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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We360.ai
Score9.6 out of 10
Small Businesses (1-50 employees)
We360.ai is an Employee engagement tool for business leaders and managers to boost their employee productivity and engagement in their organizations by providing factual workspace analytics to make better and well informed decisions. Hosted on AWS cloud , where data is encrypted. The vendor states We360.ai can help users increase employee productivity by as much as 25%. The tool aims to make organization more transparent and agile, and is free for 7 days, no credit card…
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
During the pandemic, employees were working from home and we were having trouble assessing their performance and contribution that time. When we implimented We360.ai, this problem solved instantaneously. Employees also felt that their hardwork was being recognized and appreciated by their seniors.
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
It has many Monitoring and productivity accessing features that are flawless for boosting the performance of the employees. One can have Top and bottom Users.
On a Dashboard Present Day Attendance, Current and Previous Activity trend in a graphical format is available. In-App Usage Section you have the analysis of employee platform usage. Even with the latest snapshots.
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
If We360.ai could incorporate a feature of Payroll, then it would be a great consolation to the employers. As the Dashboard already has leave management and Attendance system, it would be helpful if the payroll process is also included in the platform.
It would be really wonderful if We360.ai had a feature that allows me to send text messages or custom notifications to an individual. That would make the tool a complete productivity enhancement, employee monitoring, and workplace collaboration tool.
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
Since some of my employees were working in international timings , We360.ai helped me implement it completely , they even had late shits and worked overtime but ultimately helped me get the product live in 2 days! Huge respect
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
We360.ai has enabled us to track and enhance the productivity of the workplace. We360.ai have a list of features that allowed us to drive operational and management task efficiently. With features like Activity logs, Application Usage one can track the ongoing activity of the employees. With the help of We360.ai, we are able to handle the Tasks and Projects efficiently. The Health 360 helped us to maintain a healthy and productive workplace. With its insights, we are able to allocate the task efficiently. Thus creating proper balance in the team.
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
