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Canopy broke our season-to-season work cycle, giving us work all year long
September 19, 2018

Canopy broke our season-to-season work cycle, giving us work all year long

MacKenzie Campbell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Canopy

We 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sharing is intuitive and works more like a repository of shared files rather than a file delivery system so you have historical documents at a glace.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).
  • 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.
Canopy is a hyper-CRM that does more than just track client interaction. It also does filing sharing in a way that's relevant to the client and constantly drives to client back to interacting with our firm.
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.