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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Visier People
Score8.2 out of 10
Enterprise companies (1,001+ employees)
Visier aims to give organizations a "Workforce AI Edge:" A set of AI-powered capabilities that help leaders understand the relationship between people and work, elevate employee productivity, and win by adapting to change faster. The company offers people analytics, workforce planning, and compensation allocation. All Visier technology is underpinned by its Real-time People Data Platform, which uses AI to unlock the business-transforming potential of people data, work data, and the fusion…
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
Visier People is well-suited for organizations that require the ability to record thorough information on analytics of the company, and to have the change of measuring training's productivity impact. The software isn't well-suited for those who tend to feature a lot of models into the software as the platform doesn't record/support most models, so some data isn't able to be recorded.
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
The database is very complete and detailed, thus being able to enhance a deep analysis of each user.
The Visier dashboard is extremely attractive and friendly, helping staff understand every detail of the analyzes conducted on the company's workforce.
Despite not being a great and complete solution to work with HR within this platform, however, data can be shared to exchange information between the head of each department of the company and HR staff and to speed up the analysis process and determine what to do with a low-performing employee.
It excellently determines the productivity of each employee and also determines risk by monitoring patterns and behavior.
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
Visier is a people analytics tool, so all data points are tied to employees. It can be difficult to analyze data points that aren't tied to employees (e.g., certain job data) since the data is driven by people metrics.
Visier releases updates quarterly. While this cadence does provide room for updates and enhances to be implemented in the tool throughout the year, other software providers operate on a more continuous update schedule.
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 a software with great resources, it increases the possibility that the entire workforce is productive, it gives us quick answers, it is the most powerful workforce analysis software that exists so far.
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
Visier People makes it very easy for all end users to go in and see, pull, or dig in to their data where previously my team would have to pull or schedule a report of the data to each user. It is also very fast in updating charts/analyses when changing or adding filters, which makes the ease of use better. Last, the charts and analyses are very visually appeasing, making users want to use the platform more.
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
Visier can move as quickly or as slowly as the client needs. The topic-by-topic approach separates the project in clear phases and allows for focus on specific data. Depending on the size of the implementation team, implementation could move more rapidly if the subject matter experts are responsible for the individual topic data sets.
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
Visier People has a user-friendly interface and easy-to-use virtualization as compared to other similar tools available in the market. It also provides multiple prebuild templates for HR and workforce analytics which reduces the time and effort required for manual implementation. It can seamlessly be integrated with other ranges of HR and business systems to make it easier for organizations to centralize the workforce and HR data for analysis.
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
In one case, we were able to realize a 25% reduction in turnover in a key job group by leveraging the insights we derived from Visier workforce analytics.
In one case, we were able to identify key turnover trends that would place a business' strategy at risk (due to the fact that turnover was in revenue-generating roles).
In both businesses I've used Visier, we were able to significantly reduce manual reporting (by more than 80%), enabling our data analysts to do more consultative work (vs. query generating work) with HR business partners.
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
