--- description: ¿Qué piensan los usuarios de Canopy? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Canopy gracias a Capterra Perú. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Canopy - Opiniones, precios y características - Capterra Perú 2026 --- Breadcrumb: [Inicio](/) > [Software de gestión de prácticas tributarias](/directory/31359/tax-practice-management/software) > [Canopy](/software/150647/canopy-tax) # Canopy Canonical: https://www.capterra.pe/software/150647/canopy-tax Página: 1 de 13\ Siguiente: [Página siguiente](https://www.capterra.pe/software/150647/canopy-tax?page=2) > Recopila sin esfuerzo la información y los documentos del cliente, evalúa los escenarios de resolución de impuestos y rellena automáticamente los formularios correspondientes del IRS. > > Veredicto: 285 usuarios lo han valorado con **4.5/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Canopy? Profesionales fiscales, contables, abogados fiscales, agentes inscritos. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.5/5** | 285 Opiniones | | Facilidad de uso | 4.5/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.5/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.2/5 | Basado en las opiniones generales | | Funciones | 4.3/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 80% | (8/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Canopy - **Ubicación**: Lehi, EE. UU. - **Constitución**: 2013 ## Contexto comercial - **Precio inicial**: USD 22.00 - **Modelo de precios**: (versión gratuita disponible) (Prueba gratis) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Linux (desktop), Chromebook (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Canadá, Estados Unidos ## Funciones - Almacenamiento de documentos - Archivo y conservación - Base de datos de contactos - Búsqueda de texto completo - Búsqueda/filtro - CRM - Captura de documentos - Clasificación de documentos - Conciliación bancaria - Contabilidad - Contabilidad de deudores - Control de versiones - Controles o permisos de acceso - Conversión de archivos - Creación de informes financieros - Creación de informes/análisis - Cálculo de impuestos - Facturación - Facturas personalizables - Firma electrónica - Flujo de trabajo de aprobación - For Tax Practices - Gestión de clientes - Gestión de documentos - Gestión de flujos de trabajo - Gestión de impuestos - Gestión de nóminas - Gestión de proyectos - Gestión de recursos - Gestión de reuniones - Gestión de tareas - Gestión financiera - Herramientas de colaboración - Modelos personalizables - Pagos móviles - Planificación y programación de proyectos - Portal de clientes - Presupuestos y estimaciones - Procesamiento de facturas - Procesamiento de pagos - Seguimiento de creación de informes y proyectos - Seguimiento de estado - Seguimiento de fechas de vencimiento - Seguimiento de gastos - Seguimiento de hitos - Seguimiento de la conformidad - Seguimiento del tiempo - Seguimiento horas/gastos - Software de asistencia remota - Uso compartido de archivos … y 12 características más ## Integraciones (en total: 23) - 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 … y 8 integraciones más ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Asistencia 24/7 - Chat ## Categoría - [Software de gestión de prácticas tributarias](https://www.capterra.pe/directory/31359/tax-practice-management/software) ## Categorías relacionadas - [Software de gestión de prácticas tributarias](https://www.capterra.pe/directory/31359/tax-practice-management/software) - [Programas de gestión de operaciones contables](https://www.capterra.pe/directory/31360/accounting-practice-management/software) - [Software de gestión de proyectos](https://www.capterra.pe/directory/30002/project-management/software) - [Programas de facturación](https://www.capterra.pe/directory/30015/billing-and-invoicing/software) - [Software de gestión documental](https://www.capterra.pe/directory/30063/document-management/software) ## Alternativas 1. [QuickBooks Online](https://www.capterra.pe/software/141374/quickbooks-online) — 4.3/5 (8405 reviews) 2. [QuickBooks Enterprise](https://www.capterra.pe/software/46497/quickbooks-enterprise) — 4.5/5 (20617 reviews) 3. [Xero](https://www.capterra.pe/software/169561/xero) — 4.4/5 (3278 reviews) 4. [QuickBooks Desktop](https://www.capterra.pe/software/173879/quickbooks-desktop-pro) — 4.4/5 (2553 reviews) 5. [NetSuite](https://www.capterra.pe/software/135757/netsuite) — 4.2/5 (2004 reviews) ## Opiniones ### "Game changer" — 5.0/5 > **Karen** | *29 de diciembre de 2021* | Contabilidad | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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 > > **Puntos en contra**: 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 de diciembre de 2025* | Contabilidad | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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\! > > **Puntos en contra**: 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 de diciembre de 2025* | Contabilidad | Valoración de la recomendación: 7.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 de enero de 2026* | Contabilidad | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 de diciembre de 2025* | Contabilidad | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. ----- Página: 1 de 13\ Siguiente: [Página siguiente](https://www.capterra.pe/software/150647/canopy-tax?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.pe/software/150647/canopy-tax) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados