Canopy - Avis

"The future is now!"

Commentaires : Saves us time with client and task tracking. No more chasing spreadsheets and lists.

Avantages :

Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files. Endless opportunities due to constant upgrades and add-ons. We are currently migrating our entire firm onto the platform and utilizing the client portal feature to exchange information and save on printing, customer requests and storage options. Most impressive is their constant interaction asking how they can improve and getting feedback on new features.

Inconvénients :

I really don't have any dislikes, and if something is a little clunky with a layout or usability they are usually upgrading or fixing it. I'm excited to see tax software so I guess I dislike not having it? The tax software would plug another hole and add well to the transcript and tax form resolution features.

Alternatives envisagées : Accounting Power, Payroll Relief et Ignition

Pourquoi passer à Canopy : Best bang for the buck and most aggresive in creating new content.

A fit for my business and my Clients

Commentaires : Canopy allows me peace of mind when working remotely with Clients who are spread out nationwide as well as globally; it doesn't hurt that I can also work from anywhere that has an internet connection.

Avantages :

Bringing Canopy into our organization was easy, with individualized invitations on a mass e-mail template sent out to Clients old and new!

Inconvénients :

We are still working to make use of every area that Canopy offers, so there is nothing negative to say at the present time.

Terrible!

Commentaires : Disliked. Empty promises. Tried multiple times to cancel my subscription, without success. I would never recommend this company and its software to anyone. Taxdome would be my starting suggestion, or just about anything else.

Avantages :

The whole "pull transcripts" thing used to be a draw, but it's really not that unique once you've been in the tax business. It doesn't take that much work to pull transcripts and figure out what's going on with them the 'old-fashioned way'.

Inconvénients :

Terrible support. Refusal to update and improve software even with known bugs and issues. Not compatible with all screen sizes and they make you do workarounds. Broken buttons/links inside the user navigation. Can't refund through the app.

Good software with strong features and lots of promise at a pricey point.

Commentaires : My overall experience with Canopy has been a good one thus far. Even though I bitch about the cost l, I continue to stay because of the ease of use, simplicity for my clients, and automation I’ve created within my tech stack.

Avantages :

The best feature is the client portal and mobile app. It has been a business transformation blessing from way before COVID was ever a thing. I remember way back in 2017 when the mobile app was nearly launching how it revolutionized the way my clients do business with me. This is what has kept me on Canopy in spite of the price hikes.

Inconvénients :

Canopy recently has changed their pricing model and I don’t like it because it increases the barriers to tax professional adoption. There are other titles out there who bring good feature sets and a much lower price point and has given me reason to start shopping elsewhere. What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my clients that I virtually moved virtual offices, and avoiding the headaches of all the client questions that would ensue.

Alternatives envisagées : TaxDome

Pourquoi choisir Canopy : I wanted a good tax management experience and the one provided by Canopy was superior to other competitors at that time around 2016-2017.

Logiciel antérieur : TaxAct Business

Pourquoi passer à Canopy : I wanted a more integrated experience and an online only software. Taxaroo left me desiring a better client portal experience and way back in 2016-2017 their offering was not as strong as CanopyTax.

Canopy is Great for Small- and Mid-size Tax and Bookkeeping Firms

Avantages :

The two features that my firm likes the most in Canopy is the Client Portal and Tax Resolution (IRS transcript delivery service). When purchasing the software, we knew we needed a Client Portal through which clients could exchange documents with us via their smartphone, and we've really liked that feature (being able to brand it as "ours" is a nice touch). What we didn't know - until we used it - was just how much time we save with pulling IRS transcripts through Canopy's Tax Resolution tool versus pulling transcripts through IRS e-services. Once your Form 2848 is on file with the IRS, you can pull every transcript for which you're authorized for a given client with the touch of a button. They download directly from the IRS in PDF format, and with one more button you can save every transcript to the client's file. The time savings is incredible, versus downloading individual transcripts one year and one form at a time.

Inconvénients :

I personally feel that the e-signature process is a bit clunky, but that's probably just because I don't have much experience with IRS-approved e-signatures (which require knowledge-based authentication). But at least I know that Canopy is compliant with IRS regulations concerning e-signatures!

Alternatives envisagées : Jetpack Workflow

Pourquoi passer à Canopy : Honestly, the built-in Client Portal functionality, coupled with the ability to pull IRS transcripts directly from the IRS into Canopy (via their "Tax Resolution" module) were key selling points to us, and differentiated Canopy from all other competitors we considered.

Best Tax Resolution Software Out There!

Commentaires : Love Canopy and can't imagine doing our jobs without it!! The support staff is outstanding both via chat and calling in. They have been open to new ideas, are positive and almost always help us to solve our problems.

Avantages :

The software is intuitive and easy to use. I'm sure we under utilize it but it works great for our small office. The thing we like best is that it keeps us organized! There are so many great features though including allowing us to be paperless.

Inconvénients :

I wish we could customize the text in the "Notes" section. We use Notes a lot. Would love to be able to use colored text - red for deadlines, green for amounts due, etc. Also wish we could search the contact list by phone numbers. We often receive incoming calls in which the name listed on the caller ID is not the name of the actual person. Currently, we have to enter the phone number into our cell phone to see if it is someone we have spoken with before or a current client.

Alternatives envisagées : PitBullTax

Pourquoi passer à Canopy : The support staff are so positive and eager to help in any way they can.

Canopy Tax Practice Management Software

Commentaires : My overall experience is positive, the customer support is top notch and the product development team are listening to customer and continuously bring out new and updated enhancements to the software.

Avantages :

The software is fairly easy to use and it is constantly being updated with new features.

Inconvénients :

There is a lack of good reports around tasks and the software is built to be a little bit generic. We would find it even more useful if there were more features implemented specifically for tracking tax return tasks. I also wish the pricing was less module based. I wish that we could have access to more features for a straight forward monthly per user fee. I also wish that we could only pay for seasonal accounts during the busy months when we have extra help that needs access. Also, it would be nice if Canopy expanded their integrations to more than just contact information. Being able to integrate with other software based on tasks would be amazing.

Alternatives envisagées : Karbon

Pourquoi passer à Canopy : Canopy was the most polished at the time and offered one of the best price points.

Customer Service is Terribly - This Company is too new to meet deadlines

Commentaires : Purchased a license in order to use their Tax Prep software (NOT the tax management software - ability to track clients and manage the funnel of taxes). Was told everything would be ready in time, and I ensured they knew I was only buying now because the Tax Prep software was going to finally be ready. (They told me 4 different dates for when this would be ready as I've been working with their sales for 2 years, waiting for them to get things together). Jumped in and decided to make them our company for our tax prep business, and everything went wrong. Salesperson we worked with had quit, implementation team was slow, and then I got off the phone with a support person who casually mentioned that the tax software was tossed out for this year. We had no clue, completely SOL as we have 4 weeks until tax season started and had to rush to find another company. All done without an apology, just "oh that's funny, I thought everyone knew that we couldn't get the software ready", even though we were assured that it would be - for a quick sale I imagine. Lots of back and forth with different support team members. We had been paying for two months and getting everything switched to their platform - which took an enormous amount of time and effort from our people, just to be told they won't have it ready for us and we will not receive a refund. I told the support manager before about this review being posted and was told I "might get a call back" for help.

Avantages :

The software is cloud based and therefore easy to access.

Inconvénients :

The company consistantly made promises that they were unable to uphold. Pushbacks on product releases that we desperately needed, and no refund for their mistakes. Not the company you want to go with when you need something dependable. They're a tax company which makes it even more absurd that they mess around with deadlines.

Alternatives envisagées : ProConnect Tax

Pourquoi choisir Canopy : We counted on Canopy and they totally blew it.

Logiciel antérieur : Drake Tax

Pourquoi passer à Canopy : We thought they would be able to deliver everything to us at a decent price.

Going to miss Canopy!

Commentaires : I love Canopy. I am closing my CPA practice and joined a national firm. There must be 50+ applications and multiple locations for document storage and management. I still find myself using Canopy every day while transitioning my clients over to the new firm. I can't say enough how functional Canopy is in managing the client work. Also, the folks at Canopy are great to work with. New additional functionality is added all the time. The development team has an open ear to ideas and improvements. Canopy is only going to get better with time. I would continue to use it if I could.

Avantages :

Canopy is a great tool for all-in-one tracking of client relations, tasking, workflow, and running a CPA firm. I loved being able to go straight to the client home page and having access to all of the client information. Contact information, notes, tasks, important contacts related to the client, recent files, engagements - all of the information right there! Fantastic. Then I can drill down under communications to all of the client emails and correspondence with the client. Tax organizers are accessible from there too. All the information in one location! The fact that I could request an IRS transcript through Canopy for clients was amazing.

Inconvénients :

I didn't use the online payment system since I used another system to payments. I wasn't a fan of the pricing plan but it still was comparable with other vendors. Overall there wasn't much about Canopy that I didn't like.

Canopy - our new best friend

Commentaires : Our experience with Canopy has been a very positive one. Their customer support is excellent. I have appreciated them reaching out to us to see how we are doing certain tasks and we are able to give them suggestions for change. I would recommend this product to other firms outside our demographic. I don't want the competition to have the advantage we have with Canopy!

Avantages :

We switched from Office Tools to Canopy over 2 years ago. The implementation and data transfer was almost seamless. The mobile app and client portal have been invaluable to our client base. We were implementing Canopy before COVID so when the shut downs hit we were already ahead of the game for being digital for everything with a portal and app that worked and was easy for our client base to use.

Inconvénients :

I wish the reporting was more accurate so our utilization rates were a better reflection. It would nice to customize reports for what the firm values with certain items.

Put All Of Your Practice Managements Tasks Under This Canopy

Commentaires : My overall experience with Canopy has been extremely positive.

Avantages :

Easy to implement and use. Our clients love it!

Inconvénients :

The tax organizers are not very robust and cannot be customized.

Alternatives envisagées : CCH ProSystem fx

Pourquoi choisir Canopy : Product lacked innovation and was difficult to use.

Pourquoi passer à Canopy : Ease of use and price.

GREAT PRODUCT- Depth of Use

Commentaires : Record keeping is great. I will look into how I can expand use for our firm since we use primarily as a client portal with work flow management and document storage.

Avantages :

Canopy is great to use to keep client information safe and secure. With such advancements in technology, it is imperative to have a platform like this where the information can be conveniently accessed by both the users and clients, active or archived... it's just great.

Inconvénients :

No difficulty at all... I just wish all clients will utilize this platform... I may have to require them to do so!

Perfect Solution for CPAs

Commentaires : Fantastic -- my workflow, project/task management, document retrieval/editing/sharing etc.

Avantages :

Frankly, I purchased Canopy in November of 2019 when I opened up my practice in my home office, and didn't have a full grasp of it as the pandemic hit. 3+ years later - with much of the transition in the last few months - I can't imagine my practice without Canopy. The interface is super user-friendly, there are many options providing the user with a more personalized approach.

Inconvénients :

Sometimes certain shortcuts aren't available, or the desktop software errors etc. but it's small things and so far I've managed fine; needless to say Canopy is continuously improving so (not a con) once the "Print" or "Save" option directly to Canopy was available and my contacts were set integrated with emails etc. it's been a breeze.

Game changer

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.

Alternatives envisagées : Jetpack Workflow et Ignition

Pourquoi passer à Canopy : Pricing, ease of use and setup

I’d recommend

Commentaires : Very positive

Avantages :

We have Canopy for our three office accounting firm. The implementation team has been helpful, getting us set up. With thousands of users, this has been a commitment, but we’ll worth it once we get it up and running

Inconvénients :

Some of the sort features are limiting if you are working with multiple offices. They are working on that.

Great, easy and convenient for all of our needs.

Commentaires : Awesome

Avantages :

File sharing and ease of uploading from anywhere.

Inconvénients :

Time tracker is my least favorite as it's hard to remember to turn it off sometimes.

New to Canopy

Commentaires : It took a little longer than expected to set up, but the implementation team always got back to me and helped me sort out my issues.

Avantages :

I've transferred all my tasks that I used to have on a big spreadsheet to Canopy tasks and organizing them has been so easy. I love the ability to make custom views of the tasks so I can make sure I am working on the most important things.

Inconvénients :

The one thing I really liked about my old document management software was that I could view the files offline on my computer. It made it so easy to work with the files. I haven't seen that with Canopy. I also liked how my tax software, Proseries, could import the tax returns directly into my old document management system, but I will be able to print them into Canopy, so it won't be too much different.

Canopy Tax

Commentaires : Very good experience. Tech Support has been very helpful. Our clients like the portal too.

Avantages :

Document sharing, obtaining electronic signatures is simple for us and our clients. Communication tab is also very helpful. This feature keeps communications from clients from getting siloed in individual team member's inbox. Being able to share files with clients and their other trusted advisors is also very helpful. Clients like that they can access data on their computer, their phone or their tablet.

Inconvénients :

Each module has a separate cost. However, to use certain features you have to have a specific module even if we aren't using all the module features. Also, access cannot currently be given to 3rd parties on a file by file and contact basis. Currently, if we allow access to a client and their advisor to the portal, all files that have access turned on in the portal allow all these parties to view. It would be nice if we could pick and choose which client/important contact has access to which folder. For example, a client would have access to all their tax returns, estimates, and source documents. Their financial advisor could have access to only the tax returns.

Better than Great

Commentaires : Canopy has helped me improve the remote part of my business, so I can serve Clients around the world, even when I am not in the US.

Avantages :

The better-than-bank security made the choice a no-brainer.

Inconvénients :

The instant access to files that a Client uploaded wasted precious seconds every time I accessed a Client's folder.

Alternatives envisagées : Suralink

Pourquoi passer à Canopy : Better security for sensitive files.

Canopy Excellent Platform for Client Management

Commentaires : Canopy is easy to set-up, use, assignment of users and excellent client portal access.

Avantages :

Ease of use, implementation, excellent client portal. Available online on the internet.

Inconvénients :

Lack of tax calendar. Makes the tracking process difficult and highly manual in nature.

Good software, but confusing pricing

Avantages :

Canopy's client portal is very easy to use, and I received many compliments from clients on its user-friendliness. Time tracking and invoicing was simple and straightforward. I am a solo practitioner, so I'm not sure how it works for multi-user organizations, but for my practice it did the job well.

Inconvénients :

My biggest complaint with Canopy has do do with pricing. It seems like they completely overhaul their pricing structure every six months--not just raising rates, but changing how the pricing is calculated and how features are accounted for. It just got too much to track and too expensive relative to other software providers. Also, as a law firm I ended up needing an invoicing system that could manage trust accounting to stay bar compliant.

Client Portal

Commentaires : Love it over all. The support team is very responsive

Avantages :

The client portal is what makes this product worth it not having to remind and follow up is a life saver

Inconvénients :

Sometime the software is glitchy and times out

EA Support

Commentaires : I love it

Avantages :

Ease of use make it so it does not take alot of time to set up and follow

Inconvénients :

Not always designed to assist tax resolution out side norm

Alternatives envisagées : PitBullTax

Pourquoi passer à Canopy : Ease and price

Canopy is a Power for My Business

Commentaires : Solving fast paced production needs, particularly against short deadlines.

Avantages :

The client portal system allows for high level encryption and immediate availability of necessary documents with particular emphasis on Transcript retrieval - wonderful to work with on source document retention and back checking transcripts to ensure accuracy in reports/returns.

Inconvénients :

The documents needs to be searched chronologically and does not allow separate folders for organization.

Canopy is Great

Commentaires : very satisfied as this has added a lot of value to our company very quickly.

Avantages :

Document storage and sharing is easy as clicking on button. clients being able to pay online and having the ability to track time and easily add it to an invoice is very important to us.

Inconvénients :

There are a lot of features that could be added to make the software much better for us and working with the support team they say that features will be added however its been over a year an none of the features we need have been added. fingers crossed.