Sobre o Canopy

Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices.

Canopy’s client management features allow users to securely upload and store documents of virtually any file type, as well as track clients, tasks, surveys and notes in a centralized location. An easy-to-digest roadmap helps keep track of cases and engagements by displaying progress charts, survey statuses and relevant deadlines.

Tax resolution analytics help determine the best course of action by manipulating numbers to test and compare potential outcomes. Canopy notifies users of relevant information that could affect their client’s case, such as if an amount claimed exceeds IRS standards. IRS form surveys intuitively offer only the questions that are relevant to the client and case, including smart auto-population features.

Canopy quickly retrieves transcripts from the IRS, and breaks them down into easy-to-understand reports and documents such as account overview, wage and income, CSED calculations, and more. Users are able to send their clients an invite to their own portal, where they can log in to fill out surveys, see progress, upload and exchange files, pay invoices, and more.

Preços a partir de:

US$ 89,00/mês

  • Teste Grátis
  • Gratuito
  • Assinatura

Principais benefícios do Canopy

Canopy is ideally suited for mid-size accounting firms in need of a comprehensive practice management solution to organize their team, their workload, and their clients from one platform.

Keep Your Team Organized.

Productivity: See your team’s daily progress at a bird’s eye view. Budget hours, track time, and delegate tasks easily.

Workflow: Streamline your workflow by utilizing templates for letters, client requests, and ongoing projects. Utilize the task dashboard to track your team’s daily workload. Use workflow to enable every person in your firm to clearly understand what they’re working on at any given time.

Document Management: Establish a central hub of documentation for your firm with organized, custom folder structures. Drag and drop, print, or scan files directly to client folders—all without ever worrying about storage limits.

CRM: Manage all of your contacts’ information from one place, and display the information that matters most to your firm with custom fields and filters.

Communication: Track communication between you, your team, and your clients in one place. Plus, send bulk emails with just a click.

Create a Connected Client Experience.

Client Portal: Stay in sync with your clients, through a custom-branded portal where they’ll have access to everything relevant to their case, including: Invoices, Requests, Files, Payments, Esign. The client portal is available on both Android and iOS mobile devices.

Secure File Exchange: All files are encrypted with bank-level security so you and your clients can securely share files back and forth. Plus, you’re in control of which documents clients and staff have access to—adding or removing permissions at any time.

E-signature: Collect electronic signatures, authenticated with Knowledge-based authentication, from your clients without trying to match schedules.

Payments: Automate recurring payments, conveniently save client payment information, and enjoy a simple, flat processing rate. Also includes a dashboard overview and the ability to export to your books.

Dispositivos

Porte da empresa

P M G

Mercados

Estados Unidos

Idiomas

Inglês

Preços a partir de:

US$ 89,00/mês

  • Teste Grátis
  • Gratuito
  • Assinatura

Imagens

Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting.
The survey only offers questions that are relevant to the specific client and case
Store all client-related data - surveys, deadlines, tasks, documents, and notes - in the cloud
Canopy presents transcripts in a series of reports and documents, including CSED calculations, wage and income, account overview, and more
Custom service workflows allow users to create personalized steps for each service
Canopy helps simplify complicated services such as penalty abatements, liens, levies, trust fund recovery, and more
Engagement summaries display progress charts, relevant deadlines, and survey status
Clients can log in to their own portals to see progress, fill out surveys, pay invoices, upload and exchange files, and more
Set up online payments through Canopy, or send instructions for paying another way
Ver mais 11
Captura de tela do Canopy: Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting. Captura de tela do Canopy: The survey only offers questions that are relevant to the specific client and case Captura de tela do Canopy: Store all client-related data - surveys, deadlines, tasks, documents, and notes - in the cloud Captura de tela do Canopy: Canopy presents transcripts in a series of reports and documents, including CSED calculations, wage and income, account overview, and more Captura de tela do Canopy: Custom service workflows allow users to create personalized steps for each service Captura de tela do Canopy: Canopy helps simplify complicated services such as penalty abatements, liens, levies, trust fund recovery, and more Captura de tela do Canopy: Engagement summaries display progress charts, relevant deadlines, and survey status Captura de tela do Canopy: Clients can log in to their own portals to see progress, fill out surveys, pay invoices, upload and exchange files, and more Captura de tela do Canopy: Set up online payments through Canopy, or send instructions for paying another way Captura de tela do Canopy:

Recursos

Total de recursos do Canopy: 31

  • API
  • Análise de dados da participação
  • Armazenamento de documentos
  • Campos personalizados
  • Cobrança e faturamento
  • Controle de versões
  • Ferramentas de colaboração
  • Filtragem de dados
  • Fluxo de trabalho baseado em regras
  • Fluxo de trabalho configurável
  • Formulários na Internet
  • Formulários personalizados
  • Gerenciamento de faturas
  • Gestão de clientes
  • Gestão de formulários
  • Gestão de prazos
  • Gestão de questionários
  • Gestão de recursos
  • Gestão de tarefas
  • Gestão do calendário
  • Gestão do fluxo de trabalho
  • Listas de tarefas
  • Modelos personalizáveis
  • Monitoramento do progresso
  • Notificações automáticas
  • Painel de atividades
  • Portal do cliente
  • Processamento de faturas
  • Projeções
  • Questionários e feedback
  • Relatórios do andamento

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Avaliações

Classificação geral

4,5 /5
(93)
Relação qualidade/preço
4,2/5
Recursos
4,3/5
Praticidade
4,5/5
Suporte ao cliente
4,5/5

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Exibindo 5 avaliações de 93
Danny N.
Classificação geral
  • 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

Canopy takes the headaches out of client management by offering a way to keep client info...

Avaliado em 27/04/2018

Improved practice management and time management. As well as a simple way for clients to securely...

Improved practice management and time management. As well as a simple way for clients to securely share their files with me.

Vantagens

That all client info, files, communication, notes, and tasks are in one application. It has helped eliminate the need to jump around from application to application to find the info I need to manage all my clients accounts.

Desvantagens

The task feature can use some updates in simplification and added features. I still prefer Jetpack Workflow to help manage my tasks until Canopy improves this feature. I also get frustrated that there isn't a way to simply email a file stored in Canopy to a client that maybe isn't using the portal feature, rather than downloading and adding to an email as an atachment,

Elisabeth G.
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

I have had an outstanding experience with Canopy!

Avaliado em 30/05/2018

Client satisfaction, reliable (and hopefully secure!) file-sharing. Potential to have a more...

Client satisfaction, reliable (and hopefully secure!) file-sharing. Potential to have a more efficient tax practice. I feel like i didn't have time to dive in to all feature fully during tax season, but hope to spend some time this Fall tinkering with the software.

Vantagens

Helping me organize the data and correspondence of 200+ tax clients. I got hooked by the fact that it keeps copies of all my email correspondence. But the biggest surprise was all the positive feedback I received from my clients about how easy it was to use, especially the file uploading. I had a previous product that was a complete nightmare. Around 40% of the clients who tried using it were unable to. Working on taxes brings up a lot of anxiety in people so anything I can do to make the experience smoother goes a long way. Having a reliable, user-friendly product to offer my clients feels GREAT!

Desvantagens

Annual subscription fee that will likely increase as the product is continually enhanced. It's also a little hard to organize the accounts of married couples. They file a joint return so in many respects only need one account. But I like to correspond with both spouses and I haven't figured out a way to do that within one account. If I made one spouse's account inactive, it also deactivates their email address so I'm unable to correspond with them.

Dustin J.
Classificação geral
  • Setor: Bens de consumo
  • Porte da empresa: 501-1.000 funcionários
  • Usado Semanal durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 0.0 /10

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

Avaliado em 02/01/2020

Purchased a license in order to use their Tax Prep software (NOT the tax management software -...

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.

Vantagens

The software is cloud based and therefore easy to access.

Desvantagens

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.

Diana D.
Classificação geral
  • 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

Canopy is amazing and must have!!

Avaliado em 02/12/2020

Just great overall!

Just great overall!

Vantagens

its easy to use, helps me save and my clients love it!!

Desvantagens

maybe a check mark feature when documents are reviewed

Resposta do Canopy

Hey Diana,

We are excited that you love the product. We love hearing from our customers.

Avaliador Verificado
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: Profissional autônomo
  • Usado Semanal durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

IRS transcripts at the push of a button!!

Avaliado em 29/09/2020

Canopy is always upgrading and improving their software based on constant user feedback.

Canopy is always upgrading and improving their software based on constant user feedback.

Vantagens

I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.

Desvantagens

There's really nothing to dislike about this software. It does what it says it will do and it saves me time.

Exibindo 5 avaliações de 93 Leia todas as avaliações

Perguntas frequentes sobre o Canopy

Abaixo estão algumas perguntas frequentes sobre o Canopy.

O Canopy oferece os seguintes planos de pagamento:

  • A partir de: US$ 89,00/mês
  • Modelo de preços: Gratuito, Assinatura
  • Teste Grátis: Disponível

We provide contact-based pricing tailored specifically for your firm.

O Canopy oferece os seguintes recursos:

  • Activity dashboard
  • Add collaborators / collaboration
  • Assign tasks
  • Auto-populated IRS forms
  • Automatic to-do lists
  • Billing & invoicing
  • CSED calculations
  • Client management
  • Client portals
  • Cloud storage
  • Custom service workflows
  • Custom templates
  • Deadlines
  • Eligibility
  • Engagement tracking
  • Forms
  • IRS form auto-population
  • IRS standards
  • Instant transcript delivery
  • Notifications
  • Online payments
  • Penalty abatement
  • Practice management
  • Progress charts
  • Progress tracking
  • Recommendations and resources
  • Reports and documents
  • Share responsibilities
  • Surveys & survey status
  • Task workflow creation
  • Tax management
  • Tax resolution
  • Tax resolution analytics
  • Timelines
  • Track engagements
  • Transcript delivery & reporting
  • Various file types
  • Versioning
  • Year and section filters

Os clientes habituais do Canopy são:

Pequenas empresas, Empresas de médio porte

O Canopy está nos seguintes idiomas:

Inglês

O Canopy é compatível com os seguintes dispositivos:

Android, iPhone, iPad

O Canopy se integra com os seguintes aplicativos:

Zapier

O Canopy oferece as seguintes opções de suporte:

Suporte por telefone, Suporte online, FAQs, Fórum, Base de conhecimento, Tutoriais em vídeo

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