Was ist Canopy?

Canopy erstellt Steuersoftwareprodukte mit einem Zweck: um dir das Leben zu erleichtern. Practice Management erhöht deine Workflow-Effizienz und verbessert die Kundenbeziehungen mit einem Kundenportal und einem fortschrittlichen Projektmanagement. Tax Resolution spart dir mit automatisch ausgefüllten Steuerformularen und Fallergebnisassistenten sehr viel Zeit ein. Mit dem Transkript-Tool von Canopy kannst du Steuertranskripte in nur zwei Minuten abrufen. Hole dir die kostenlose Testversion. Es ist keine Kreditkarte erforderlich.

Wer verwendet Canopy?

Steuerprofis, Buchhalter, Steueranwälte, Makler

Wo kann Canopy bereitgestellt werden?

Cloud, SaaS, webbasiert, Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil)

Über den Anbieter

  • Canopy
  • Ansässig in Lehi, USA
  • 2013 gegründet
  • Telefon-Support
  • 24/7 Live-Support
  • Chat

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Über den Anbieter

  • Canopy
  • Ansässig in Lehi, USA
  • 2013 gegründet
  • Telefon-Support
  • 24/7 Live-Support
  • Chat

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Canopy – Videos und Bilder

Canopy Software - 1
Canopy Software - 2
Canopy Software - 3
Canopy Software - 4
Canopy Software - 5
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Videos zu Canopy
Canopy Software - 1
Canopy Software - 2
Canopy Software - 3
Canopy Software - 4
Canopy Software - 5

Kosten ähnlicher Produkte wie Canopy vergleichen

24,00 $/Monat
Kostenlose Version
Gratis Testen
50,00 $/Monat
Kostenlose Version
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75,00 $/Monat
Kostenlose Version
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36,00 $/Monat
Kostenlose Version
Gratis Testen

Canopy Funktionen

  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Alarmfunktion / Benachrichtigungen
  • Anpassbare Felder
  • Anpassbare Rechnungen
  • Anpassbare Vorlagen
  • Archivierung & Aufbewahrung
  • Aufgabenmanagement
  • Berichterstattung / Analyse
  • Berichterstattung / Projektverfolgung
  • Berichterstattung und Statistik
  • Buchhaltung
  • CRM
  • Compliance Management
  • Compliance-Verfolgung
  • Dateikonvertierung
  • Daten-Import / -Export
  • Document Capture
  • Dokumentenerstellung
  • Dokumentenklassifizierung
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Drittanbieter-Integration
  • E-Mail-Management
  • Echtzeit-Daten
  • Filesharing
  • Finanzberichterstattung
  • Finanzmanagement
  • Forderungen
  • Fortschrittsverfolgung in Prozent
  • Fälligkeits-Tracking
  • Für Buchhalter
  • Genehmigungs-Workflow
  • Integration in die Buchhaltung
  • Kontakt-Datenbank
  • Kostenverfolgung
  • Kundenmanagement
  • Kundenportal
  • Kundenspezifisches Branding
  • Lohn- und Gehaltslisten-Management
  • Meeting-Management
  • Mobile Zahlungen
  • Online-Abrechnung
  • Online-Zahlungen
  • Projektbuchhaltung
  • Projektmanagement
  • Projektplanung/Terminierung
  • Rechnungserstellung
  • Rechnungshistorie
  • Rechnungsverarbeitung
  • Remote-Support
  • Remote-Zugriff/-Kontrolle
  • Ressourcenmanagement
  • Verfolgung der Kosten bis zur Fertigstellung
  • Versionskontrolle
  • Volltextsuche
  • Werkzeuge zur Zusammenarbeit
  • Workflow-Management
  • Zahlungsabwicklung
  • Zeit & Kosten Verfolgung
  • Zeitverfolgung
  • Zugriffskontrollen / Berechtigungen

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Bewertungen über Canopy

Durchschnittliche Bewertung

Gesamt
4,5
Benutzerfreundlichkeit
4,5
Kundenservice
4,4
Funktionen
4,3
Preis-Leistungs-Verhältnis
4,1

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
66%
4
27%
3
3%
2
2%
1
3%
Danny N.
Danny N.
Owner in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Canopy takes the headaches out of client management by offering a way to keep client info organized.

5 vor 4 Jahren

Kommentare: Improved practice management and time management. As well as a simple way for clients to securely share their files with me.

Vorteile:

That all client info, files, communication, notes, and tasks are in one application. It has helped eliminate the need to jump around from application to application to find the info I need to manage all my clients accounts.

Nachteile:

The task feature can use some updates in simplification and added features. I still prefer Jetpack Workflow to help manage my tasks until Canopy improves this feature. I also get frustrated that there isn't a way to simply email a file stored in Canopy to a client that maybe isn't using the portal feature, rather than downloading and adding to an email as an atachment,

Juventino G.
Juventino G.
Owner in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Good software with strong features and lots of promise at a pricey point.

4 vor 6 Monaten

Kommentare: My overall experience with Canopy has been a good one thus far. Even though I bitch about the cost l, I continue to stay because of the ease of use, simplicity for my clients, and automation I’ve created within my tech stack.

Vorteile:

The best feature is the client portal and mobile app. It has been a business transformation blessing from way before COVID was ever a thing. I remember way back in 2017 when the mobile app was nearly launching how it revolutionized the way my clients do business with me. This is what has kept me on Canopy in spite of the price hikes.

Nachteile:

Canopy recently has changed their pricing model and I don’t like it because it increases the barriers to tax professional adoption. There are other titles out there who bring good feature sets and a much lower price point and has given me reason to start shopping elsewhere. What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my clients that I virtually moved virtual offices, and avoiding the headaches of all the client questions that would ensue.

Dustin J.
Dustin J.
District Manager in USA
Verifizierter Nutzer auf LinkedIn
Konsumgüter, 501-1.000 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Customer Service is Terribly - This Company is too new to meet deadlines

3 vor 2 Jahren

Kommentare: Purchased a license in order to use their Tax Prep software (NOT the tax management software - ability to track clients and manage the funnel of taxes). Was told everything would be ready in time, and I ensured they knew I was only buying now because the Tax Prep software was going to finally be ready. (They told me 4 different dates for when this would be ready as I've been working with their sales for 2 years, waiting for them to get things together). Jumped in and decided to make them our company for our tax prep business, and everything went wrong. Salesperson we worked with had quit, implementation team was slow, and then I got off the phone with a support person who casually mentioned that the tax software was tossed out for this year. We had no clue, completely SOL as we have 4 weeks until tax season started and had to rush to find another company. All done without an apology, just "oh that's funny, I thought everyone knew that we couldn't get the software ready", even though we were assured that it would be - for a quick sale I imagine. Lots of back and forth with different support team members. We had been paying for two months and getting everything switched to their platform - which took an enormous amount of time and effort from our people, just to be told they won't have it ready for us and we will not receive a refund. I told the support manager before about this review being posted and was told I "might get a call back" for help.

Vorteile:

The software is cloud based and therefore easy to access.

Nachteile:

The company consistantly made promises that they were unable to uphold. Pushbacks on product releases that we desperately needed, and no refund for their mistakes. Not the company you want to go with when you need something dependable. They're a tax company which makes it even more absurd that they mess around with deadlines.

Alison R.
CEO in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Where to start

4 vor 6 Monaten

Kommentare: There are other options out there and I could easily stick w sharefile. However I wanted to up my game and show my clients a better higher tech experience. As you know, solopreneurs have a hard time competing w the small to middle size firms. Seems like you need to up your game or at least let me know about your game!

Vorteile:

Clients like the portal. It has helped improve the perception that my firm cares about their info. It also feels very organized. It is easy to set up a portal.

Nachteile:

Yegads, what to me seems like obvious items, the organizer doesn’t roll over from prior year to current year. Your current solution is for me to set up customer accounts for each member of a family unit. This seems dumb and a waste of accounts, my and my team’s time, my money and the client perception and experience. If i as a customer was asked by my firm to re enter all prior year into, I would be beyond annoyed. I would wonder what kind of high tech experience Alison isn’t offering me. As a customer, I would also be less inclined to complete it because It is a waste of my time. Your customer service and training library aren’t helpful. Since it is very self serve, I have no idea what to look for in terms of better ways to use canopy because I don’t know what I don’t know. You let us all know at the innovation summit about the 100 new features you have rolled out. My admin and I were dumbfounded to learn this. How did we not know About the cool ways you are trying to make my life better? Do you offer monthly training or “ask me anything” webinars that don’t require me to pay extra or upgrade to a higher level. If you do, why don’t I know about them? If you don’t, why don’t you? It seems like you would help me have a better experience with the software and keep me as a recurring customer. Also, it is hard as nails to get requests followed up on. Customer service isn’t great.

Nicole H.
Manager/Owner in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Review of Canopy - 1 month in

5 vor 6 Monaten

Kommentare: I like Canopy and I'll continue to use it. I'm glad I'm working on the conversion in November rather than Feb/March. I expect to have everything perfect by the chaos of tax season.

Vorteile:

I love the portal and the client/entity set up. I love that everything related to my workflow is in Canopy (except the tax return). It's very nice to have everything in one system.

Nachteile:

The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. There are issues when duplicate clients are created and you merge them. If the client was already linked in Canopy, that link is broken and I don't know how to recreate it. I hear that a function to sync specific clients in Canopy is coming soon and that should resolve my issue. I haven't been able to pull a transcript yet. I keep getting "Pull Failed". I'm not sure if this in an IRS issue or Canopy. Hopefully this can be resolved soon.