Canopy vs. Taxify, by Sovos

For accurate and remarkable accounting processes, Canopy is the program to embrace. One, it has the project accounting details where every resource has a detailed accounting feature. Again, matters on taxation and state compliance are professionally handled by Canopy. The tracking of the due dates for finishing a given operation is an incredible step.

Incentivized

I would not recommend this software/solution. For the price they quote, I would look into other solutions as their software never fully supported our business and the filings were incorrect for years without resolution from customer serv. Their Resale Cert platform also lacked credibility- I suggest, look into other solutions to better support your filings.

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

• veratax download
• ticket system is average
• average communication from rep via email

Incentivized

• Canopy's time tracking feature is hard to get valuable data from without the pro version.
• Canopy's dashboard for the workflow management could be better by providing a filter option of "Show me projects I'm assigned to and on which I am assigned to the current open workstep."
• Canopy's training on the product could be better.

• in my opinion, customer service could improve
• in my opinion, implementation could be better to ensure accurate reporting
• in my opinion, better rep support and pricing for smaller term contracts

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 is a hyper-CRM that does more than just track client interaction. It also does filing sharing in a way that's relevant to the client and constantly drives to client back to interacting with our firm.

Incentivized

We picked Taxify, by Sovos based on original contract price- would not recommend this as well as (with all the issues we have been experiencing) would rather spend the money and time on Avalara. When we asked for a 1 yr contract to limp along for the year, the price was quoted for about $70K which was triple our original agreement.

Incentivized

• Canopy has allowed us to reduce our dependence on an administrative assistant to communicate with our clients effectively through the document request feature in an engagement. It has a reminder system built in which frees our time.
• The storage provided is robust enough that we have been able to eliminate our file server. We store all our client information in their individual record. Making some files visible to the client and and some not visible allows us to work remotely more effectively and not deal with problems with VPN over hotel networks.
• Canopy combines multiple products into one platform that is seamless and consistent. It has helped us eliminate multiple programs used previously to complete these functions.

Incentivized

• manual work to get accurate info- increase in manpower & time for accurate submissions
• increase in time w. rep to fix or address issues without resolution

Incentivized