Canopy vs. SAP Document and Reporting Compliance

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 for a single SAP landscape. less well-suited for businesses with a more diverse landscape, or complex/non-standard reporting or e-invoicing needs.

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

• Manages document compliance in a number of regional locations.
• Fairly straightforward to configure.
• Short implementation timeline - supports urgent governance compliance requirements.

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

• Level of detail for reporting between what the statuatory body expects vs what SAP Document and Reporting Compliance provides is different
• Reliance to integrate through other third party vendors

Incentivized

We are not planning on moving away from SAP Document and Reporting Compliance but rather expanding it for other territories.

Incentivized

I gave SAP Document and Reporting Compliance this usability rating because, in my opinion, SAP Document and Reporting Compliance is a State of the art compliance solution and works well in the SAP ecosystem

Incentivized

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

Incentivized

Support at times is slow in finding the right component or processor but once you get the right person you can get help pretty quickly with resolutions. Support will not be there for any customization you may have done/had to do on the product.

Incentivized

Implementation for reporting in general is quite straightforward. Implementation for e-invoicing definitely for new territories is more difficult especially in cases of integration required.

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

Coverage is similar: integration for e-invoicing is simpler for DRC, Edicom, and Pagero, which more fully manage tax authority integration, which is vital for ongoing compliance.

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

• One impact SAP Document and Reporting Compliance has on our organization's overall business objectives is that SAP Document and Reporting Compliance has improved my overall employees performances
• Another impact SAP Document and Reporting Compliance has on our organization's overall business objectives is that SAP Document and Reporting Compliance has elevated the overall fast passed performance

Incentivized