Canopy vs. Digital River

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.

Incentivized

Well suited if you are wanting to implement a solution with minimal staff or resources to support a large project such as E-Commerce software delivery.

• 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

• Digital River's email marketing arm has always been top notch. They are very connected with their customers, quick to alert us to any problems they are experiencing and respond if we bring something to their attention.
• The Global Commerce platform has grown leaps and bounds in the last few years. Its great having a cloud based ecommerce platform that can be accessed securely from any computer in the world.
• Worldwide payments continues to be a Digital River strong point. They are continually investigating and and doing the work necessary to new countries and locales to their platform.

• 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.

Incentivized

• Their flexibility and customizability are lacking. Changes to our cart or store require a lot of lead time discussions and development time.
• They have many strange UI implementations for things. One search bar is a wildcard match, while another is a string match. One setting might break your product, or be editable once, but you cannot change it after that one time.

Incentivized

N/A I wasn't the person that implemented or recommended Digital River. But from an eCommerce standpoint I liked the organization overall and would recommend it.

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

Incentivized

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.

Incentivized

We evaluated our ability to expand internationally with our current e-commerce platform and decided we could get to market faster with Digital River

• 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.

Incentivized

• Definitely positive impact in local markets
• Positive impact in email marketing
• Some positive experience with tailoring it for our business objectives

Incentivized