15 años ayudando a las empresas españolas
a elegir el mejor software

¿Qué es Canopy?

Canopy crea productos de software de impuestos con un propósito: facilitar la vida fiscal. Practice Management aumenta la eficiencia de tu flujo de trabajo al tiempo que mejora las relaciones con los clientes mediante un portal de clientes y la gestión avanzada de proyectos. Tax Resolution te ahorra horas en cada caso con formularios del IRS (servicio de impuestos internos de EE. UU.) rellenados automáticamente y asistentes de resultados de casos. La herramienta Transcripts de Canopy te permite extraer transcripciones del IRS en tan solo dos minutos. Conócelo con una prueba gratis (no se requiere tarjeta de crédito).

¿Quién usa Canopy?

Profesionales fiscales, contables, abogados fiscales, agentes inscritos.

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¿Tienes dudas sobre Canopy? Compara con una alternativa popular

Canopy

Canopy

4,5 (221)
40,00 US$
mes
Versión gratuita
Prueba gratuita
131
15
4,5 (221)
4,2 (221)
4,4 (221)
VS.
Precio inicial
Opciones de precios
Funcionalidades
Integraciones
Facilidad de uso
Relación calidad-precio
Atención al cliente
No se han encontrado precios
Versión gratuita
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194
26
4,0 (18.236)
4,0 (18.236)
4,1 (18.236)
Las barras de puntuación verdes muestran el producto ganador en función de la puntuación media y el número de opiniones.

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Opiniones de Canopy

Evaluación media

General
4,5
Facilidad de uso
4,5
Atención al cliente
4,4
Funcionalidades
4,3
Relación calidad-precio
4,2

Opiniones por tamaño de empresa (empleados)

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

Encontrar opiniones por puntuación

5
66%
4
27%
3
2%
2
2%
1
3%
Walter Wilson
Selección en Colombia
Bibliotecas, Trabajador autónomo
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Dospy pone todo en su lugar

5,0 hace 11 meses

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.

Steven R
Steven R
Director of Business Engagement en EE. UU.
Usuario de Linkedin verificado
Contabilidad, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas previamente:

"The future is now!"

5,0 hace 3 años

Comentarios: Saves us time with client and task tracking. No more chasing spreadsheets and lists.

Puntos a favor:

Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files. Endless opportunities due to constant upgrades and add-ons. We are currently migrating our entire firm onto the platform and utilizing the client portal feature to exchange information and save on printing, customer requests and storage options. Most impressive is their constant interaction asking how they can improve and getting feedback on new features.

Puntos en contra:

I really don't have any dislikes, and if something is a little clunky with a layout or usability they are usually upgrading or fixing it. I'm excited to see tax software so I guess I dislike not having it? The tax software would plug another hole and add well to the transcript and tax form resolution features.

Juventino
Juventino
Owner en EE. UU.
Usuario de Linkedin verificado
Contabilidad, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

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

4,0 hace 2 años

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.

Dustin
Dustin
District Manager en EE. UU.
Usuario de Linkedin verificado
Bienes de consumo, 501-1.000 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

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

3,0 hace 4 años

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.

Erica
Payroll Manager en EE. UU.
Contabilidad, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas previamente:

Best Software We've Found!

5,0 el año pasado

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.