Canopy

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

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

Fordeler:

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.

Ulemper:

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,

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

Fordeler:

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.

Ulemper:

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!

Review

Fordeler:

My most favorite about this app was thr documnet management

Ulemper:

I didnt have least favorite. I liked everything.

Best Tax Resolution Software Out There!

Kommentarer: 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.

Fordeler:

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.

Ulemper:

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

Kommentarer: 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.

Fordeler:

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

Ulemper:

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.