Likelihood to Recommend 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.
Read full review SAP S/4HANA Cloud leverages an in-memory database, allowing for real-time data processing and analytics. This enables organizations to make informed decisions based on up-to-the-minute information S/4HANA Cloud integrates various business modules, including finance, procurement, sales, manufacturing, and supply chain. This integration facilitates seamless data flow across different functional areas
Read full review Pros 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 Keith Jones I am a CPA Specializing in IRS Tax Resolution and Small Business Accounting Automation & Tax Plannin
Read full review Complete production cycle, right from planning to final product manufacturing. Keeping all documents in one place, with ability to upload important stuff against the particular entries. Maintain trail of any changes made to data, validations at the right places and methodological working of each process Read full review Cons 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. Read full review The complex integration we have with ERPs make it difficult to move or upgrade to SAP S4 HANA. Reimplementing all integrations and not impact business is a challenge Requires a lot of tedious testing so that no role or function is impacted Very time consuming to implement or upgrade. For large corporations it would take years to slowly migrate to S4HANA Read full review Likelihood to Renew The cost of SAP as an ERP is quite high and the switching costs associated with ERP systems are even higher. That being said moving from one ERP to another only happens once in a great while for large organizations. Those switching costs include retraining, IT hardware requirements, outside consultants and more
Read full review Usability Modern User Interface:
The system features a contemporary and visually appealing interface, promoting a more engaging user experience.
Role-Based Access:
Users access role-specific dashboards and functionalities, ensuring a personalized experience tailored to their responsibilities.
Intuitive Navigation:
Streamlined menus and navigation paths contribute to an intuitive user experience, reducing the learning curve for new users.
Responsive Design:
The platform is designed to be responsive across various devices, allowing users to access information and perform tasks on desktops, tablets, or mobile devices
Read full review Support Rating We had to contact the company many times because of the problems we were encountering. They were not helpful in any way
Read full review The technical support received by the ITT design teams and OS implementation team has been very useful in ensuring that the SAP ERP is well-tailored to our company's specific needs and operations. This coupled with the training materials, business process maps, and concept demos (sand-box demos) makes adoption easy on end-users.
Read full review Implementation Rating Implementation was as expected. We had minor issues with our Z* transactions, but nothing special. Some tables were extended and needed regeneration. Overall satisfactions is good.
Read full review Alternatives Considered 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.
Read full review In our quest for an ERP solution, we evaluated alternatives such as Oracle ERP Cloud and Microsoft Dynamics 365. However, SAP S/4HANA Cloud's reputation for advanced analytics, scalability, and seamless integration with other SAP solutions made it the natural choice for our organization's digital journey.
Read full review Return on Investment 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. Read full review Cost Savings and Lower Total Cost of Ownership (TCO): While the initial implementation costs might be significant, the centralized data management and automation features can lead to cost savings over time. This might be achieved through reduced manual labor, better inventory control, optimized procurement processes, and streamlined operations, resulting in a lower TCO. Better Visibility and Compliance: The system's ability to offer comprehensive data visibility can enhance compliance efforts, mitigating risks and ensuring adherence to regulatory requirements. This can lead to reduced fines or penalties related to non-compliance issues. Read full review ScreenShots SAP S/4HANA Cloud Screenshots