Canopy has come a long way!!!!!
June 01, 2021

Canopy has come a long way!!!!!

Steven R Wik | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Canopy

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.
  • Customer service.
  • All in one database.
  • Cutting edge improvements with customer feedback.
  • Extremely adaptive settings.
  • Add texting into portal communication stream.
  • Increased efficiency.
  • Better client experience.
  • Will see cost savings.

Do you think Canopy delivers good value for the price?

Yes

Are you happy with Canopy's feature set?

Yes

Did Canopy live up to sales and marketing promises?

Yes

Did implementation of Canopy go as expected?

Yes

Would you buy Canopy again?

Yes

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.

Canopy Feature Ratings

Sales and Use Taxes
10
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
10
Geolocation for Tax Assessment
Not Rated
3rd-Party Software Integrations
10
Tax Data Reporting
Not Rated
Compliance Administration Management
10
Tax Exemption Processing
10
Tax Document Management
10
Complex Tax Scenario Management
10