--- description: Tudo sobre Canopy: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Canopy - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Software de Gestão de Práticas Tributárias](/directory/31359/tax-practice-management/software) > [Canopy](/software/150647/canopy-tax) # Canopy Canonical: https://www.capterra.pt/software/150647/canopy-tax Page: 1 / 13\ Seguinte: [Next page](https://www.capterra.pt/software/150647/canopy-tax?page=2) > Sem esforço, colete informações e documentos do cliente, analise cenários de resolução fiscal e preencha automaticamente os formulários apropriados da Receita Federal. > > Verdict: Rated **4.5/5** by 286 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa Canopy? Profissionais da área tributária, contadores, advogados tributaristas, agentes inscritos ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.5/5** | 286 Avaliações | | Praticidade | 4.5/5 | Based on overall reviews | | Suporte ao cliente | 4.5/5 | Based on overall reviews | | Relação qualidade/preço | 4.2/5 | Based on overall reviews | | Recursos | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Canopy - **Location**: Lehi, EUA - **Founded**: 2013 ## Commercial Context - **Preço inicial**: 22,00 US$ - **Modelo de preços**: (Free version available) (Teste Grátis) - **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+ - **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Linux (desktop), Chromebook (desktop), Android (celular), iPhone (celular), iPad (tablet) - **Idiomas**: inglês - **Available Countries**: Canadá, Estados Unidos ## Recursos - Administração de impostos - Armazenamento de documentos - Arquivo morto e retenção - Assinatura eletrônica - Banco de dados de contatos - CRM - Captura de documentos - Classificação de documentos - Cobrança e faturamento - Compartilhamento de arquivos - Conciliação bancária - Contabilidade - Contas a receber - Controle de despesas - Controle de horas - Controle de horas e despesas - Controle de marcos - Controle de versões - Controles/permissões de acesso - Conversão de arquivos - Cálculos de impostos - Faturas personalizáveis - Ferramentas de colaboração - Fluxo de trabalho de aprovações - For Tax Practices - Geração de relatórios financeiros - Gerenciamento de documentos - Gerenciamento de reuniões - Gestão da folha de pagamento - Gestão de clientes - Gestão de projetos - Gestão de recursos - Gestão de tarefas - Gestão do fluxo de trabalho - Gestão financeira - Modelos personalizáveis - Orçamentos/estimativas - Pagamentos móveis - Pesquisa de texto completo - Pesquisa e filtro - Planificação/Programação de projetos - Portal do cliente - Processamento de faturas - Processamento de pagamentos - Rastreamento de conformidade - Rastreamento de data de vencimento - Relatórios e análise de dados - Seguimento de relatórios/projetos - Seguimento de status - Suporte remoto ... and 12 more features ## Integrations (23 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 ... and 8 more integrations ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Assistência 24/7 - Bate-papo ## Category - [Software de Gestão de Práticas Tributárias](https://www.capterra.pt/directory/31359/tax-practice-management/software) ## Categorias relacionadas - [Software de Gestão de Práticas Tributárias](https://www.capterra.pt/directory/31359/tax-practice-management/software) - [Sistemas para Escritórios de Contabilidade](https://www.capterra.pt/directory/31360/accounting-practice-management/software) - [Ferramentas de Gestão de Projetos](https://www.capterra.pt/directory/30002/project-management/software) - [Software de Faturação](https://www.capterra.pt/directory/30015/billing-and-invoicing/software) - [Software de Gestão de Documentos](https://www.capterra.pt/directory/30063/document-management/software) ## Alternativas 1. [QuickBooks Online](https://www.capterra.pt/software/141374/quickbooks-online) — 4.3/5 (8456 reviews) 2. [QuickBooks Enterprise](https://www.capterra.pt/software/46497/quickbooks-enterprise) — 4.5/5 (20647 reviews) 3. [Xero](https://www.capterra.pt/software/169561/xero) — 4.4/5 (3298 reviews) 4. [QuickBooks Desktop](https://www.capterra.pt/software/173879/quickbooks-desktop-pro) — 4.4/5 (2560 reviews) 5. [NetSuite](https://www.capterra.pt/software/135757/netsuite) — 4.2/5 (2043 reviews) ## Avaliações ### "Game changer" — 5.0/5 > **Karen** | *29 de dezembro de 2021* | Contabilidade | Recommendation rating: 10.0/10 > > **Vantagens**: 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 > > **Desvantagens**: Wish there could be better isolation of reminder emails or emails when a client performs as action. ----- ### "Change is always hard, but it will be worth it\!" — 5.0/5 > **Brent** | *12 de dezembro de 2025* | Contabilidade | Recommendation rating: 9.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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. ----- ### "Just OK...needs improvement" — 3.0/5 > **David** | *22 de dezembro de 2025* | Contabilidade | Recommendation rating: 4.0/10 > > **Vantagens**: Portal, task visibility, modern look and feel, task automation, folder structure, clean look and feel, > > **Desvantagens**: Flexibility, Best/Leading practices, Invoicing/Billing, assigning tasks, training, Executive Dashboard, calendar functionality, Hierarchy between Engagement and Task and sub tasks, > > Ok. Customer support and consulting have been just ok. I have asked multiple times for a strategic quarterback to help design and build a system that lines up with our business model. ----- ### "3 months in" — 4.0/5 > **Christina** | *22 de dezembro de 2025* | Contabilidade | Recommendation rating: 8.0/10 > > **Vantagens**: The assistance we received from the onset was excellent. Staff was attentive and got us the answers we needed. > > **Desvantagens**: 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. ----- ### "Canopy - Still have a lot to learn...." — 4.0/5 > **Alicia** | *18 de dezembro de 2025* | Serviços financeiros | Recommendation rating: 9.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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. ----- Page: 1 / 13\ Seguinte: [Next page](https://www.capterra.pt/software/150647/canopy-tax?page=2) ## Links - [View on Capterra](https://www.capterra.pt/software/150647/canopy-tax) ## This page is available in the following languages | Locale | 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 | | ----- ## Structured Data