Canopy
Practice management software for accounting firms
4,5 /5 (92 avaliações) Escreva uma avaliação!Resumo do Canopy
O que é 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.
Resumo do Canopy
Preços
Opções de preços
We provide contact-based pricing tailored specifically for your firm.
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.
Canopy is to be loved.
Client file organization and communication system all in one software. All tax forms and ease of editing client files... it's great.
IRS transcripts at the push of a button!!
Canopy is always upgrading and improving their software based on constant user feedback.
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.
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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,
Canopy is to be loved.
Client file organization and communication system all in one software. All tax forms and ease of editing client files... it's great.
Vantagens
Overall functionality and ease of navigation. Bonus points for cool GUI and branding. The Customer Support staff is absolutely outstanding.
Desvantagens
The billing section needs a lot of work. Need to be able to automatically run batches of clients on a monthly basis. I know this is being addressed but it's still an issue for us.
IRS transcripts at the push of a button!!
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.
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.
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Preço do Canopy
Preço do Canopy
We provide contact-based pricing tailored specifically for your firm.
We provide contact-based pricing tailored specifically for your firm.
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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
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.
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$ 89,00/month
Modelo de preços: Gratuito, Assinatura
Teste Grátis: Disponível
We provide contact-based pricing tailored specifically for your firm.
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, 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:
Gratuito, Assinatura
P: O Canopy é compatível com disponíveis móveis?
O Canopy é compatível com os seguintes dispositivos:
Android, iPhone, iPad
P: O Canopy se integra com quais outros aplicativos?
O Canopy se integra com os seguintes aplicativos:
Zapier
P: Que nível de suporte o Canopy oferece?
O Canopy oferece as seguintes opções de suporte:
Suporte por telefone, Suporte online, FAQs, Fórum, Base de conhecimento, Tutoriais em vídeo
Improved practice management and time management. As well as a simple way for clients to securely share their files with me.