Access Handisoft vs. Canopy Practice Management

The software is great and does what we need for our day-to-day accounting, but when it comes to our in-house IT, we seem to have issues with our internal server complementing our ability to work outside of the office on the software. Data has been lost, work time wasted twice.

Incentivized

For accurate and remarkable accounting processes, Canopy is the program to embrace. One, it has the project accounting details where every resource has a detailed accounting feature. Again, matters on taxation and state compliance are professionally handled by Canopy. The tracking of the due dates for finishing a given operation is an incredible step.

Incentivized

• Productivity
• Dashboard/reporting
• Ease of use

Incentivized

• As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed.
• I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases.
• Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing

Incentivized

• Inventory building
• Reboot necessity
• Internet Lag

Incentivized

• Canopy's time tracking feature is hard to get valuable data from without the pro version.
• Canopy's dashboard for the workflow management could be better by providing a filter option of "Show me projects I'm assigned to and on which I am assigned to the current open workstep."
• Canopy's training on the product could be better.

We had to contact the company many times because of the problems we were encountering. They were not helpful in any way

Incentivized

Because we work with a CPA as our Finance Manager, it is best to have the ability to track our workflow and progress, as well as our own Due Date Tracking in order to remind him. They use QuickBooks to document their business, but using Access allows us to easily manage our number to send to them for general use.

Incentivized

Canopy is a hyper-CRM that does more than just track client interaction. It also does filing sharing in a way that's relevant to the client and constantly drives to client back to interacting with our firm.

Incentivized

• Canopy has allowed us to reduce our dependence on an administrative assistant to communicate with our clients effectively through the document request feature in an engagement. It has a reminder system built in which frees our time.
• The storage provided is robust enough that we have been able to eliminate our file server. We store all our client information in their individual record. Making some files visible to the client and and some not visible allows us to work remotely more effectively and not deal with problems with VPN over hotel networks.
• Canopy combines multiple products into one platform that is seamless and consistent. It has helped us eliminate multiple programs used previously to complete these functions.

Incentivized