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
Mercados
Estados Unidos
Idiomas
inglês
Preços a partir de:
24,00 US$/mês
- Versão gratuita
- Teste Grátis
- Assinatura
5 principais alternativas ao Canopy
Imagens
Recursos
Total de recursos do Canopy: 123
Alternativas
TaxDome
Ignition
Jetpack Workflow
Karbon
Avaliações
Já tem o Canopy?
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- Usado Diariamente durante Mais de um ano
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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,
- Setor: Contabilidade
- Porte da empresa: 2-10 funcionários
- Usado Diariamente durante Avaliação gratuita
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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.
- Setor: Bens de consumo
- Porte da empresa: 501-1 000 funcionários
- Usado Semanal durante 1 a 5 meses
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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 TaxRazões para escolher o Canopy
We counted on Canopy and they totally blew it.Software anterior
Drake TaxRazões para mudar para o Canopy
We thought they would be able to deliver everything to us at a decent price.- Setor: Atacadistas
- Porte da empresa: 10 000+ funcionários
- Usado Diariamente durante 6 a 12 meses
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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
- Setor: Contabilidade
- Porte da empresa: Profissional autônomo
- Usado Diariamente durante Mais de dois anos
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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
TaxDomeRazões 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 BusinessRazões 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.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: 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.
P: Quem costuma usar o Canopy?
Os clientes habituais do Canopy são:
Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000
P: Em que idioma o Canopy está?
O Canopy está nos seguintes idiomas:
inglês
P: O Canopy é compatível com disponíveis móveis?
O Canopy é compatível com os seguintes dispositivos:
Android (celular), iPhone (celular), iPad (tablet)
P: O Canopy se integra com quais outros aplicativos?
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
P: Que nível de suporte o Canopy oferece?
O Canopy oferece as seguintes opções de suporte:
Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, Assistência 24/7, Bate-papo
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