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
Score 9.2 out of 10
N/A
Canopy is tax practice management software from Canopy, Inc., with accounting functionality designed for tax professionals and their customers. It includes tax resolution analytics, automatic IRS form population, client management, transcript delivery and reporting, custom service workflows, penalty abatement, casework/client engagement tracking, client portals, and billing and invoicing capabilities.
Performance management - the prompt questions are really helpful in distilling thoughts! Though it would still be great to have an optional box for additional feedback that might not be directly related to the prompt questions. The clean interface and user friendliness is a definite plus! But some specific features, eg. on TOIL application - it would be helpful to ensure it is intuitive to use, rather than confusing with the input process.
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.
Recruiting- communications are easy for both the internal team and candidates
Onboarding- the onboarding tasks are great. I love being able to attach documents as well as delay sending out tasks
Communication- the employee community is a great tool to keep our communications clean and organized. I love that we now have insight as to who has viewed the comms
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
The biggest issue is on performance assessments. We are not able to customize the reminder dates so the automated reminder dates shown to people and on the email reminders is often misaligned with our actual internal deadlines. This causes a lot of confusion each review cycle.
Also on performance management, there is no way to push feedback to a supervisor for their direct report. The only way is if the manager requests the feedback from you. This limits the opportunity for people to give real time feedback throughout the half.
I wish we had a way to track notes from employee 1:1s in BambooHR® so when we do our performance reviews we can track. That may be a module we didn't purchase but it would facilitate more continuous and comprehensive evaluation of people at review time.
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.
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.
Just because there's a little complex with everything that's rolling out and so I have had to walk some people through functionality because there's just so much to click at this point. Another thing is the review process doesn't allow for ratings with a number scale, and I know we're kind of getting away from that as an industry, but with our previous system we have been rating people for their merit percent increase on their wages at the end of the year and it doesn't have the functionality to do that.
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.
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.
I use the chat feature most often and the wait times can be long, but often I do get right in. When they promise to follow up, they always do. It seems the "support hero's" are very well training and knowledgeable. There are lots of resources in the form of print or video, too.
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.
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.
Lattice is much more oriented towards performance management. It includes many more advanced performance management features from building actual assessments to also performance development planning. BambooHR® for us was a place to centralize our data and build from within as well as connect to external integrations. PerformYard is what we used prior to BambooHR® for onboarding workflows and performance reviews, but BambooHR® is far superior.
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.
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.
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.
Time Savings: Automating onboarding, payroll, and employee record management has cut HR admin time by up to 30%, allowing teams to focus on strategic initiatives instead of paperwork.
Improved Onboarding: Streamlined workflows have cut onboarding time by nearly 50%, ensuring new hires are productive faster, reducing turnover risk in the critical first months.
- Enhanced Informational Clarity: Centralized employee data means fewer errors and faster access to essential information, reducing compliance risks and increasing accuracy in reporting.
