What users are saying about
16 Ratings
16 Ratings
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Score 9.5 out of 100
20 Ratings
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Score 7.4 out of 100

Feature Set Ratings

  • Canopy ranks higher in 1 feature set: Tax Reporting & Compliance

Type of tax

9.8

Canopy

98%

Proconnect Tax Online

Feature Set Not Supported
N/A
Canopy ranks higher in 4/4 features

Sales and Use Taxes

10.0
100%
3 Ratings
N/A
0 Ratings

Cross-border Taxes

9.0
90%
2 Ratings
N/A
0 Ratings

VAT / GST Taxes

10.0
100%
2 Ratings
N/A
0 Ratings

Energy and Fuel Taxes

10.0
100%
3 Ratings
N/A
0 Ratings

Tax Reporting & Compliance

9.4

Canopy

94%
6.6

Proconnect Tax Online

66%
Canopy ranks higher in 7/7 features

Geolocation for Tax Assessment

9.0
90%
2 Ratings
N/A
0 Ratings

3rd-Party Software Integrations

9.3
93%
5 Ratings
6.0
60%
3 Ratings

Tax Data Reporting

9.5
95%
3 Ratings
7.6
76%
3 Ratings

Compliance Administration Management

9.3
93%
6 Ratings
8.0
80%
3 Ratings

Tax Exemption Processing

10.0
100%
3 Ratings
N/A
0 Ratings

Tax Document Management

9.7
97%
6 Ratings
7.4
74%
6 Ratings

Complex Tax Scenario Management

9.3
93%
5 Ratings
4.0
40%
5 Ratings

Attribute Ratings

  • Canopy is rated higher in 1 area: Likelihood to Recommend
  • Proconnect Tax Online is rated higher in 1 area: Support Rating

Likelihood to Recommend

9.5

Canopy

95%
11 Ratings
5.3

Proconnect Tax Online

53%
9 Ratings

Support Rating

1.0

Canopy

10%
2 Ratings
1.2

Proconnect Tax Online

12%
5 Ratings

Likelihood to Recommend

Canopy, Inc.

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.
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Intuit

Intuit has coined the term "Firm of the Future" and its products live up to that moniker. If you run a practice that is cloud based, paperless and makes use of cutting edge tools such as e-signatures, client portals, etc., then this product will be a good fit for you. If you are slow to change and want to use the traditional desktop computing environment and frequently print client draft returns for review, use wet signatures, etc. then this might not be the product for you. If you are already using some of Intuit's products and plan to implement more business clients into QuickBooks Online, I would say this product is a "must have".
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Pros

Canopy, Inc.

  • 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
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Intuit

  • Allows us to collect client's information via Intuit Link. It's easy for our clients to upload their information and ask us questions via Link.
  • Efiling is made easy. I can cross check the returns to make sure everything matches and then efile.
  • The Dashboard is great to see where the returns stand and when they have been accepted by the state and IRS.
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Cons

Canopy, Inc.

  • 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.
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Intuit

  • Not very many software titles outside the Intuit family can be used to integrate with the product.
  • The UI is a bit dated looking.
  • Can get rather costly if larger volumes of returns are prepared.
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Pricing Details

Canopy

Starting Price

Editions & Modules

Canopy editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Proconnect Tax Online

    Starting Price

    $70.78 per return 1-9 returns

    Editions & Modules

    Proconnect Tax Online editions and modules pricing
    EditionModules
    1-9 returns$70.781
    10-49 returns$62.982
    50-99 returns$55.173
    100-199 returns$43.174
    200-299 returns$35.985
    +300 ReturnsCustom Pricing6

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Support Rating

    Canopy, Inc.

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

    The support is, excellent and Intuit overall provides good support. Their customer service representatives are friendly and always assist with issues when needed. There are multiple ways to contact the support team. I have not sued them though very much for technical tax issues and primarily the customer service team when needed.
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    Alternatives Considered

    Canopy, Inc.

    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.
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    Intuit

    I think ProConnect Tax Online is better than competitors. As I am new to my career, the only software I have used are ProConnect Tax Online, and Thomson Reuters Ultra Tax. I prefer cloud-based software, but I think Ultra Tax is easier software to learn on. It is easier to learn on because it is form based
    Read full review

    Return on Investment

    Canopy, Inc.

    • 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.
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    Intuit

    • For 2018 taxes, it has had zero positive impact: we spent funds for software that will not produce the same forms that it has produced in the past. Therefore, it negatively effects our income tax preparation for 2018, leaving us to prepare needed forms outside of the software or purchase from a different company.
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