Opiniones de Canopy

Dospy pone todo en su lugar

Comentarios: Me gusta que este en la nuve para la comunicación con mis clientes Me gusta que me mantenga actualizado las fechas la la comunicación y tener seguimiento con los clientes .

Puntos a favor:

Tener una organización en todos los movimientos contables. Para tener a los trabajadores y clientes al tanto de sus obligaciones.

Puntos en contra:

Por los buenos resultados .No tengo malas experiencias.

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

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

Puntos a favor:

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.

Puntos en contra:

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,

Best Software We've Found!

Comentarios: I've had nothing but good experiences with Canopy. The transition and set up was pretty easy, the support has always been helpful, it's easy to use and even our clients have mentioned liking the client portal much more compared to previous software we've used.

Puntos a favor:

It's easy to use and I love that it's continually updated and improved upon. Suggestions are actually considered and implemented which shows that they really care about providing the best product.

Puntos en contra:

I really don't have much to complain about but one thing that would be helpful is being able to automate due dates to avoid weekends or holidays if they're on a semi-monthly schedule.

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

Comentarios: 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.

Puntos a favor:

The software is cloud based and therefore easy to access.

Puntos en contra:

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.

Canopy makes customer management easier by providing a way to organize customer information

Comentarios: Sorry our business is secret.

Puntos a favor:

Improved practice management and time management.

Puntos en contra:

Until Canopy improves that functionality, I still prefer to use Jetpack Workflow to manage my tasks

Canopy is Great for Small- and Mid-size Tax and Bookkeeping Firms

Puntos a favor:

The two features that my firm likes the most in Canopy is the Client Portal and Tax Resolution (IRS transcript delivery service). When purchasing the software, we knew we needed a Client Portal through which clients could exchange documents with us via their smartphone, and we've really liked that feature (being able to brand it as "ours" is a nice touch). What we didn't know - until we used it - was just how much time we save with pulling IRS transcripts through Canopy's Tax Resolution tool versus pulling transcripts through IRS e-services. Once your Form 2848 is on file with the IRS, you can pull every transcript for which you're authorized for a given client with the touch of a button. They download directly from the IRS in PDF format, and with one more button you can save every transcript to the client's file. The time savings is incredible, versus downloading individual transcripts one year and one form at a time.

Puntos en contra:

I personally feel that the e-signature process is a bit clunky, but that's probably just because I don't have much experience with IRS-approved e-signatures (which require knowledge-based authentication). But at least I know that Canopy is compliant with IRS regulations concerning e-signatures!

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

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Where to start

Comentarios: 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!

Puntos a favor:

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.

Puntos en contra:

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.

Best Tax Resolution Software Out There!

Comentarios: Love Canopy and can't imagine doing our jobs without it!! The support staff is outstanding both via chat and calling in. They have been open to new ideas, are positive and almost always help us to solve our problems.

Puntos a favor:

The software is intuitive and easy to use. I'm sure we under utilize it but it works great for our small office. The thing we like best is that it keeps us organized! There are so many great features though including allowing us to be paperless.

Puntos en contra:

I wish we could customize the text in the "Notes" section. We use Notes a lot. Would love to be able to use colored text - red for deadlines, green for amounts due, etc. Also wish we could search the contact list by phone numbers. We often receive incoming calls in which the name listed on the caller ID is not the name of the actual person. Currently, we have to enter the phone number into our cell phone to see if it is someone we have spoken with before or a current client.

Canopy Tax Practice Management Software

Comentarios: My overall experience is positive, the customer support is top notch and the product development team are listening to customer and continuously bring out new and updated enhancements to the software.

Puntos a favor:

The software is fairly easy to use and it is constantly being updated with new features.

Puntos en contra:

There is a lack of good reports around tasks and the software is built to be a little bit generic. We would find it even more useful if there were more features implemented specifically for tracking tax return tasks. I also wish the pricing was less module based. I wish that we could have access to more features for a straight forward monthly per user fee. I also wish that we could only pay for seasonal accounts during the busy months when we have extra help that needs access. Also, it would be nice if Canopy expanded their integrations to more than just contact information. Being able to integrate with other software based on tasks would be amazing.

Put All Of Your Practice Managements Tasks Under This Canopy

Comentarios: My overall experience with Canopy has been extremely positive.

Puntos a favor:

Easy to implement and use. Our clients love it!

Puntos en contra:

The tax organizers are not very robust and cannot be customized.

Love Canopy, worth every penny

Comentarios: Overall wonderful

Puntos a favor:

I love that everything is all in one place. Document storage, document sharing with clients, timer, invoicing, reports, task management, procedures (we use sub-tasks to lay out the steps in a task with notes on how to do each step), transcripts etc. I have recently started to use the letter templates to respond to IRS letters and they make my life so much easier. I also really love the client request feature that automatically reminds my client that I am waiting on something.

Puntos en contra:

Small things, like I can lose track of tasks if I fail to assign them to someone. This could be easily avoided by looking at the task list in its entirety, but I find it most useful on a day to day basis to look at only tasks that belong to me, or only tax returns that need to be done, or only tasks that belong to the bookkeeper etc. I have to remember to occasionally look at all the tasks and then I realize that I missed something. I also find that the software is not as keyboard friendly as I would like, I have to do a lot of clicking to accomplish things.

Canopy Tax

Comentarios: Very good experience. Tech Support has been very helpful. Our clients like the portal too.

Puntos a favor:

Document sharing, obtaining electronic signatures is simple for us and our clients. Communication tab is also very helpful. This feature keeps communications from clients from getting siloed in individual team member's inbox. Being able to share files with clients and their other trusted advisors is also very helpful. Clients like that they can access data on their computer, their phone or their tablet.

Puntos en contra:

Each module has a separate cost. However, to use certain features you have to have a specific module even if we aren't using all the module features. Also, access cannot currently be given to 3rd parties on a file by file and contact basis. Currently, if we allow access to a client and their advisor to the portal, all files that have access turned on in the portal allow all these parties to view. It would be nice if we could pick and choose which client/important contact has access to which folder. For example, a client would have access to all their tax returns, estimates, and source documents. Their financial advisor could have access to only the tax returns.

Game changer

Puntos a favor:

We luckily chose Canopy as our client portal system pre-pandemic. When the shut down occurred, we were ready to continue servicing our clients during this very termultuous time. AS we move forward from the pandemic, our clients have found they like having a single source to share documents virtually. We as a firm continue to develop our skills in Canopy and now use it for engagement letters, tax documents and any communications with our clients

Puntos en contra:

Wish there could be better isolation of reminder emails or emails when a client performs as action.

Perfect Solution for CPAs

Comentarios: Fantastic -- my workflow, project/task management, document retrieval/editing/sharing etc.

Puntos a favor:

Frankly, I purchased Canopy in November of 2019 when I opened up my practice in my home office, and didn't have a full grasp of it as the pandemic hit. 3+ years later - with much of the transition in the last few months - I can't imagine my practice without Canopy. The interface is super user-friendly, there are many options providing the user with a more personalized approach.

Puntos en contra:

Sometimes certain shortcuts aren't available, or the desktop software errors etc. but it's small things and so far I've managed fine; needless to say Canopy is continuously improving so (not a con) once the "Print" or "Save" option directly to Canopy was available and my contacts were set integrated with emails etc. it's been a breeze.

Outstanding software that keeps getting better and better!

Comentarios: It's an excellent client database and portal.

Puntos a favor:

Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Clients love that they have 24/7 access to their files. We have saved on paper and toner costs. Having all our client information in one place is incredibly valuable. Engagements keep you focused on what you need to do and makes things less likely to fall through the cracks. The integration with gmail makes tracking/finding email conversations easy! Absolutely can't imagine not having this software.

Puntos en contra:

There are only a few minor issues that I know Canopy will fix as they learn from their customers. I can make suggestions and I know that they will address these requests in future versions of the software: 1. Mobile Access is not perfect. An app would be great. Some screens just don't show up on my iPhone. 2. Tasks take way too long to create. I think it could be easier to create tasks. 3. Inability to print notes 4. Search engine is limited. It would be better to be able to search for partial names. Currently you need to really know the name of the person you are looking for. I have a business client who I can't search for the name of his business or DBA.

Canopy helps our company stay organized.

Puntos a favor:

Communication tab, organization of tasks.

Puntos en contra:

We would like to be able to integrate ability to update worksheets/ documents in internal files, just like you would in sheets or docs (if you want to edit, you have to do so outside of Canopy and re-upload. We would like to be able to quote in the system.

Constant Improvements

Comentarios: Canopy is very useful as it is, but this company seems dead set on always improving its operation & structure. At least monthly, I get an opportunity to view what is new on Canopy and what they are working on next. I can keep my finger on the pulse of my clients so I can quickly respond to their expectations.

Puntos a favor:

When my client's upload documents to the portal, Canopy lists that activity, I click on it, and I am able to take action on it right away.

Puntos en contra:

I would like to be able to adjust the timekeeper when I start it or while it is running.

Great software - even for those in a solo practice.

Comentarios: I have tired other softwares and this one has been a great fit and easy to adopt.

Puntos a favor:

The document storage and communication tools.

Puntos en contra:

A little pricey for all the bells and whistles.

Canopy

Comentarios: Best Software compared ot its Peers.

Puntos a favor:

This Software makes my Firm efficient and I cannot see running my practice without this software.

Puntos en contra:

Software has trouble reading some MAC Files.

Great, easy and convenient for all of our needs.

Comentarios: Awesome

Puntos a favor:

File sharing and ease of uploading from anywhere.

Puntos en contra:

Time tracker is my least favorite as it's hard to remember to turn it off sometimes.

A CPA for Canopy

Comentarios: My office staff handles the mechanics - however I have been very pleased with the product and our ability to use during the tax season

Puntos a favor:

Even my over 80 year old clients were able to 'start up' their online account and download/view/E-Sign their returns without much assistance from my office. It was that easy for them! AND a very small percentage of clients (less then 5%) had difficulty

Puntos en contra:

You have many features we have not implemented. Time is of the essence any classes you offer during the tax season are difficult to attend. I guess more communication regarding all the product abilities.

Best Project Management Software

Comentarios: I absolutely love this software! I could not do my day to day without it. I use it for tracking my bookkeeping, corporate compliance tracking, tax return management, e-signatures, task management, emails, calendar, and fed and state forms.

Puntos a favor:

I love the project management aspect and the all of the templates. Recurring task and notifications. Email capability.

Puntos en contra:

I would love to see templates for e-signature email notifications, ability to turn on and off different payment methods

Canopy is Great

Comentarios: very satisfied as this has added a lot of value to our company very quickly.

Puntos a favor:

Document storage and sharing is easy as clicking on button. clients being able to pay online and having the ability to track time and easily add it to an invoice is very important to us.

Puntos en contra:

There are a lot of features that could be added to make the software much better for us and working with the support team they say that features will be added however its been over a year an none of the features we need have been added. fingers crossed.

Canopy - Firm Saving

Comentarios: Love Canopy! Decreases the time I am spending on administrative task.

Puntos a favor:

Canopy allowed us to flex during the pandemic by offering our clients an easy client portal to use. The clients were able to share their documents for tax preparation. Our firm was then able to upload tax returns for their review. And the e-sign function for the 8879 was amazing. My favorite part is the transcript function to pull clients data from IRS. The transcript report package a professional document to provide to the client that is branded to our firm.

Puntos en contra:

Haven't discovered any cons with the package. They seem to always be one step ahead of my needs.