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.
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Rippling HCM
Score8.9 out of 10
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Rippling HR is a human resources platform for managing employee records, onboarding, benefits, time and attendance, compliance, and other core people operations in one system. It serves as the HR layer of the broader Rippling platform, giving companies a central place to manage the employee lifecycle while connecting HR data to payroll, IT, and finance workflows when needed.
$8
per month per user
Pricing
Canopy Practice Management
Rippling HCM
Editions & Modules
No answers on this topic
Recommended
$8.00
starting price per user, per month
Offerings
Pricing Offerings
Canopy Practice Management
Rippling HCM
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
For additional pricing details visit the Rippling pricing page.
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
When I first started my new job, it was an additional one on top of a day job I already had. I didn't have time to waste between getting home and starting this new night job, so the first thing that I found was that I was blown away at how quickly and easily I could log in and start. When starting a new job, I didn't need the added stress of learning another app/portal when I had more important things to learn. I am really grateful for those 2 factors alone. Once I got more familiar with the portal, I was able to search around a bit and found some great features that have just enriched the experience even more...no training needed.
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
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
The overall look and feel of Rippling is dated; it looks like it's straight out of the 00's.
The could be more functionality in the LMS, expanded features, more options, it works, and it's basic, but it could be really great with a few added features.
The shift from using people's personal email to log in to their work email, not everyone wants to use their personal information to log into a work system.
I've been fully impressed with the tool so far in my 6 months of being a daily user. It's rare to run into an issue that can't be solved. Customer service is quick to respond and are usually very helpful. The price is great for the upgrade we got from our past tool. We hit our ROI within the first month.
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 is easy to use. It has an option to favorite commonly used functions, such as timekeeping and payroll. The app is easily accessible and easy to use, thanks to a quick-use option. This can be managed remotely and is great for all things HR for a company employee.
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
I like that the availability in using Rippling at any given time is useful to me. Getting on the site freely when I need gives me security of knowing that I can be in control of viewing health insurance and hours information. I have yet to get any errors in using the Rippling app.
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
Rippling's performance has been great, no errors or glitches yet so far. I am confident that Going from one page to the next and all its complexity usage does not lag or times out, it works effectively and efficiently. While using Rippling and other apps it does not tend to slow it down, works great. No complaints.
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
I have contacted support one time, and I was assisted by the Artificial Intelligence bot. Not only did it help with my inquiry, but it also went the extra mile by suggesting other options. I was looking for a feature I could not find, and it was very helpful. It would be nice also to chat with an actual person.
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's really easy to implement in comparison to other tools or applications. Different key points are easily configured and implemented as per need, having different configurations in systems. Implementation is something which binds the different parameters of an organization in a single row. Implementation of rippling is much easier, quicker, and error free than any other software. I recommend it strongly!
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
Rippling has a much more modern, user-friendly approach, and it continues to build out their product suite to help create a seamlessly integrated eco-system. BambooHR is also more modern, but doesn't seem to have the broad product suite that Rippling is pursuing. UKG felt so disconnected and archaic to work with... quite painful, actually. I really like that Rippling has been extremely supportive with the onboarding process, ensuring that you work with various members of their implementation team to get things up and running which leads to a better experience and quicker ROI.
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
I can go on here and see all my hours and pto plus health benefits. I like to have the work handbook handy to refer to legal things. How to work my role within it's limits. Being able to put in my hours and view when they are approved is a huge benefit for me.
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
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
