Canopy

Tax resolution & practice management

4,5 /5 (92 avaliações) Escreva uma avaliação!

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

A partir de
US$ 99,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

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

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos
Idiomas
Inglês

Mídias

Tax resolution analytics help users view and compare potential outcomes
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
Canopy - Vídeo Captura de tela do Canopy: Tax resolution analytics help users view and compare potential outcomes 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

Canopy - Avaliações

Canopy - Avaliações

Classificação geral
4,5
/
5
Excelente
62

Muito bom
23

Regular
3

Ruim
1

Péssimo
3

Relação qualidade/preço
4,1
Recursos
4,3
Praticidade
4,4
Suporte ao cliente
4,5
92% dos usuários recomendam este app
Danny N.

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.


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Elisabeth G.

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.


Traduzir com Google
Dustin J.

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.


Traduzir com Google
Julie L.

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.


Traduzir com Google
John B.

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.


Traduzir com Google
Danny N.
Traduzido para o Português
Traduzido para o Português

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

Usado Diariamente durante Mais de um ano
Avaliado em 27/04/2018
Fonte da avaliação: Capterra

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,

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Elisabeth G.
Setor: Contabilidade
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

I have had an outstanding experience with Canopy!

Usado Diariamente durante 6 a 12 meses
Avaliado em 30/05/2018
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Dustin J.
Setor: Bens de consumo
Porte da empresa: 501-1.000 funcionários
Traduzido para o Português
Traduzido para o Português

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

Usado Semanal durante 1 a 5 meses
Avaliado em 02/01/2020
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 0.0/10

Julie L.
Traduzido para o Português
Traduzido para o Português

As a tax professional with various types of clients I love it all in one place

Usado Diariamente durante Mais de um ano
Avaliado em 10/04/2018
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

John B.
Traduzido para o Português
Traduzido para o Português

Great product extraordinary customer support!

Usado Diariamente durante Mais de um ano
Avaliado em 30/05/2018
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
8,8/10
Baseado em 92 usuários
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Preço do Canopy

Preço do Canopy

A partir de
US$ 99,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço

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)

Relação qualidade/preço
4,1/5
Baseado em 92 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Canopy

Recursos do Canopy

API
Análise financeira
Cobrança e faturamento
Controle de despesas
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de faturas
Gestão da contabilidade
Gestão de conformidade
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração da contabilidade
Integração de terceiros
Múltiplas moedas
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Processamento de faturas
Registro de auditoria
Relatórios e estatística
Recursos
4,3/5
Baseado em 92 usuários
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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 helps save time on redundancies with online client surveys, auto-populated IRS forms, smart tax analytics, and a dynamic client portal.

  • Timelines help users and teams keep track of what every user has done for each case and when, eliminating confusion and increasing transparency within the practice.

  • Canopy users are able to skip through reports quickly using year and section filters, as well as save each version with the date for quick reference.

  • The solution allows users to create custom service workflows that can be applied to clients, and have all relevant tasks added automatically.

  • Users can create professional invoices and deliver them to their clients' email inbox, receive payments online, as well as follow up on any overdue payments.

  • 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