¿Quién usa Canopy?

Profesionales fiscales, contables, abogados fiscales, agentes inscritos.

¿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).

Información sobre Canopy

Canopy

https://www.canopytax.com/

Fundada en 2013

Resumen de precios de Canopy

Canopy dispone de una versión gratuita y ofrece una prueba gratis. La versión de pago de Canopy está disponible a partir de $99,00/mes.

Precio inicial

$99,00/mes

Versión gratuita

Prueba gratis

Implementación

En la nube, SaaS, web

Formación

En directo en línea

Asistencia

En horario ininterrumpido (atiende un representante)

En línea

Funciones de Canopy

Herramientas para teletrabajar
Acceso remoto
Asistencia remota
Chat de vídeo
Chat en vivo
Colaboración
Conferencias web
Firma electrónica
Gestión de reuniones
Gestión de tareas
Seguimiento de huso horario
Softphone
Supervisión de la actividad de los empleados
Conciliación bancaria
Contabilidad de deudores
Contabilidad de fondos
Contabilidad de los proyectos
Empresas de contabilidad CPA
Facturación
Gestión de activos fijos
Gestión de impuestos
Gestión de nóminas
Gobierno
Seguimiento de gastos
Sin ánimo de lucro
Órdenes de compra
Base de datos de contactos
Calculadora de impuestos
Facturación de gastos imprevistos
Facturación de proyectos
Facturación en línea
Facturación por horas
Facturación recurrente y suscripciones
Facturas personalizables
Gestión de demandas de pago
Pagos en línea
Pagos móviles
Portal de facturación
Procesamiento de pagos
Varias divisas
Facturación
Flujo de trabajo de aprobación
Gestión de clientes
Gestión de documentos
Gestión de personal
Gestión de proyectos
Para empresas CPA
Portal de clientes
Seguimiento de fechas de vencimiento
Seguimiento del tiempo
Diagramas de Gantt
Gestión de carteras
Gestión de ideas
Gestión de presupuestos
Gestión de recursos
Herramientas de colaboración
Metodologías ágiles
Modelos personalizables
Métodos tradicionales
Portal de clientes
Seguimiento costes hasta finalización
Seguimiento de hitos
Seguimiento horas/gastos
Tablero kanban
Control de procesos de aprobación
Declaración de impuestos
Facturación
Formularios de impuestos
Gestión de clientes
Gestión de documentos
Gestión de flujos de trabajo
Planificación de escenarios
Portal de clientes
Seguimiento de fechas de vencimiento
Acceso sin conexión
Archivo de documento
Control de versiones
Conversión de tipo de archivos
Ensamblaje de documentos
Firma electrónica
Herramientas de colaboración
Indexación de documentos
Reconocimiento óptico de caracteres
Recuperación de archivos
Retención de documentos
Seguimiento de la conformidad

Reseñas de Canopy

Mostrando 5 de 92 reseñas

En general
4,5/5
Facilidad de uso
4,4/5
Atención al cliente
4,5/5
Funcionalidades
4,3/5
Relación calidad-precio
4,1/5
Danny N.
Owner
Ha utilizado el software durante: Más de un año
  • Valoración global
    5/5
  • Facilidad de uso
    5/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    9/10
  • Fuente de la reseña 
  • Publicado el 27/4/2018

"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.

Contras: 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,

  • Fuente de la reseña 
  • Publicado el 27/4/2018
Elisabeth G.
CEO
Contabilidad, Trabajador autónomo
Ha utilizado el software durante: 6-12 meses
  • Valoración global
    4/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    4/5
  • Probabilidad de recomendación
    9/10
  • Fuente de la reseña 
  • Publicado el 30/5/2018

"I have had an outstanding experience with Canopy!"

Comentarios: 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.

Puntos a favor: 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!

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 30/5/2018
Dustin J.
District Manager
Bienes de consumo, 501-1000 empleados
Ha utilizado el software durante: 1-5 meses
  • Valoración global
    3/5
  • Facilidad de uso
    3/5
  • Características y funcionalidades
    1/5
  • Asistencia técnica
    1/5
  • Relación calidad-precio
    1/5
  • Probabilidad de recomendación
    0/10
  • Fuente de la reseña 
  • Publicado el 2/1/2020

"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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 2/1/2020
Jennifer M.
Office Manager
Contabilidad, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
  • Valoración global
    4/5
  • Facilidad de uso
    3/5
  • Características y funcionalidades
    3/5
  • Asistencia técnica
    3/5
  • Relación calidad-precio
    1/5
  • Probabilidad de recomendación
    1/10
  • Fuente de la reseña 
  • Publicado el 24/3/2020

"Canopy Program Is it worth the money"

Comentarios: Canopy was a great program, I just don't believe it was worth the money they were asking by year two, so as a business we got rid of it.

Puntos a favor: Canopy was very easy to implement and use, it saved alot of time and space as far as filing and was very convenient for a secure upload area for clients.

Contras: I felt it was unnecessary for the program to create files for spouses just because you put them in the profile for the original client. I didn't like that you couldn't change the profile up to fit different types of clients. Also the cost kept going up each year.

  • Fuente de la reseña 
  • Publicado el 24/3/2020
Julie L.
Accountant Representing
Ha utilizado el software durante: Más de un año
  • Valoración global
    5/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    3/5
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Publicado el 10/4/2018

"As a tax professional with various types of clients I love it all in one place"

Comentarios: Having a secure portal and most of my client tax information in one place.

Puntos a favor: The creators and tech support of this program are responsive to the end users requests and the site is updated, the tech support amazing, and until they get a feature installed, will help you with a work around to use in the mean time.

Contras: That I cannot print lists easily, that clients cannot fill out their own portal information, and most importantly, that I cannot due my clients regular income taxes here thereby having all the important information saved in place.

  • Fuente de la reseña 
  • Publicado el 10/4/2018