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.

Contras:

Por los buenos resultados .No tengo malas experiencias.

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.

Contras:

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

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.

Contras:

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.

Terrible!

Comentarios: Disliked. Empty promises. Tried multiple times to cancel my subscription, without success. I would never recommend this company and its software to anyone. Taxdome would be my starting suggestion, or just about anything else.

Puntos a favor:

The whole "pull transcripts" thing used to be a draw, but it's really not that unique once you've been in the tax business. It doesn't take that much work to pull transcripts and figure out what's going on with them the 'old-fashioned way'.

Contras:

Terrible support. Refusal to update and improve software even with known bugs and issues. Not compatible with all screen sizes and they make you do workarounds. Broken buttons/links inside the user navigation. Can't refund through the app.

A fit for my business and my Clients

Comentarios: Canopy allows me peace of mind when working remotely with Clients who are spread out nationwide as well as globally; it doesn't hurt that I can also work from anywhere that has an internet connection.

Puntos a favor:

Bringing Canopy into our organization was easy, with individualized invitations on a mass e-mail template sent out to Clients old and new!

Contras:

We are still working to make use of every area that Canopy offers, so there is nothing negative to say at the present time.

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.

Contras:

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!

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.

Contras:

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.

Thomson Reuters File cab vs Tax Canopy

Comentarios: Within two weeks of starting my 30 day free trial, I had it set up (so I could evaluate the details and functionality) and decided to switch from Thomson Reuters File Cab. Another local CPA had also finished his vetting process so Tax Canopy already came highly recommended.

Puntos a favor:

Free support - chat in or ph call. Templates for global folder creation. Once this is figured out, you can populate new client files with all the needed folders in less than 30 seconds. Using "Tags" to identify clients to send email blasts inside Canopy - brilliant! Unlimited file storage. Thomson Reuters charges me which is odd in this day and age with super affordable data storage. Annotations to files (i.e. PDFs) without paying for an ADobe license. Client portals. I've used other portal software, including the Thompson Reuters VO portal, but Canopy has this down to simple science. The Desktop Assistant allows you to edit live Word and Excel files.

Contras:

File migration from File Cab. I wrote a how-to process sheet for my firm so this is doable just time-consuming. Don't let that deter you as it is part of the pain to switch from one software to another. We also are ditching Thomson Reuters Practice CS (i.e. their time and billing software) for the one inside Canopy. The invoicing and reporting are much weaker in Canopy compared to Practice CS so this is a problem but wasn't a deal-breaker. Canopy has assured me that better reports are forthcoming and I trust Canopy.

Canopy is a good option- not sure if they are the best though.

Comentarios: On a scale of 1-10, I would say it is a 6.5 or a 7. There are many functions that make this very easy to use, however, as time passes the development team decides to take the ease of use and make it more challenging. Too much focus on making the interface "pretty" and not enough on actual items that make productivity better.

Puntos a favor:

The product is simple to use. However, Canopy likes to make changes to items that do not need any changes. In doing so, they break their own system for several days and the new function isn't worth the hassle. Transcripts are now significantly more complicated and time-consuming to get to.

Contras:

The fact that the backend team decides to make changes as to what they think is best for the client. Most of their changes do not have any positive effect on how we operate the practice and only make things more challenging and frustrating to use.

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.

Contras:

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.

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.

Contras:

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.

A revolutionary change in my accounting work!

Comentarios: Integrating all the key functions of my business into a single platform has been a real game changer. I no longer have to switch between different programs and tools to carry out daily tasks like managing clients, documents, workflows, time, billing, email and more.

Puntos a favor:

What I love the most is how this amazing accounting practice management suite has completely transformed my work. It has not only freed me from tedious and repetitive tasks, but it has given me a complete tool to manage and organize my accounting firm efficiently.

Contras:

Sometimes the learning curve can be a bit steep being a comprehensive platform with so many functions and features it can take some time to get familiar with all the tools and settings.

Great Fit For Small Tax Practice

Puntos a favor:

It covers all the features I need from my client-facing tech stack in one platform. I can share/receive files, send e-sign requests, manage work, send invoices, receive payments, and pull IRS transcripts all in Canopy. Support has also been very responsive to me and has helped me with all my questions.

Contras:

It is an evolving and growing platform that comes with occasional bugs and changes to the user experience.

Very user friendly for the price.

Comentarios: Great for task management, document management, daily use, easy to learn and use

Puntos a favor:

Easy to use, email/communication integration, Document storage unlimited

Contras:

Email search function is less than ideal/doesnt work at all from within a client. Can't start Word/Excel files from within Canopy Wish it would also track time for each team member for the week - would make a secondary time and attendance unnecessary.

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.

Contras:

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 Review

Comentarios: Really great !

Puntos a favor:

I like have a place where clients feel safe with uploading documents that contain personal information like socials and not having to worry about hackers. I also like that clients have access to their documents even if we part ways. Having a secure and encrypted client portal is crucial to tax preparation.

Contras:

If a client has been with another company that used Canopy and now wants to leave and to to another company who also uses Canopy, they can't without changing their email as that email is tied to the former company and they have to call to have it deleted in order to go forward with the new company. This is not always possible if they left on a bad note. The new company should be able to add and the old company would auto be deleted.

New to Canopy

Comentarios: It took a little longer than expected to set up, but the implementation team always got back to me and helped me sort out my issues.

Puntos a favor:

I've transferred all my tasks that I used to have on a big spreadsheet to Canopy tasks and organizing them has been so easy. I love the ability to make custom views of the tasks so I can make sure I am working on the most important things.

Contras:

The one thing I really liked about my old document management software was that I could view the files offline on my computer. It made it so easy to work with the files. I haven't seen that with Canopy. I also liked how my tax software, Proseries, could import the tax returns directly into my old document management system, but I will be able to print them into Canopy, so it won't be too much different.

GREAT PRODUCT- Depth of Use

Comentarios: Record keeping is great. I will look into how I can expand use for our firm since we use primarily as a client portal with work flow management and document storage.

Puntos a favor:

Canopy is great to use to keep client information safe and secure. With such advancements in technology, it is imperative to have a platform like this where the information can be conveniently accessed by both the users and clients, active or archived... it's just great.

Contras:

No difficulty at all... I just wish all clients will utilize this platform... I may have to require them to do so!

Better than Great

Comentarios: Canopy has helped me improve the remote part of my business, so I can serve Clients around the world, even when I am not in the US.

Puntos a favor:

The better-than-bank security made the choice a no-brainer.

Contras:

The instant access to files that a Client uploaded wasted precious seconds every time I accessed a Client's folder.

Good software, but confusing pricing

Puntos a favor:

Canopy's client portal is very easy to use, and I received many compliments from clients on its user-friendliness. Time tracking and invoicing was simple and straightforward. I am a solo practitioner, so I'm not sure how it works for multi-user organizations, but for my practice it did the job well.

Contras:

My biggest complaint with Canopy has do do with pricing. It seems like they completely overhaul their pricing structure every six months--not just raising rates, but changing how the pricing is calculated and how features are accounted for. It just got too much to track and too expensive relative to other software providers. Also, as a law firm I ended up needing an invoicing system that could manage trust accounting to stay bar compliant.

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.

Contras:

A little pricey for all the bells and whistles.

Client Portal

Comentarios: Love it over all. The support team is very responsive

Puntos a favor:

The client portal is what makes this product worth it not having to remind and follow up is a life saver

Contras:

Sometime the software is glitchy and times out

EA Support

Comentarios: I love it

Puntos a favor:

Ease of use make it so it does not take alot of time to set up and follow

Contras:

Not always designed to assist tax resolution out side norm

Canopy is a Power for My Business

Comentarios: Solving fast paced production needs, particularly against short deadlines.

Puntos a favor:

The client portal system allows for high level encryption and immediate availability of necessary documents with particular emphasis on Transcript retrieval - wonderful to work with on source document retention and back checking transcripts to ensure accuracy in reports/returns.

Contras:

The documents needs to be searched chronologically and does not allow separate folders for organization.

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.

Contras:

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.