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.
N/A
JobDiva
Score8 out of 10
N/A
JobDiva is a global applicant tracking system (ATS) and front-to-back talent management solution. JobDiva combines a CRM, synchronization with all major job boards and VMS providers, BI analytics, a mobile app, and a resume database. JobDiva also advertises unique search filters for screening resumes.
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
The functionality the platform holds is top-notch where I can house details regarding contact information, requested rates, what jobs we're submitting them to, and all the personal information (CV, certifications, degrees, etc) that we obtain from our candidates. It's extremely helpful that I am able to submit candidates externally as that is our M.O. routinely. I really like it.
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
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 have invested a lot of time and technically money (on the part of our people) in JobDiva. We had an independent company come in and do a gap analysis to tell us where we were using the product as we should be and where we were not. We are working on correcting things that we are not doing to "best practice" for our business.
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
JobDiva is one of the best applicant tracking systems - it's easy for recruiters to use and provides the ability to quickly build a search and filter millions of resumes of available candidates with the required levels of experience, skills or attributes. Jobdiva itself is a very intelligent and powerful tool to recruit and source qualified candidates.
Over all I think JobDiva works well. It has some issues from time to time, but the support staff seems to handle it quickly. The major issue is the email merges getting black listed as spam. That takes away a very important JobDiva feature. That is our major functionality complaint these days
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
Usually, we don't come across downtime or any such issues. However, whenever required, the Support team is always up and ready to solve it as soon as possible. One of its best features is it always Notifies users of any changes related to any of its uses or new additions.
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. TR verified that a representative sample of customers was invited. More Info
This is a SaaS platform so the implementation is easy. One thing to consider is to make sure your organization has agreed to this system. Not all will like it but atleast everyone must understand how this will impact Staffing efforts in a positive way. Once everyone is bought then the rest is smooth. The reason I mention this is because after the implementation some where reluctant to change thus not maximizing JOBDIVA to its full capacity.
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
Bullhorn seemed very focused on integration with LinkedIn but was missing on other factors. WinSearch was lacking as an ATS on all fronts, mass email would go to same people, there was no real prevention of duplicates and there was really no great way to link information and easy access later on
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
It had a positive impact of the number of candidates I was able to reach and which actually helped to increase the hiring rate at one of our clients.
The reporting system in JobDiva. It actually helped to focus more on the business objectives instead of documenting about each and every employee.
The only negative it had was that in a ew positions (asking for niche skills), when it required to submit candidates in a quick time, the other vendors were able t he win the race.
