
Canopy
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218 avaliações
- Setor: Automotivo
- Porte da empresa: 501 - 1 000 funcionários
- Usado Semanal durante 1 a 5 meses
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Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 7.0 /10
Opinião sobre Canopy
Avaliado em 16/03/2023
Vantagens
Interface de usuário fácil de usar e intuitiva, os recursos integrados para analise de dados são bons e compatibilidade com outras plataformas.
Desvantagens
Alguns problemas de desempenho, versões anteriores tiveram problemas de estabilidade e tenho colegas que preferem outras ferramentas e IDEs de programação em python

- Usado Diariamente durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Great product extraordinary customer support!
Avaliado em 30/05/2018
In it's fully developed form this product would be second to none! At the moment we use the product primarily for form population and transcript reports.
Vantagens
Integrated Form population - detailed client survey - transcript reports - assistant for innocent spouse and penalty abatement
Desvantagens
no chronological record per client to record calls and history of actions taken - no integrated calendar per user per client integrated to a record showing actions taken - email is not very functional or user-friendly at this point.
- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 4.0 /10
Where to start
Avaliado em 24/11/2021
There are other options out there and I could easily stick w sharefile. However I wanted to up my game and show my clients a better higher tech experience. As you know, solopreneurs have a hard time competing w the small to middle size firms. Seems like you need to up your game or at least let me know about your game!
Vantagens
Clients like the portal. It has helped improve the perception that my firm cares about their info. It also feels very organized. It is easy to set up a portal.
Desvantagens
Yegads, what to me seems like obvious items, the organizer doesn’t roll over from prior year to current year. Your current solution is for me to set up customer accounts for each member of a family unit. This seems dumb and a waste of accounts, my and my team’s time, my money and the client perception and experience. If i as a customer was asked by my firm to re enter all prior year into, I would be beyond annoyed. I would wonder what kind of high tech experience Alison isn’t offering me. As a customer, I would also be less inclined to complete it because It is a waste of my time. Your customer service and training library aren’t helpful. Since it is very self serve, I have no idea what to look for in terms of better ways to use canopy because I don’t know what I don’t know. You let us all know at the innovation summit about the 100 new features you have rolled out. My admin and I were dumbfounded to learn this. How did we not know About the cool ways you are trying to make my life better? Do you offer monthly training or “ask me anything” webinars that don’t require me to pay extra or upgrade to a higher level. If you do, why don’t I know about them? If you don’t, why don’t you? It seems like you would help me have a better experience with the software and keep me as a recurring customer. Also, it is hard as nails to get requests followed up on. Customer service isn’t great.
- Setor: Contabilidade
- Porte da empresa: Profissional autônomo
- Usado Semanal durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 0.0 /10
Terrible!
Avaliado em 18/06/2021
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.
Vantagens
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'.
Desvantagens
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.
- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante 1 a 5 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Impressed Customer
Avaliado em 29/11/2021
It is so helpful in maintaining adequate project management and clear workflow for all staff.
Vantagens
Customer support. I have questions and suggestions all the time and I love that by using the chat support I get prompt answers and endless follow-up from support staff.
Desvantagens
Transferring clients over created several duplicates and ultimately some lost information in the transition.
- Setor: Atacadistas
- Porte da empresa: 10 000+ funcionários
- Usado Diariamente durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Change for the Better!
Avaliado em 11/06/2022
My experience with Canopy is amazing I will never leave and i will invite all my friends and family
Vantagens
The thing that i liked the most about the software was that it was easy to use and it was also inexpensive.
Desvantagens
I wish I could use more charts in the software but besides that it is amazing
- Setor: Contabilidade
- Porte da empresa: Profissional autônomo
- Usado Diariamente durante Avaliação gratuita
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
Such a great option if you have the budget
Avaliado em 07/12/2021
I did the free trial and it was so nice to have all those features, but if you want to have access to everything you need to take out your wallet and pay a lot.
Vantagens
It's so easy to use, the interface is so slick and powerfull.
Desvantagens
The price point is not for small tax practices just starting to build their portfolio on tax resolution
- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Going to miss Canopy!
Avaliado em 30/12/2022
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.
Vantagens
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.
Desvantagens
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.
Resposta do Canopy Traduzir para o Português
We're ad to see you go Chuck but so happy Canopy was the right fit for you! We hope to work with you again in the future. Good luck at your new venture. - The Canopy Team
- Setor: Contabilidade
- Porte da empresa: 11 - 50 funcionários
- Usado Diariamente durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
Local Tax CPA Firm
Avaliado em 09/12/2022
Overall, we are very happy with Canopy. It has allowed our firm to operate more efficiently, allowing for a number of manual processes to be automated, giving us more visibility over workflow, and the list of positives goes on and on. The software is not perfect, but they do a great job of listening to feedback. They are continuously making improvements.
Vantagens
The software is easy to use for us internally as well as for our clients. Our firm has drastically benefited from the workflow, file management and client management features. We look forward to moving over our time and billing to have everything under one login.
Desvantagens
We would love to see a more robust Home-Admin page, bulk e-sign requests from templated letters (engagement letters), roles by contact to integrate with tasks to populate assignees (e.g., Partner, Bookkeeper, Preparer, Reviewer, etc.), limit parent task completion to select users (to avoid false completed tasks), share documents with non-portal users, send invoices to non-portal users, parent-sub invoicing, time & billing improvements, allow for folder templates to be applied when tasks are applied, allow for doubling clicking on a file to default to "Edit File" instead of preview mode, allow to search spouses on mobile, allow for additional formatting in Notes section.
Resposta do Canopy Traduzir para o Português
Thank you for this detailed feedback, Kyle! We're glad Canopy is working for your firm and streamlining your processes.
We hope to address many of your specific recommendations in the near future as well! Follow along our new feature roadmap (or request a new feature yourself) by logging in here: https://feedback.getcanopy.com/
- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Best Project Management Software
Avaliado em 05/01/2023
I absolutely love this software! I could not do my day to day without it. I use it for tracking my bookkeeping, corporate compliance tracking, tax return management, e-signatures, task management, emails, calendar, and fed and state forms.
Vantagens
I love the project management aspect and the all of the templates. Recurring task and notifications. Email capability.
Desvantagens
I would love to see templates for e-signature email notifications, ability to turn on and off different payment methods
Resposta do Canopy Traduzir para o Português
Thank you for taking the time to leave this review! We appreciate your feedback! We're excited to hear the impact Canopy is making at your firm.
- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante Mais de um ano
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
Great Fit For Small Tax Practice
Avaliado em 10/01/2023
Vantagens
It covers all the features I need from my client-facing tech stack in one platform. I can share/receive files, send e-sign requests, manage work, send invoices, receive payments, and pull IRS transcripts all in Canopy. Support has also been very responsive to me and has helped me with all my questions.
Desvantagens
It is an evolving and growing platform that comes with occasional bugs and changes to the user experience.
Resposta do Canopy Traduzir para o Português
Thank you for taking the time to leave this review! We appreciate your feedback! We're excited to hear the impact Canopy is making at your firm.
- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
Canopy is useful
Avaliado em 07/12/2021
Vantagens
The task management feature is useful in tracking engagements and to help plan for the workload.
Desvantagens
Monitoring the number of contacts that are active can be challenging at times. There are was to identify last activity but is missing a feature where you can mark multiple clients as inactive instead of going into each one individually. This is important since the fee is based on the amount of active contacts.
- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante 6 a 12 meses
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
Canopy Tax
Avaliado em 28/07/2022
Very good experience. Tech Support has been very helpful. Our clients like the portal too.
Vantagens
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.
Desvantagens
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.
- Setor: Contabilidade
- Porte da empresa: 11 - 50 funcionários
- Usado Diariamente durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Canopy - a user-friendly and friendly-user solution
Avaliado em 14/07/2022
For most issues we've run into with Canopy, their internal team was able to fix the error with a very quick turnaround time or assist with producing a report on their end. Wherever they may lack in a feature, they are quick to find a solution if possible.
No system is going to be 100% custom tailored with all the bells and whistles, no matter the price point. Canopy consistently delivers and does not require a lengthy training session to get new users rolling, and when time is money that's a big foot forward.
Vantagens
The Canopy team is amazing at assisting with troubleshooting issues (very quick turnaround time) and are always working on new innovations. The fact that this is not just a set it and forget it system means that Canopy is always working to be a top competitor. They have a few Beta features (namely automation) in the works currently that as an Ops Manager I am thoroughly excited to see roll out. Their staff is always a pleasure to chat with and they hold quarterly 'First Look' webinars to explain what is new with their product and where they are going next - this team is always on the go.
Desvantagens
They have a few drawbacks such as the inability to send text messages (we use a third party system), lack of complex reporting (though easily created on the users end by CSV export and a little Excel wizardry), and a few other minor gruffs, but Canopy does have these on their radar (go check out the forums!) and is working on building these in over time.
- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Game changer
Avaliado em 29/12/2021
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.
Alternativas consideradas
IgnitionRazões para mudar para o Canopy
Pricing, ease of use and setup- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Perfect Solution for CPAs
Avaliado em 04/01/2023
Fantastic -- my workflow, project/task management, document retrieval/editing/sharing etc.
Vantagens
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.
Desvantagens
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.
Resposta do Canopy Traduzir para o Português
We're so happy to hear that Canopy has helped you launch your in-home practice! We are always striving to improve and are glad to hear we're going in the right direction. Thanks for being a Canopy user, Sandeep!
- Setor: Serviços financeiros
- Porte da empresa: 11 - 50 funcionários
- Usado Diariamente durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Outstanding software that keeps getting better and better!
Avaliado em 09/03/2018
It's an excellent client database and portal.
Vantagens
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Clients love that they have 24/7 access to their files. We have saved on paper and toner costs. Having all our client information in one place is incredibly valuable. Engagements keep you focused on what you need to do and makes things less likely to fall through the cracks. The integration with gmail makes tracking/finding email conversations easy! Absolutely can't imagine not having this software.
Desvantagens
There are only a few minor issues that I know Canopy will fix as they learn from their customers. I can make suggestions and I know that they will address these requests in future versions of the software:
1. Mobile Access is not perfect. An app would be great. Some screens just don't show up on my iPhone.
2. Tasks take way too long to create. I think it could be easier to create tasks.
3. Inability to print notes
4. Search engine is limited. It would be better to be able to search for partial names. Currently you need to really know the name of the person you are looking for. I have a business client who I can't search for the name of his business or DBA.
- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
Canopy helps our company stay organized.
Avaliado em 23/11/2021
Vantagens
Communication tab, organization of tasks.
Desvantagens
We would like to be able to integrate ability to update worksheets/ documents in internal files, just like you would in sheets or docs (if you want to edit, you have to do so outside of Canopy and re-upload. We would like to be able to quote in the system.
- Usado Diariamente durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
I have had a good experience using Canopy. The website functionality has been very good.
Avaliado em 05/04/2018
Vantagens
I like the ability to produce documents that are ready to deliver to clients or the IRS once I have completed the required forms. Additionally, I like the ability to make changes without having to reproduce documents. The link that can be sent directly to clients for data input has been very helpful. Having tax transcripts that are readily accessible on my desktop is a very important feature.
Desvantagens
I think that the software should include a feature that will allow you download transcripts overnight. I think the software would be enhanced if some of the additional features that follow are included in the software: Case Diagnostics, Fee Calculator, Searchable IRS Manual and IRS Contact List. It would be very helpful if other users within the same office could utilize Canopy at some add on rate or multiple user environment. Some of the tax resolution practitioners are part of small office environments. It would be good to have a product that could better fit the needs of the smaller office environments. T
- Setor: Contabilidade
- Porte da empresa: Profissional autônomo
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Canopy
Avaliado em 26/05/2021
Best Software compared ot its Peers.
Vantagens
This Software makes my Firm efficient and I cannot see running my practice without this software.
Desvantagens
Software has trouble reading some MAC Files.
- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante Mais de um ano
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
Great, easy and convenient for all of our needs.
Avaliado em 19/12/2022
Awesome
Vantagens
File sharing and ease of uploading from anywhere.
Desvantagens
Time tracker is my least favorite as it's hard to remember to turn it off sometimes.
Resposta do Canopy Traduzir para o Português
Thank you for your feedback, Jamie! We'd like to make the product as functional as possible. Send us your input about the time tracker here: https://feedback.getcanopy.com/
- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
A CPA for Canopy
Avaliado em 23/11/2021
My office staff handles the mechanics - however I have been very pleased with the product and our ability to use during the tax season
Vantagens
Even my over 80 year old clients were able to 'start up' their online account and download/view/E-Sign their returns without much assistance from my office. It was that easy for them! AND a very small percentage of clients (less then 5%) had difficulty
Desvantagens
You have many features we have not implemented. Time is of the essence any classes you offer during the tax season are difficult to attend. I guess more communication regarding all the product abilities.
- Setor: Contabilidade
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Best Tax Account Software
Avaliado em 05/01/2023
I love the program as do my clients, and suggest the software to my collegues.
Vantagens
I love the client portal as well as the transcript feature. My clients like the ease and security of the portal, and being able keep all their documents in one place is a wonderful feature.
Desvantagens
Recently the request transcript tool is not working when trying to request new updated transcripts.
Resposta do Canopy Traduzir para o Português
Thank you for your feedback, Jamie!
We'd like to make the product as functional as possible. Make sure to contact your Customer Representative about the Transcripts feature, they should be able to troubleshoot it for you!
- Setor: Serviços financeiros
- Porte da empresa: Profissional autônomo
- Usado Diariamente durante 1 a 5 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
New to Canopy
Avaliado em 29/11/2021
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.
Vantagens
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.
Desvantagens
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.
- Setor: Contabilidade
- Porte da empresa: Profissional autônomo
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Canopy is a Power for My Business
Avaliado em 02/12/2021
Solving fast paced production needs, particularly against short deadlines.
Vantagens
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.
Desvantagens
The documents needs to be searched chronologically and does not allow separate folders for organization.