--- 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 Canonical: https://fr.capterra.ca/software/150647/canopy-tax Page : 1/13\ Suivant: [Page suivante](https://fr.capterra.ca/software/150647/canopy-tax?page=2) > Collectez sans effort les informations et les documents clients, évaluez les scénarios de gestion fiscale et complétez automatiquement les formulaires IRS appropriés. > > Conclusion : 285 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** | 285 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. - **Fondé**: 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 (3278 reviews) 2. [NetSuite](https://fr.capterra.ca/software/135757/netsuite) — 4.2/5 (2004 reviews) 3. [QuickBooks Online](https://fr.capterra.ca/software/141374/quickbooks-online) — 4.3/5 (8405 reviews) 4. [QuickBooks Enterprise](https://fr.capterra.ca/software/46497/quickbooks-enterprise) — 4.5/5 (20617 reviews) 5. [QuickBooks Desktop](https://fr.capterra.ca/software/173879/quickbooks-desktop-pro) — 4.4/5 (2553 reviews) ## Avis ### "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. ----- ### "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. ----- ### "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. ----- ### "Great product for our new Tax Firm\!" — 4.0/5 > **Shari** | *17 décembre 2025* | Comptabilité | Taux de recommandation : 10.0/10 > > **Avantages**: 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\! > > **Inconvénients**: 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. ----- Page : 1/13\ Suivant: [Page suivante](https://fr.capterra.ca/software/150647/canopy-tax?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/150647/canopy-tax) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées