Canopy

Canopy

von Canopy

Wer nutzt diese Software?

Tax Professionals, Accountants, Tax Attorneys, Enrolled Agents

Durchschnittliche Bewertung

91 Bewertungen
  • Gesamt 4.5/5
  • Benutzerfreundlichkeit 4.4/5
  • Kundenservice 4.5/5
  • Funktionen 4.3/5
  • Preis-Leistungs-Verhältnis 4.2/5

Produktinformationen

  • Startpreis 99,00 $/Monat
  • Kostenlose Version Ja
  • Gratis Testen Ja
  • Einsatz Cloud, SaaS, Web
  • Training Live Online
  • Kundenbetreuung 24/7 (Live Vertreter)
    Online

Angaben zum Hersteller

  • Canopy
  • https://www.canopytax.com/
  • Gegründet 2013

Über Canopy

Canopy creates tax software products with one purpose: to make tax life easier. Practice Management increases your workflow efficiency while improving client relationships with a client portal and advanced project management. Tax Resolution saves you hours on every case with auto-populated IRS forms and case outcome assistants. Canopys Transcripts Tool allows you to pull IRS transcripts in as little as two minutes. Take it for a test drive with a free trial (no credit card required).

Canopy Funktionen

  • Abrechnung & Rechnungsstellung
  • Dokumentenmanagement
  • Fälligkeits-Tracking
  • Kontrolle des Genehmigungsprozesses
  • Kundenmanagement
  • Kundenportal
  • Steuererklärungen
  • Steuererklärungs-Formular
  • Szenarioplanung
  • Workflow-Management

Die hilfreichsten Reviews für Canopy

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

Bewertet am 27.4.2018
Danny N.
Owner
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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,

I have had an outstanding experience with Canopy!

Bewertet am 30.5.2018
Elisabeth G.
CEO
Buchhaltung, Selbstständig
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Client satisfaction, reliable (and hopefully secure!) file-sharing. Potential to have a more efficient tax practice. I feel like i didn't have time to dive in to all feature fully during tax season, but hope to spend some time this Fall tinkering with the software.

Vorteile: Helping me organize the data and correspondence of 200+ tax clients. I got hooked by the fact that it keeps copies of all my email correspondence. But the biggest surprise was all the positive feedback I received from my clients about how easy it was to use, especially the file uploading. I had a previous product that was a complete nightmare. Around 40% of the clients who tried using it were unable to. Working on taxes brings up a lot of anxiety in people so anything I can do to make the experience smoother goes a long way. Having a reliable, user-friendly product to offer my clients feels GREAT!

Nachteile: Annual subscription fee that will likely increase as the product is continually enhanced. It's also a little hard to organize the accounts of married couples. They file a joint return so in many respects only need one account. But I like to correspond with both spouses and I haven't figured out a way to do that within one account. If I made one spouse's account inactive, it also deactivates their email address so I'm unable to correspond with them.

I have had a good experience using Canopy. The website functionality has been very good.

Bewertet am 5.4.2018
Mckinley J.
Managing Member
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis

Vorteile: I like the ability to produce documents that are ready to deliver to clients or the IRS once I have completed the required forms. Additionally, I like the ability to make changes without having to reproduce documents. The link that can be sent directly to clients for data input has been very helpful. Having tax transcripts that are readily accessible on my desktop is a very important feature.

Nachteile: I think that the software should include a feature that will allow you download transcripts overnight. I think the software would be enhanced if some of the additional features that follow are included in the software: Case Diagnostics, Fee Calculator, Searchable IRS Manual and IRS Contact List. It would be very helpful if other users within the same office could utilize Canopy at some add on rate or multiple user environment. Some of the tax resolution practitioners are part of small office environments. It would be good to have a product that could better fit the needs of the smaller office environments. T

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

Bewertet am 2.1.2020
Dustin J.
District Manager
Konsumgüter, 501-1.000 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
3/5
Gesamt
3/5
Benutzerfreundlichkeit
1/5
Eigenschaften & Funktionalitäten
1/5
Kundenbetreuung
1/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Great Product! Such a Time Saver!

Bewertet am 7.8.2019
Lauren J.
CPA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Love it! I would recommend it to anyone who regularly deals with IRS transcripts! Has saved us so much time!

Vorteile: Pulling IRS transcripts using this software is a dream. When you get transcripts through the IRS website you have to pull them one at a time, and if they aren't ready yet you have to repeat this process everyday. With Canopy, you enter the taxpayer's information and then all you have to do to refresh the information is click the refresh button. So much easier to use! Plus you can setup multiple client at one time and let the software run in the background until it has checked them all with the IRS, meanwhile you can move on to other work.

Nachteile: It would be easier if you didn't have to reestablish the link to the IRS everyday, and wait for the IRS code to come through. However, for security reason I understand why this is necessary.

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