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

A partir de
US$ 89,00/month

Opções de preços

Teste Grátis
Gratuito
Assinatura
Relação qualidade/preço

We provide contact-based pricing tailored specifically for your firm.


Recursos do Canopy

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

Mídias

Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting.
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
Captura de tela do Canopy: Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting. 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 Captura de tela do Canopy:

Canopy - Avaliações

Canopy - Avaliações

Classificação geral
4,5
/
5
Excelente
62

Muito bom
23

Regular
3

Ruim
1

Péssimo
3

Relação qualidade/preço
4,2
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.


Traduzir com Google
Avaliador Verificado

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.


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Avaliador Verificado

IRS transcripts at the push of a button!!

Canopy is always upgrading and improving their software based on constant user feedback.


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
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

Avaliador Verificado
Setor: Serviços financeiros
Traduzido para o Português
Traduzido para o Português

Canopy is to be loved.

Usado Diariamente durante Mais de dois anos
Avaliado em 03/04/2018
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Avaliador Verificado
Setor: Contabilidade
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

IRS transcripts at the push of a button!!

Usado Semanal durante Mais de um ano
Avaliado em 29/09/2020
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

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

Recomendação do usuário
8,9/10
Baseado em 92 usuários
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Preço do Canopy

Preço do Canopy

A partir de
US$ 89,00/month
Teste Grátis
Gratuito
Assinatura
Relação qualidade/preço

We provide contact-based pricing tailored specifically for your firm.

We provide contact-based pricing tailored specifically for your firm.

Relação qualidade/preço
4,2/5
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
Compare as alternativas por avaliações dos recursos
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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 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