Likelihood to Recommend There has been much end user improvement on this site over the 3 years that I have been using it. I really appreciate the focus and attention ADP has place on making this a user friendly site so that their customers can better navigate their payroll tax issues. I look forward to the additional features that will be added in another three years time. I really am able to be quite efficient within my role because of the ease of use of this site.
Read full review If you want to have an all in one solution for managing you clients (from sales lead to loyal client) this is the answer. We rarely have to use other systems to take a client from a lead to completing their taxes or representation case. It's also given us the freedom to switch our business model to focus on value added pricing and shift to be an advisory focused firm. If you want to pump out hundreds of returns and don't care about managing your clients on a long term basis because you're a quantity over quality shop, you may not find value in the software.
Read full review Pros It helps us identify our employees who entered their account information incorrectly and get the payment reissued to them as quickly as possible. It helps us quickly and securely issue payment to employees who terminate. We efficiently get our garnishments processed to remain compliant. Read full review 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 Keith Jones I am a CPA Specializing in IRS Tax Resolution and Small Business Accounting Automation & Tax Plannin
Read full review Cons ADP should have their SC employees better trained to give consistent answers about how to handle certain tax issues relating to the states. I seem to get a different answer multiple times. It's difficult to distinguish between which cases/letters goes through ADP Workforce Now Service Connect and which cases go through SmartCompliance. I have been told differently on many occasions and will find a case in both places. While many of the agency notices of tax rate changes, etc. are a very quick process and ADP "resolves" the case, I find other notices get lost in the shuffle when it doesn't fit exactly into the rate change bucket or the past due bill that says "Just Pay It". Some letters aren't that straightforward. Read full review Connectivity with Outlook for email tracking - the connection is sometimes lost and there is no notification. You just look for your email trail and there is nothing. Electronic signatures for multiple contacts on one document with some fields being optional would be a great help. Being able to see contact transcripts in the client record view versus just the transcript screen would be more efficient. Read full review Likelihood to Renew There is no other option on the table for us at the moment to go with a different vendor. We also have had very little issues processing with ADP that would make us want to look for a new vendor.
Read full review Usability For the most part, one can get in and learn how to navigate the system by just clicking on one of the suject areas. If you have a good clientrepresentative, they will inform you of new features/functionality and give you a quick demo. This is helpful for one to go back in and navigate to learn how it works and usefulness.
Read full review Reliability and Availability We have never experienced unavailability with ADP. They communicate promptly when there is a holiday or if the system is down for maintenance. The maintenance schedule is during times when it is least used
Read full review Performance If ADP is having issues, they communicate the problem within the solution once you log in. They also communicate that the issue will be fixed promptly. Reports run efficiently and in a reasonable amount of time. Also, the reports allow for various reporting types to be produced like a PDF or a Microsoft Excel file.
Read full review Support Rating As mentioned in the last comment, everyone and everything has been great. However sometimes you get one person that I feel can bring a score down and the current dedicated tax representative I have I do not feel is very supportive.
Read full review We had to contact the company many times because of the problems we were encountering. They were not helpful in any way
Read full review In-Person Training I haven't participated in in-person training yet.
Read full review Online Training They have annual training for Smart Compliance, which is very helpful. We learn the most up to laws for various subject matters, like garnishments, payroll law, child support, state unemployment laws by states. We also earn credit toward certifications. The training is user friendly, and highly recommended. It can be done live or listened to at your own convenience.
Read full review Implementation Rating Currently all electronic copies of our returns have to be downloaded one at a time. There should be a way to download all returns for a quarter in a zip file or single download.
Read full review Alternatives Considered ADP SmartCompliance was easily integrated with WFN and all of our employee data was in one place. We saw this as an advantage instead of having to log into multiple platforms, everything was quickly accessible to respond to a VOE or claim.
Read full review Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or notifies the user.
Read full review Scalability ADP has the ability to scale across departments. This was found to be true when we rolled out the wage payment solution. ADP users are able to view their pay stubs on their phones and/or computers. This wage payment portal offers W2 storage and paystub storage for access at any time by an employee.
Read full review Return on Investment The customer service phone service for the ADP Wisely service is very bad. No understanding or a language barrier is a very difficult service to deal with. Also working with them to correct a situation was impossible. It is basically non existent. Read full review We have eliminated our admin position as our tasks are more streamlined. We can support a year-round client demand breaking the season-to-season cash cycle. We're looking to become 100% remote/virtual helping clients all over the country/world within the next 12 months due to this cloud solution. Read full review ScreenShots ADP SmartCompliance Screenshots