Canopy Practice Management vs. Prime Suite EHR

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

If you do not mind poor aesthetics and want software that will do the work simply, this may be a good option.

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

• Charting is very nice and easy to use once the templates are designed.
• Reporting is good, but the report designer could be a little easier to use for the non-technical user.
• The Patient Info screen is very comprehensive and has lots on info readily available.

• 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.

• Updates are often "glitchy" but issues are resolved quickly.
• Some users complain that the clinical side of the EHR system is not as user-friendly as they would like.
• Some reports do not integrate with each other - there are fields that should be available but are not. However, through Customer Support, some custom reports can be generated and new enhancements to reports are being released.

Incentivized

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

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

I liked PracticeAdmin for the way it showed key metrics and the simplicity of the software. However, you get what you pay for, and PrimeSuite has so much more functionality than PracticeAdmin ever did. I prefer the reporting, the options available in setup, just the overall customization you can do with PrimeSuite to that of other platforms.

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