Canopy has our tax practice covered
September 24, 2018

Canopy has our tax practice covered

Caitlin Campbell | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Canopy

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.
  • 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.
  • 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.
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.