Canopy Reviews and Ratings

Use Cases and Deployment Scope

we use it as our workflow management tool, time tracking tool, secure portal and CRM tool.

Likelihood to Recommend

Canopy can be a competitively priced product. When a client has a tax software that doesn't have other modules needed for the firm Canopy can be helpful. I would say for someone who wants all the tools available, CCH Axcess is still better.

Use Cases and Deployment Scope

Canopy is one of our accounting solutions that deal with taxation, cost analysis, billing, CRM, and others. Specifically, Canopy deals with investors where there is order and purchase management to get the right product with the best market value. Furthermore, Canopy fosters project accounting, which controls the efforts and the resources utilized. Canopy has the tax forms and supports the filing of the taxes online for companies.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

Our entire staff utilizes Canopy on a daily basis. It's used to manage workflows, share documents within the company AND with clients, collect signatures and payments. We also use it as our virtual filing cabinet. It's great.

Likelihood to Recommend

Canopy can handle supporting your tax firm from start to finish.

Use Cases and Deployment Scope

I had Canopy initially implement specifically in the tax department to manage my tax resolution clients but during the initial 12 month subscription, we determined it would be a useful customer relationship solution so it was rolled out to the accounting & bookkeeping area.

Canopy delivered a single source platform to manage the entire client relationship. We used it to collaborate amongst team members, store critical client documents and create IRS forms to submit. I also was impressed with the transcript delivery tool.

Likelihood to Recommend

Great interface

Singular database for all tax data

Transcript interface is great

Use Cases and Deployment Scope

Canopy is our one-stop for our entire company. We have one place to keep client files, communication streams, workflow and tasks along with billing and time tracking. We were working out of various spreadsheets and internal hard drive with client data. Now we have cloud access all to one place.

Likelihood to Recommend

Really has features that are usable across many applications. Any form one benefit even if they used half of what is available. And if they don't have it just ask. They are open to development opportunities and are always working on updates and polling and testing as things roll out.

Use Cases and Deployment Scope

We are using Canopy to respond to IRS letters and to obtain transcripts from the IRS.

Likelihood to Recommend

Canopy is good for expediting IRS responses. It is not helpful for getting transcripts or power of attorney forms.

Use Cases and Deployment Scope

We 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.

Likelihood to Recommend

It is well suited for the small office that needs remote access.

It wouldn't work well for a solo practitioner.

Over time it's performance has degraded to the point where we are actively seeking alternatives to some of the modules.

Use Cases and Deployment Scope

It 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.

Likelihood to Recommend

<p>Great for end-to end-reporting across tax compliance groups. Doesn't really handle large groups very well.</p><p>Could really use a more simplified approach for C-suite presentations.</p><p>It's really great at transitioning jobs from one user to the next. Although a simple email to let the user know could be very useful.</p>

Use Cases and Deployment Scope

The 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.

Likelihood to Recommend

Canopy is well suited for an office that has multiple people working on single projects. It is expensive, and offices without strong procedures will not benefit; rather it may seem like Canopy creates work.

Use Cases and Deployment Scope

I have a very small business, just myself and one other employee. We use Canopy for all tax compliance cases, even as minor as just responding to notices. It helps us streamline the process of tax compliance cases, from getting clients to sign the engagement, all the way to the completion and payment. It helps with communicating with clients, requesting information and storing documents securely for both our team and clients to see.

Likelihood to Recommend

Well suited for anyone working on any type of tax compliance issues for clients regularly. Due to it's cost, I'd say it's less appropriate if you are only helping clients with tax notices every now and then and possibly doing Payment Agreements every once in a while.