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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TribeHR (discontinued)
Score6 out of 10
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TribeHR was acquired by Netsuite in 2013. It has since been discontinued.
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
I think it's great for small companies to manage their basic HR functions if they do not have a dedicated department. I'm unsure of the capabilities it holds for a large company with multiple teams to organize and how the calendaring functions across departments. But, for our team of roughly 20 folks it is simple and straightforward.
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
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
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
I would like even more capabilities, but I think that has to do with how we are using the site.
I would like to receive email notifications once a week with a summary of activity in TribeHR, including time-off scheduled by my team and any new documents or information that has been added.
I'd like reminders if I am going to go over my time off that is allotted to carry over into the new year and other pertinent vacation, floating holiday, sick time notifications.
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
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
We evaluated Greenhouse but went with net suite because we were already using some of the other NetSuite. Greenhouse seemed a bit easier to use. The others were a bit too small, didn't have the stretch to scale.
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
As I stated it has alleviated numerous back and forth emails with our CFO (who is only available PT) and CEO (who is often too busy to spend time on HR functions) - this has allowed for easy answers to basic HR questions.
It has allowed us to track all employee time-off in one place, saving us time from checking each individual Outlook calendar for scheduling purposes.
It has allowed us to direct all employees to one place for core HR documents and information, ensuring that folks are always getting the same answers to their inquiries.
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
