TrustRadius
https://dudodiprj2sv7.cloudfront.net/product-logos/5z/Oc/BW08W03GTLIJ.JPEGCanopy, Inc.Canopy broke our season-to-season work cycle, giving us work all year long2018-09-19T16:22:47.348ZWe use Canopy to tackle multiple aspects of our business. It manages our sales pipeline, tax document collection, work flow through tax preparation, CRM, file sharing, client account management and project management. We also use it to pull tax transcripts and prepare tax resolution letters.,The file sharing is intuitive and works more like a repository of shared files rather than a file delivery system so you have historical documents at a glace. We've been able to eliminate our file server by using the cloud based file system.
Tasks help us delegate work appropriately and manage our projects. It also forces workflows to follow standard operating procedures creating a consistent experience for our clients.
The tax resolution module saves us HOURS of time on the phone with the IRS and creating forms. It's fully automated and does a lot of the work for you, ramping up profitability.,We've found some issues with email logging but support is always on top of it and resolves the issue.
The signature request module does not allow 'not required' fields so my clients can not pick one of three products from a list when signing up for services. This has forced us to keep our electronic signature requests in another system.
Clients are not automatically assigned to the entire team (therefore they don't appear in searches and look like they don't exist to that team member) upon creation unless you dig a bit into your settings (even this has been hit or miss on new client set up).,10,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.,Less Annoying CRM, OneDrive and Salesforce.com,SignNow, Dashlane, Microsoft 365 BusinessMacKenzie CampbellCanopy has our tax practice covered2018-09-24T21:29:10.998ZThe entire organization uses Canopy for CRM, email tracking, task management, and document exchange. It is also crucial to our remote office team to view documents stored securely in the cloud for our clients. Tax preparers use it specifically to request additional documentation needed for preparation and to track progress in an engagement. Our Enrolled Agent uses it for tax resolution information gathering and form completion, and for transcript requests.,The ability to tag clients in the CRM helps create robust mailing campaigns.
The new dashboard feature lets senior management evaluate progress in tasks across the organization.
Secure document sharing is invaluable.,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.,9,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.,Microsoft 365 Business, QuickBooks Online, TSheets, Receipt Bank Practice PlatformCaitlin CampbellCanopy Tax is an All-In-One Software Solution for Keith Jones, CPA TheCPATaxProblemSolver2018-09-24T16:48:48.159ZI use it for almost everything—tax resolution work, of course, but it’s more than tax resolution software. Canopy makes it easy to do all my professional emailing, set automated client reminders, and request and access files, all in the same place. It’s all the stuff you’d expect from a practice management software and then some. Canopy is quickly becoming an all-in-one software for my practice.,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,The practice management function could stand to have more "canned" workflows.,10,It has a tremendous ROI. These things can be hard to quantify exactly, but the easiest example is probably the way Canopy saves me time on tax resolution work.,Practice Ignition, QuickBooks OnlineKeith "Duke" Jones TheCPATaxProblemSolverCanopy is a ghost of it's former self.2018-12-18T16:35:29.520ZWe use Canopy as a client database to keep virtual files. This enables us to work remotely. Over time we have expanded our use to include resolution, transcripts, notices. Virtually everything except practice management.,Good file management
The portal system works well, even for tech challenged clients
The client survey is a fast, painless way to prepare financial statements.,The transcript system is down more than it's up
The portal can be daunting for some users
It is difficult to interface with joint returns,6,The cost-benefit ratio is rapidly becoming negative as more functions are added that don't seem to work very well.,,5,2Lewis HurwitzCanopy - A great little software2018-12-08T16:10:04.972ZIt is being used across our finance and tax departments to make sure we are in compliance with state and federal laws. It also allows a streamlined and organized approach to our business and provides some checks that make our process much more efficient from a reporting and consolidation perspective.,Very good at process control. It's very clear how the data flows from within the software to out of it.
Very streamlined as we have a large team that is able to pick up processes where others have left off.
Really enjoy the reporting aspects. It's crisp, clean, and informative.,Transitions from one screen to the next.
Documentation just takes a little time to get up to speed.
Visual appearance could always be improved.,6,Lower headcount.
Higher 1st-year implementation cost.
More efficient employees.,AvalaraBrandon Samuels
Unspecified
Canopy
10 Ratings
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