Avis clients sur Canopy

Game changer

Avantages :

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

Inconvénients :

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

Best Tax Resolution Software Out There!

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Showed some early promise but now payments are a disaster

Commentaires : From 2021 to now it's been satisfactory but I've been impatient with the limited API functions. From May 2023 its been horrible after the payment processor switch to Ayden. Stay away!

Avantages :

The ease at which my clients were able to upload and send me documents

Inconvénients :

Their payments used to be with Paysafe and it was okay but they recently moved to Ayden and it's been a nightmare. We can't add new payments, can't run old payments and we now don't see decline codes. There's no transparency any longer with CC or ACH ledgers and our business has become a nightmare collecting payments from our clients.

Review of Canopy - 1 month in

Commentaires : I like Canopy and I'll continue to use it. I'm glad I'm working on the conversion in November rather than Feb/March. I expect to have everything perfect by the chaos of tax season.

Avantages :

I love the portal and the client/entity set up. I love that everything related to my workflow is in Canopy (except the tax return). It's very nice to have everything in one system.

Inconvénients :

The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. There are issues when duplicate clients are created and you merge them. If the client was already linked in Canopy, that link is broken and I don't know how to recreate it. I hear that a function to sync specific clients in Canopy is coming soon and that should resolve my issue. I haven't been able to pull a transcript yet. I keep getting "Pull Failed". I'm not sure if this in an IRS issue or Canopy. Hopefully this can be resolved soon.

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Put All Of Your Practice Managements Tasks Under This Canopy

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

Avantages :

Easy to implement and use. Our clients love it!

Inconvénients :

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

A fit for my business and my Clients

Commentaires : 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.

Avantages :

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

Inconvénients :

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 Software

Avantages :

We loved the Emails, Task management & calendar are all in one software.

Inconvénients :

Canopy DOES NOT have our states so we can't do any returns, We don't like that the clients can't both sign their signature forms if they are married. We also didn't like that In the middle of tax season we had to go back to an old software because the desktop Assistant stopped working on us.

Practice Management

Commentaires : Overall, Canopy is a good tool for client relationship management. Using the task list is a great tool to make sure deadlines do not get overlooked.

Avantages :

Canopy makes it easy to securly share tax sensitive documents with clients.

Inconvénients :

Getting transcripts from the IRS using Canopy can be a challenge.

Very pleased with switching

Commentaires : Overall I am very pleased with Canopy and their customer service.

Avantages :

I love how user friendly it is. I love how easy it has allowed me to automate tasks etc. I can see why other Accountants love it.

Inconvénients :

I would like to see more restrictions to users. It would also be beneficial to automate some IRS forms. However, I must say that anytime I have contacted TaxDome for a feature that's not available, they offer alternatives. They also have a program where users can request a feature.

Going to miss Canopy!

Commentaires : I love Canopy. I am closing my CPA practice and joined a national firm. There must be 50+ applications and multiple locations for document storage and management. I still find myself using Canopy every day while transitioning my clients over to the new firm. I can't say enough how functional Canopy is in managing the client work. Also, the folks at Canopy are great to work with. New additional functionality is added all the time. The development team has an open ear to ideas and improvements. Canopy is only going to get better with time. I would continue to use it if I could.

Avantages :

Canopy is a great tool for all-in-one tracking of client relations, tasking, workflow, and running a CPA firm. I loved being able to go straight to the client home page and having access to all of the client information. Contact information, notes, tasks, important contacts related to the client, recent files, engagements - all of the information right there! Fantastic. Then I can drill down under communications to all of the client emails and correspondence with the client. Tax organizers are accessible from there too. All the information in one location! The fact that I could request an IRS transcript through Canopy for clients was amazing.

Inconvénients :

I didn't use the online payment system since I used another system to payments. I wasn't a fan of the pricing plan but it still was comparable with other vendors. Overall there wasn't much about Canopy that I didn't like.

Canopy - a user-friendly and friendly-user solution

Commentaires : For most issues we've run into with Canopy, their internal team was able to fix the error with a very quick turnaround time or assist with producing a report on their end. Wherever they may lack in a feature, they are quick to find a solution if possible. No system is going to be 100% custom tailored with all the bells and whistles, no matter the price point. Canopy consistently delivers and does not require a lengthy training session to get new users rolling, and when time is money that's a big foot forward.

Avantages :

The Canopy team is amazing at assisting with troubleshooting issues (very quick turnaround time) and are always working on new innovations. The fact that this is not just a set it and forget it system means that Canopy is always working to be a top competitor. They have a few Beta features (namely automation) in the works currently that as an Ops Manager I am thoroughly excited to see roll out. Their staff is always a pleasure to chat with and they hold quarterly 'First Look' webinars to explain what is new with their product and where they are going next - this team is always on the go.

Inconvénients :

They have a few drawbacks such as the inability to send text messages (we use a third party system), lack of complex reporting (though easily created on the users end by CSV export and a little Excel wizardry), and a few other minor gruffs, but Canopy does have these on their radar (go check out the forums!) and is working on building these in over time.

Very user friendly for the price.

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

Avantages :

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

Inconvénients :

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.

Outstanding software that keeps getting better and better!

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

Avantages :

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.

Inconvénients :

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.

We all love the program! It has kept us better organized! It's so easy to use!

Commentaires : Canopy is easy and secure program to use to communicate with our clients. The uploading, tasks and engagement feature is used on a daily base in our office. I also, like the fact that we upload files in Canopy and make them visible or non-visible to our clients.

Avantages :

It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The visible and not visible feature for files is a great feature because they are certain documents that the client doesn't need to see but are important for internal use. The task feature keeps us organized and we know exactly the status of each client. We are still learning Canopy capabilities and features.

Inconvénients :

Be able to move files from one client portal to another. We numerous clients whom keep uploading to the wrong portal because they have access to their individual and entity. I spend a lot of time downloading each file, saving it to me desktop and then dragging it over to the proper client portal. Not being able to delete a task from the client portal. If two people are in the same client portal and someone deletes and uploads a document we noticed that the client portal gets all discombobulated. Being able to print from the engagement feature conversations or files that were either uploaded from the client.

Grang Bang for the Buck

Avantages :

I love that Canopy had the ability to help me route my tasks properly and productively. I also LOVE that there is a firm facing iOS app. It helped me be portable!

Inconvénients :

My biggest issue with Canopy was the KBA and not being able to customize certain aspects of the recurring projects.

Canopy

Commentaires : Overall a good and reliable product

Avantages :

Easy to use and use freindiliness. it has a client facing feature.

Inconvénients :

it is very preliminary. it can grow from basic to more sophisticated for mid tier firms.

Canopy

Commentaires : Best Software compared ot its Peers.

Avantages :

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

Inconvénients :

Software has trouble reading some MAC Files.

Had the software for a few years it manages our whole practice.

Commentaires : practice managment

Avantages :

Does many things very well. Love the e-sign option. Love the enhanced search by phone and email, billing has been very helpful, wonderful team, love this is cloud based.

Inconvénients :

Canopy undertakes a huge responsibility in providing so much for its users. However, there is some room for improvement. The transcripts are not reliable; the email feature doens't always stay connected and isn't reliable,mobile usage is hard for practitioner and client. Many things have been greatly improved upon. I would love to be able to brand my invoices with color and logo. How can we get clien'ts to sign in sometimes they never sign in and that a shame.

A CPA for Canopy

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

Avantages :

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

Inconvénients :

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.

Tax Resolution Software

Avantages :

In the beginning, Canopy was a tax resolution software. The survey option to send to the clients for their financial summary was very helpful to construct a resolution for their tax problems.

Inconvénients :

The company evolved into a tax management software. I don't need those functions. I need a tax resolution software only. The software was cost prohibitive forcing us to purchase features we don't use. (practice management)

Great Product! Such a Time Saver!

Commentaires : Love it! I would recommend it to anyone who regularly deals with IRS transcripts! Has saved us so much time!

Avantages :

Pulling IRS transcripts using this software is a dream. When you get transcripts through the IRS website you have to pull them one at a time, and if they aren't ready yet you have to repeat this process everyday. With Canopy, you enter the taxpayer's information and then all you have to do to refresh the information is click the refresh button. So much easier to use! Plus you can setup multiple client at one time and let the software run in the background until it has checked them all with the IRS, meanwhile you can move on to other work.

Inconvénients :

It would be easier if you didn't have to reestablish the link to the IRS everyday, and wait for the IRS code to come through. However, for security reason I understand why this is necessary.

Canopy Small Business

Commentaires : Really been worth the money.

Avantages :

I am a small business and it is working out great for my firm. Affordable. Customer service has been very good.

Inconvénients :

That other users can see my email if my email is integrated. This may not be an issue and longer as I have not checked it recently. Accepting payments through Canopy is too costly for me and receiving the funds too slow. I hope this improves so I don't have to pay for another service.

I really have loved bringing the practice to Canopy.

Commentaires : Client portal, shared communications, all client info in one easy to use place.

Avantages :

I love the communication feature that connects everyone's correspondence with all clients. That has deemed to be more useful than I originally thought. Also, being able to store information on all of our clients in one easy to use place has been great. The client portal is amazing and easy to use.

Inconvénients :

When trying to complete things it will often have apologetic issues, like "sorry we are having trouble at the moment". Tasks should work more like engagements. Also, the alphabetic order of things is not exactly alphabetic and no one can seem to make sense of that for me but as our cient list grew the search tool is now the go-to for finding clients so it doesn't cause much of a hassle it is just a little odd.

Great Fit For Small Tax Practice

Avantages :

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.

Inconvénients :

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