BambooHR is an cloud-based human resources solution that provides onboarding, payroll, and benefits management. It also offers automated time-off management and employee self-service.
$10
per month per user
Canopy Practice Management
Score7.8 out of 10
N/A
Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.
Pros: You can handle multiple time-off requests from your team members at once. A complete list of directories is available to all the employees of the organization. As a result, communication with other employees is easier. All the important documents and agreements are available in one place. Cons: You need to manually check how many team members are on leave on a given day and whether there are any conflicts.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There's nothing wrong with this platform. I would recommend it to any business starting with more than 10 employees. I will continue to use the program for as long as I need to, hoping they continue being tremendous and finding other ways to incorporate more technology.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I often have trouble finding where a setting or task I need should be. It's gotten better since we started using BambooHR®, but it's still hard to find things. Support chat is ALWAYS unavailable when I do have a question, even during their posted business hours.
Yes, there is a huge team in the back of the online platform or it looks like it because I have never been left without an answer when I have a question or waiting from a response on my chat .... There must be a huge team, this is so great and I always seem to have someone that is very knowledgeable too. So many times in the past I had to leave with customer service that would connect you with someone else because of the expertise, here everyone seems to be some kind of an expert in the HR function.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I love BambooHR. Reports are easy to run and download and it usually covers any types of requests I get from the management team. You get excel or .csv downloads/reports and it is fast and simple, not too crowded so it is easy to read through. We don't integrate the tool yet but again, soon we will. we just did not had the time to utilize it yet but that's the plan.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I think that the Bamboo customer support team is great. I've only had to contact them twice, but both times they were very easy to work with, assisted me quickly, and made sure I fully understood the solution and that it worked the way I needed it to.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Overall this training was great and our implementation specialist was wonderful and very helpful. We felt really prepared once our training was completed, But we could get additional help immediately even when we were live. The continuation Support heros after implementation are wonderful and you can always get a LIVE person each time you call into their office.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We implemented bambooHR in Fall, 2023 then implemented Payroll 1/1/24. A vital piece of information was not known or missed in that we are exempt from State Unemployment Tax and have a Reimbursement Set-up, so bambooHR did not send Payroll Reports to the State. Those reports need to be sent regardless if we are exempt or not.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Compared to other software, Bamboo is more modern and intuitive, especially in terms of user experience. But there is other software with more capabilities and features; maybe Bamboo is pretty good for a small- to mid-sized company.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Since my organization has dropped with employees, I always find ways to reduce costs. I thought there would be a cheaper option, but I was glad that my package included a lot for the price, and downgrading would cost more. The rep could have let me downgraded and taken me to a higher package. I am thankful that didn't happen.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is so much you can do with this platform, it is incredible and so welcoming. We don't utilize it 100% yet just because we are growing and the HR team has not been able to concentrate on other areas offered to us but but we will soon. Which is also why we got the product, specifically because what BambooHR can do to help us meet our growing business needs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
