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
  • Versão grátis
  • 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
  • Versão grátis
  • Assinatura

Imagens

Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting.
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Recursos

Total de recursos do Canopy: 82

  • API
  • Acesso offline
  • Administração de impostos
  • Alertas/notificações
  • Análise de dados da participação
  • Armazenamento de documentos
  • Arquivo morto e retenção
  • Assinatura eletrônica
  • Banco de dados de contatos
  • Campos personalizáveis
  • Captura de documentos
  • Classificação de documentos
  • Cobrança de projetos
  • Cobrança e faturamento
  • Cobrança por horas
  • Cobrança recorrente ou de assinaturas
  • Compartilhamento de arquivos
  • Contabilidade de projetos
  • Contas a receber
  • Controle de horas
  • Controle de horas e despesas
  • Controle de marcos
  • Controle de versões
  • Controle do processo de aprovação
  • Controle e acesso remoto
  • Controles/permissões de acesso
  • Criação de faturas
  • Empresas de contabilidade CPA
  • Faturamento de contingências
  • Faturas personalizáveis
  • Faturação online
  • Ferramentas de colaboração
  • Fluxo de trabalho baseado em regras
  • Fluxo de trabalho configurável
  • Fluxo de trabalho de aprovações
  • Formulários de impostos
  • Formulários na Internet
  • Formulários personalizáveis
  • Geração de documentos
  • Geração de relatórios financeiros
  • Gerenciamento de documentos
  • Gerenciamento de faturas
  • Gerenciamento de reuniões
  • Gestão de clientes
  • Gestão de formulários
  • Gestão de pesquisas/enquetes
  • Gestão de prazos
  • Gestão de projetos
  • Gestão de recursos
  • Gestão de tarefas
  • Gestão do calendário
  • Gestão do fluxo de trabalho
  • Gestão do pessoal
  • Histórico de faturas
  • Listas de tarefas
  • Mensagens instantâneas
  • Modelos personalizáveis
  • Monitoramento da atividade dos funcionários
  • Monitoramento do progresso
  • Métodos tradicionais
  • Pagamentos móveis
  • Pagamentos online
  • Painel de atividades
  • Para contadores
  • Para empresas de CPA
  • Pesquisa de texto completo
  • Pesquisa e filtro
  • Planificação/Programação de projetos
  • Portal de cobrança
  • Portal do cliente
  • Processamento de faturas
  • Processamento de pagamentos
  • Projeções
  • Questionários e feedback
  • Rastreamento de conformidade
  • Rastreamento de data de vencimento
  • Rastreamento de fuso horário
  • Rastreamento de percentual de progressão
  • Recuperação de arquivos
  • Relatórios do andamento
  • Relatórios e análise de dados
  • Suporte remoto

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Avaliações

Classificação geral

4,5 /5
(94)
Relação qualidade/preço
4,2/5
Recursos
4,3/5
Praticidade
4,5/5
Suporte ao cliente
4,5/5

Já tem o Canopy?

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Exibindo 5 avaliações de 94
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.

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.

Avaliador Verificado
Classificação geral
  • Setor: Serviços financeiros
  • 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

Canopy is to be loved.

Avaliado em 03/04/2018

Client file organization and communication system all in one software. All tax forms and ease of...

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.

Exibindo 5 avaliações de 94 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

Não temos informações sobre os recursos do Canopy.

Os clientes habituais do Canopy são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

O Canopy está nos seguintes idiomas:

inglês

O Canopy é compatível com os seguintes dispositivos:

Android (celular), iPhone (celular), iPad (tablet)

O Canopy se integra com os seguintes aplicativos:

FreshBooks, Gmail, Google Forms, Google Sheets, Mailchimp, Microsoft Excel, Microsoft Outlook, QuickBooks, Salesforce Foundation, Slack, Typeform, Xero, Zapier

O Canopy oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, 24 horas por dia (representante ao vivo), Bate-papo

Categorias relacionadas

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