Canopy vs. Equifax Workforce Solutions

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

LawLogix Guardian is well suited for companies who want or need to keep digital I-9 records in a safe and convenient place. LawLogix Guardian also keeps you up to date on all compliance practices for the country or state that you're in, ensuring that you stay compliant to the best of your abilities. One scenario where LawLogix falters is a very specific scenario of hiring minors without a Driver's License. In certain states, items such as report cards can be used in lieu of certain identifying documents. However, there is no accommodation for that in the current I-9 form.

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

• Immediate access to employee performance
• Allows only members who are affected and their superiors access to employee performance
• Keep administration aware of entries with immediate email reminders that an entry has been made on an employee.

Incentivized

• 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

• Credential updates
• Regulations on screening
• Some reporting

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 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

Gusto is great but Equifax Workforce Solutions really helps us manage payroll, HR, benefits, and other employee needs much more seamlessly. We are so glad we made the transition to this platform as it helps keep us organized even more for all of our employee needs! It's been a great decision

Incentivized

• 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

• It has helped us digitize our I-9s, including for employees that have been with us for a long time.
• It helps us ensure compliance to the best of our abilities in case of any audits.
• It helps us find record in an organized fashion.
• It helps us verify employment at the beginning of a new hire's employment to avoid any issues down the line.

Incentivized