarios de gestion fiscale et complétez automatiquement les formulaires IRS appropriés.
> 
> Conclusion : 286 utilisateurs lui ont donné la note de **4.5/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**.

-----

## Présentation

### Qui utilise Canopy?

Fiscalistes, comptables, avocats en droit fiscal, conseillers en fiscalité

## Statistiques et notes

| Métrique | Notation | En détail |
| **Note globale** | **4.5/5** | 286 Avis |
| Simplicité | 4.5/5 | D'après l'ensemble des avis |
| Support client | 4.5/5 | D'après l'ensemble des avis |
| Rapport qualité-prix | 4.2/5 | D'après l'ensemble des avis |
|  Fonctionnalités | 4.3/5 | D'après l'ensemble des avis |
| Pourcentage de recommandation | 80% | (8/10 Probabilité de recommander le produit) |

## À propos du vendeur

- **Entreprise**: Canopy
- **Pays**: Lehi, É.-U.
- **Entreprise fondée en**: 2013

## Contexte commercial

- **À partir de**: 22,00 $ US
- **Type de licence**:  (Version gratuite disponible) (Version d’essai gratuite)
- **Public cible**: Travailleur autonome, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+
- **Déploiement et plateformes**: Cloud, SaaS, web, Mac (ordinateur), Windows (ordinateur), Linux (ordinateur), Chromebook (ordinateur), Android (mobile), iPhone (mobile), iPad (mobile)
- **Langues**: anglais
- **Pays disponibles**: Canada, États-Unis

##  Fonctionnalités

- Archivage et rétention
- Assistance à distance
- Base de données de contacts
- Calcul des taxes
- Classification des documents
- Comptabilité
- Comptabilité clients
- Compte rendu et suivi de projet
- Comptes rendus financiers
- Contrôles/Permissions d'accès
- Conversion de fichier
- Devis
- Facturation
- Factures personnalisables
- For Tax Practices
- Gestion de l'impôt
- Gestion de la paie
- Gestion de projets
- Gestion de versions
- Gestion des clients
- Gestion des documents
- Gestion des flux de travail
- Gestion des ressources
- Gestion des réunions
- Gestion des tâches
- Gestion financière
- Logiciels CRM (gestion de la relation client)
- Modèles personnalisables
- Outils de collaboration
- Paiements mobiles
- Partage des fichiers
- Planification et programmation de projets
- Portail client
- Rapports et analyses
- Rapprochement bancaire
- Recherche en texte intégral
- Recherche/Filtre
- Saisie de documents
- Signature électronique
- Stockage de documents
- Suivi de la conformité
- Suivi des frais
- Suivi des statuts
- Suivi des échéances
- Suivi des étapes
- Suivi du temps
- Suivi du temps et des dépenses
- Traitement des factures
- Traitement des paiements
- Workflow d'approbation

... et 12 fonctionnalités supplémentaires

## Intégrations (23 au total)

- 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

... et 8 intégrations supplémentaires

## Ressources d'aide

- Service client/courriel
- FAQ/forums
- Base de connaissances
- Support téléphonique
- Support 24/7 (réponse directe)
- Chat/Clavardage

## Category

- [Logiciels de procédures fiscales](https://fr.capterra.ca/directory/31359/tax-practice-management/software)

## Catégories connexes

- [Logiciels de procédures fiscales](https://fr.capterra.ca/directory/31359/tax-practice-management/software)
- [Solutions pour comptables](https://fr.capterra.ca/directory/31360/accounting-practice-management/software)
- [Logiciels de gestion de projets](https://fr.capterra.ca/directory/30002/project-management/software)
- [Logiciels de facturation](https://fr.capterra.ca/directory/30015/billing-and-invoicing/software)
- [Logiciels de gestion documentaire](https://fr.capterra.ca/directory/30063/document-management/software)

##  Logiciels similaires

1. [Xero](https://fr.capterra.ca/software/169561/xero) — 4.4/5 (3296 reviews)
2. [NetSuite](https://fr.capterra.ca/software/135757/netsuite) — 4.2/5 (2043 reviews)
3. [Sage Intacct](https://fr.capterra.ca/software/76/intacct) — 4.3/5 (686 reviews)
4. [QuickBooks Online](https://fr.capterra.ca/software/141374/quickbooks-online) — 4.3/5 (8452 reviews)
5. [QuickBooks Enterprise](https://fr.capterra.ca/software/46497/quickbooks-enterprise) — 4.5/5 (20646 reviews)

## Avis

### "Canopy really lives up to its name\!" — 5.0/5

> **Carra-Danielle** | *12 novembre 2025* | Pétrole et énergies | Taux de recommandation : 9.0/10
> 
> **Avantages**: I love that it has a place to personalize your homepage, follow topics, and access news/events. Being a hub, it helps with organization and collaboration.
> 
> **Inconvénients**: though I use it I think I like the kudos the least. Mostly because my organization rarely uses it and it isn't really recognized.
> 
> Canopy is a wonderful central hub for team communication, company updates, and resources. Integrated with tools like SharePoint and advanced search features for documents, media, and employee profiles it is a very useful application.

-----

### "Basic Accounting Software or CRM" — 5.0/5

> **Aasil** | *17 juillet 2025* | Comptabilité | Taux de recommandation : 7.0/10
> 
> **Avantages**: we liked the time tracking thing the most. Always used to track the time and bill the clients accordingly.
> 
> **Inconvénients**: The invoice. It is not efficient and user friendly Sometimes had error and caused it hard for us to bill the client.
> 
> overall very good but pricey. The price was too much like around $500 a month which is a lot. that also in USD.

-----

### "Great all-in-one tool but pricey and need polish" — 5.0/5

> **Utilisateur vérifié** | *21 septembre 2025* | Gestion des investissements | Taux de recommandation : 10.0/10
> 
> **Avantages**: Easy to use, clean design. Client portal is super helpful, clients upload docs, see invoices, all in one place, saves lot of time. Helped a lot when I had to prepare documentation for clients taxes.
> 
> **Inconvénients**: Price is a bit high, some file issues happen and workflow not always flexible. Few bugs here and there can slow things down.
> 
> Good for accounting and tax calculation needs for who want everything in one system. Once you get used to it, makes work faster and more simple.

-----

### "Game changer" — 5.0/5

> **Karen** | *29 décembre 2021* | Comptabilité | Taux de recommandation : 10.0/10
> 
> **Avantages**: 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
> 
> **Inconvénients**: Wish there could be better isolation of reminder emails or emails when a client performs as action.

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### "Change is always hard, but it will be worth it\!" — 5.0/5

> **Brent** | *12 décembre 2025* | Comptabilité | Taux de recommandation : 9.0/10
> 
> **Avantages**: 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.
> 
> **Inconvénients**: 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.

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## Liens

- [Afficher sur Capterra](https://fr.capterra.ca/software/150647/canopy-tax)

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| en-CA | <https://www.capterra.ca/software/150647/canopy-tax> |
| en-GB | <https://www.capterra.co.uk/software/150647/canopy-tax> |
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| pt | <https://www.capterra.com.br/software/150647/canopy-tax> |
| pt-PT | <https://www.capterra.pt/software/150647/canopy-tax> |

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