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:

24,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao Canopy

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:

24,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao Canopy

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Recursos

Total de recursos do Canopy: 123

  • API
  • Acesso offline
  • Acesso para Celular
  • Acompanhamento de atividades
  • Administração de impostos
  • Agendamento de tarefas
  • Alertas/notificações
  • Armazenamento de dados seguros
  • Armazenamento de documentos
  • Arquivo morto e retenção
  • Arrastar e soltar
  • Assinatura digital
  • Assinatura eletrônica
  • Automação de documentos
  • Banco de dados de contatos
  • CRM
  • Campos personalizáveis
  • Captura de documentos
  • Classificação de documentos
  • Cobrança de projetos
  • Cobrança e faturamento
  • Cobrança por horas
  • Cobrança recorrente ou de assinaturas
  • Comentários/notas
  • Compartilhamento de arquivos
  • Contabilidade
  • Contabilidade de projetos
  • Contas a receber
  • Controle de despesas
  • Controle de horas
  • Controle de horas e despesas
  • Controle de marcos
  • Controle de versões
  • Controle do processo de aprovação
  • Controle do progresso de tarefas
  • Controle do tempo do projeto
  • Controle e acesso remoto
  • Controles/permissões de acesso
  • Conversão de arquivos
  • Criação de faturas
  • Dados em tempo real
  • Empresas de contabilidade CPA
  • Faturamento de contingências
  • Faturas personalizáveis
  • Faturação online
  • Ferramentas de colaboração
  • Fluxo de trabalho configurável
  • Fluxo de trabalho de aprovações
  • Fluxo de trabalho do projeto
  • Formulários de impostos
  • Formulários personalizáveis
  • Geração de documentos
  • Geração de relatórios financeiros
  • Gerenciamento de arquivos
  • Gerenciamento de contatos
  • Gerenciamento de documentos
  • Gerenciamento de e-mails
  • Gerenciamento de faturas
  • Gerenciamento de reuniões
  • Gestão da folha de pagamento
  • Gestão de clientes
  • Gestão de compromissos
  • Gestão de conformidade
  • Gestão de conteúdo
  • Gestão de formulários
  • Gestão de prazos
  • Gestão de projetos
  • Gestão de recursos
  • Gestão de tarefas
  • Gestão do fluxo de trabalho
  • Gestão do pessoal
  • Gestão do quadro de horários
  • Gestão financeira
  • Histórico de faturas
  • Imagem de marca personalizável
  • Importação/exportação de dados
  • Integração da contabilidade
  • Integração de QuickBooks
  • Integração do Microsoft Outlook
  • Integrações de terceiros
  • Lembretes
  • Marcação
  • Mensagens instantâneas
  • Modelos de documentos
  • Modelos de projetos
  • Modelos personalizáveis
  • Monitoramento da atividade dos funcionários
  • Monitoramento do progresso
  • Métodos tradicionais
  • Múltiplos projetos
  • Pagamentos eletrônicos
  • Pagamentos móveis
  • Pagamentos online
  • Painel de atividades
  • Para contadores
  • Para empresas de CPA
  • Pesquisa de texto completo
  • Pesquisa e filtro
  • Planejamento de projetos
  • Planejamento de tarefas
  • Planificação/Programação de projetos
  • Portal de cobrança
  • Portal do cliente
  • Processamento de cartões de crédito
  • Processamento de faturas
  • Processamento de pagamentos
  • Processamento de pagamentos ACH
  • Projeções
  • Rastreamento de conformidade
  • Rastreamento de data de vencimento
  • Rastreamento de fuso horário
  • Rastreamento de percentual de progressão
  • Rastreamento do projeto
  • Recuperação de arquivos
  • Relatórios e análise de dados
  • Relatórios e estatística
  • Relatórios personalizáveis
  • Revisão de documentos
  • Seguimento de relatórios/projetos
  • Seguimento de status
  • Seguimento do custo até a conclusão
  • Suporte remoto
  • Transferência de arquivos

Alternativas

TaxDome

4,7
#1 alternativa ao Canopy
TaxDome is a tax practice management software designed to help bookkeepers, accounting firms, and certified public...

Ignition

4,7
#2 alternativa ao Canopy
Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online...

Jetpack Workflow

4,8
#3 alternativa ao Canopy
Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management,...

Karbon

4,7
#4 alternativa ao Canopy
Karbon is the collaborative practice management platform for accounting firms.

Avaliações

Classificação geral

4,5 /5
(158)
Relação qualidade/preço
4,1/5
Recursos
4,3/5
Praticidade
4,5/5
Suporte ao cliente
4,4/5

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Exibindo 5 avaliações de 158
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,

Scott K.
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Avaliação gratuita
  • Fonte da avaliação

Classificação geral

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

Thomson Reuters File cab vs Tax Canopy

Avaliado em 27/06/2022

Within two weeks of starting my 30 day free trial, I had it set up (so I could evaluate the details...

Within two weeks of starting my 30 day free trial, I had it set up (so I could evaluate the details and functionality) and decided to switch from Thomson Reuters File Cab. Another local CPA had also finished his vetting process so Tax Canopy already came highly recommended.

Vantagens

Free support - chat in or ph call. Templates for global folder creation. Once this is figured out, you can populate new client files with all the needed folders in less than 30 seconds. Using "Tags" to identify clients to send email blasts inside Canopy - brilliant! Unlimited file storage. Thomson Reuters charges me which is odd in this day and age with super affordable data storage. Annotations to files (i.e. PDFs) without paying for an ADobe license. Client portals. I've used other portal software, including the Thompson Reuters VO portal, but Canopy has this down to simple science. The Desktop Assistant allows you to edit live Word and Excel files.

Desvantagens

File migration from File Cab. I wrote a how-to process sheet for my firm so this is doable just time-consuming. Don't let that deter you as it is part of the pain to switch from one software to another. We also are ditching Thomson Reuters Practice CS (i.e. their time and billing software) for the one inside Canopy. The invoicing and reporting are much weaker in Canopy compared to Practice CS so this is a problem but wasn't a deal-breaker. Canopy has assured me that better reports are forthcoming and I trust Canopy.

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.

Alternativas consideradas

ProConnect Tax

Razões para escolher o Canopy

We counted on Canopy and they totally blew it.

Software anterior

Drake Tax

Razões para mudar para o Canopy

We thought they would be able to deliver everything to us at a decent price.
Tyler R.
Classificação geral
  • Setor: Atacadistas
  • Porte da empresa: 10 000+ funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

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

Change for the Better!

Avaliado em 11/06/2022

My experience with Canopy is amazing I will never leave and i will invite all my friends and family

My experience with Canopy is amazing I will never leave and i will invite all my friends and family

Vantagens

The thing that i liked the most about the software was that it was easy to use and it was also inexpensive.

Desvantagens

I wish I could use more charts in the software but besides that it is amazing

Juventino G.
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 5.0 /10

Good software with strong features and lots of promise at a pricey point.

Avaliado em 23/11/2021

My overall experience with Canopy has been a good one thus far. Even though I bitch about the cost...

My overall experience with Canopy has been a good one thus far. Even though I bitch about the cost l, I continue to stay because of the ease of use, simplicity for my clients, and automation I’ve created within my tech stack.

Vantagens

The best feature is the client portal and mobile app. It has been a business transformation blessing from way before COVID was ever a thing. I remember way back in 2017 when the mobile app was nearly launching how it revolutionized the way my clients do business with me. This is what has kept me on Canopy in spite of the price hikes.

Desvantagens

Canopy recently has changed their pricing model and I don’t like it because it increases the barriers to tax professional adoption. There are other titles out there who bring good feature sets and a much lower price point and has given me reason to start shopping elsewhere. What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my clients that I virtually moved virtual offices, and avoiding the headaches of all the client questions that would ensue.

Alternativas consideradas

TaxDome

Razões para escolher o Canopy

I wanted a good tax management experience and the one provided by Canopy was superior to other competitors at that time around 2016-2017.

Software anterior

TaxAct Business

Razões para mudar para o Canopy

I wanted a more integrated experience and an online only software. Taxaroo left me desiring a better client portal experience and way back in 2016-2017 their offering was not as strong as CanopyTax.
Exibindo 5 avaliações de 158 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: 24,00 US$/mês
  • Modelo de preços: Versão gratuita, Assinatura
  • Avaliação gratuita: Disponível

Time & Billing - $24/month per user, billed annually Workflow - $30/month per user, billed annually Transcripts & Notices - $33/month per user, billed annually Document Management - $40/month per user, billed annually Client Management - $2.50/per client, per year, billed annually We provide contact-based pricing tailored specifically for your firm.

Os clientes habituais do Canopy são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

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, Quickbooks Online, 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, Assistência 24/7, Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para Canopy.