Resumo do Canopy
O que é o Canopy?
Canopy is an all-in-one tax resolution and practice management platform that helps accountants, tax professionals and tax attorneys manage their practice, collaborate with their team and clients, and streamline tax engagements. The solution helps users stay organized with tasks, create customized workflows, and handle client billing and invoicing.
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.
Resumo do Canopy
Preços
Opções de preços
Practice Management: $50 per month per user (or $420 paid annually)
Tax Resolution: $150 per month per user (or $1380 paid annually) *includes Practice Management
Billing & Invoicing: (optional add-on) +$15 per month per user (or +$180 paid annually)
Recursos do Canopy
Mídias
Canopy - Avaliações
Canopy - Avaliações
Canopy takes the headaches out of client management by offering a way to keep client info...
Improved practice management and time management. As well as a simple way for clients to securely share their files with me.
I have had an outstanding experience with Canopy!
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.
Customer Service is Terribly - This Company is too new to meet deadlines
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.
As a tax professional with various types of clients I love it all in one place
Having a secure portal and most of my client tax information in one place.
Great product extraordinary customer support!
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.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
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,
I have had an outstanding experience with Canopy!
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.
Customer Service is Terribly - This Company is too new to meet deadlines
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.
As a tax professional with various types of clients I love it all in one place
Having a secure portal and most of my client tax information in one place.
Vantagens
The creators and tech support of this program are responsive to the end users requests and the site is updated, the tech support amazing, and until they get a feature installed, will help you with a work around to use in the mean time.
Desvantagens
That I cannot print lists easily, that clients cannot fill out their own portal information, and most importantly, that I cannot due my clients regular income taxes here thereby having all the important information saved in place.
Great product extraordinary customer support!
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.
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Preço do Canopy
Preço do Canopy
Practice Management: $50 per month per user (or $420 paid annually)
Tax Resolution: $150 per month per user (or $1380 paid annually) *includes Practice Management
Billing & Invoicing: (optional add-on) +$15 per month per user (or +$180 paid annually)
Practice Management: $50 per month per user (or $420 paid annually)
Tax Resolution: $150 per month per user (or $1380 paid annually) *includes Practice Management
Billing & Invoicing: (optional add-on) +$15 per month per user (or +$180 paid annually)
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Recursos do Canopy
Recursos do Canopy
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Categorias
Categorias
Mais informações sobre Canopy
Mais informações sobre Canopy
Principais recursos do Canopy
- Activity dashboard
- Add collaborators / collaboration
- Assign tasks
- Auto-populated IRS forms
- Automatic to-do lists
- Billing & invoicing
- CSED calculations
- Client management
- Client portals
- Cloud storage
- Custom service workflows
- Custom templates
- Deadlines
- Eligibility
- Engagement tracking
- Forms
- IRS form auto-population
- IRS standards
- Instant transcript delivery
- Notifications
- Online payments
- Penalty abatement
- Practice management
- Progress charts
- Progress tracking
- Recommendations and resources
- Reports and documents
- Share responsibilities
- Surveys & survey status
- Task workflow creation
- Tax management
- Tax resolution
- Tax resolution analytics
- Timelines
- Track engagements
- Transcript delivery & reporting
- Various file types
- Versioning
- Year and section filters
Vantagens
Perguntas frequentes sobre o Canopy
Perguntas frequentes sobre o Canopy
Abaixo estão algumas perguntas frequentes sobre o Canopy.
P: Que tipo de planos o Canopy oferece?
O Canopy oferece os seguintes planos de pagamento:
A partir de: US$ 99,00/mês
Modelo de preços: Assinatura
Teste Grátis: Disponível
Practice Management: $50 per month per user (or $420 paid annually) Tax Resolution: $150 per month per user (or $1380 paid annually) *includes Practice Management Billing & Invoicing: (optional add-on) +$15 per month per user (or +$180 paid annually)
P: Quais são os principais recursos do Canopy?
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
P: Quem costuma usar o Canopy?
Os clientes habituais do Canopy são:
Pequenas empresas, Grandes empresas, Empresas de médio porte
P: Em que idioma o Canopy está?
O Canopy está nos seguintes idiomas:
Inglês
P: Que tipo de planos o Canopy oferece?
O Canopy tem os seguintes planos de preços:
Assinatura
P: O Canopy é compatível com disponíveis móveis?
Não temos informações sobre os dispositivos compatíveis com o Canopy.
P: O Canopy se integra com quais outros aplicativos?
Não temos informações sobre quais integrações o Canopy oferece.
P: Que nível de suporte o Canopy oferece?
O Canopy oferece as seguintes opções de suporte:
Suporte por telefone, Suporte online
Improved practice management and time management. As well as a simple way for clients to securely share their files with me.