Qui utilise Canopy ?

Fiscalistes, comptables, avocats en droit fiscal, conseillers en fiscalité

Description de Canopy

Canopy crée des logiciels fiscaux avec un seul objectif : faciliter la vie fiscale. Practice Management améliore l'efficacité de votre flux de travail tout en améliorant les relations client avec un portail client et la gestion de projet avancée. La résolution fiscale vous permet d'économiser des heures sur chaque cas avec des formulaires IRS générés automatiquement et des assistants dans le traitement des dossiers. Transcripts Tool de Canopy vous permet d'extraire des transcriptions IRS en seulement deux minutes. Essayez la version d'essai gratuite (aucune carte de crédit requise).

Informations sur Canopy

Canopy

https://www.canopytax.com/

Fondé en 2013

Prix de Canopy

Canopy est disponible en version gratuite et propose un essai gratuit. La version payante de Canopy est disponible à partir de 99,00 $US/mois.

À partir de

99,00 $US/mois

Version gratuite

Oui

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Formation

Formation en ligne en direct

Ressources d'aide

Service de support permanent (réponse directe)

En ligne

Canopy - Fonctionnalités

Logiciels de comptabilité
Bons de commande
Cabinets d'expertise comptable
Comptabilité clients
Comptabilité des fonds
Comptabilité des projets
Facturation
Gestion de l'impôt
Gestion de la paie
Gestion des immobilisations
Gouvernement
Rapprochement bancaire
Suivi des frais
À but non lucratif
Base de données de contacts
Calculateur d'impôts
Facturation des dépenses imprévues
Facturation des projets
Facturation en ligne
Facturation récurrente et des abonnements
Facturation à l'heure
Factures personnalisables
Gestion des demandes de paiement
Paiements en ligne
Paiements mobiles
Portail de facturation
Prise en charge de plusieurs devises
Traitement des paiements
Diagrammes de Gantt
Gestion des idées
Gestion des portefeuilles
Gestion des ressources
Gestion du budget
Modèles personnalisables
Méthodes Agile
Méthodes classiques
Outils de collaboration
Portail client
Suivi des étapes
Suivi du temps et des dépenses
Suivi progression/coût
Tableau kanban
Accès hors ligne
Archivage de documents
Assemblage de documents
Conversion du type de fichier
Gestion de versions
Indexation de documents
Outils de collaboration
Reconnaissance optique de caractères
Récupération des fichiers
Rétention de documents
Signature électronique
Suivi de la conformité
Facturation
Gestion de projets
Gestion des clients
Gestion des documents
Gestion du personnel
Portail client
Pour les cabinets d'expertise comptable
Suivi des échéances
Suivi du temps
Workflow d'approbation
Contrôle du processus d'approbation
Déclaration d'impôt
Facturation
Feuilles d'impôt
Gestion des clients
Gestion des documents
Gestion des flux de travail
Planification des scénarios
Portail client
Suivi des échéances
Accès à distance
Assistance à distance
Chat vidéo
Collaboration
Conférences web
Gestion des réunions
Gestion des tâches
Messagerie instantanée
Signature électronique
Softphone
Suivi de l'activité des employés
Suivi des fuseaux horaires

Avis sur Canopy

Afficher 5 avis sur 92

Note globale
4,5/5
Facilité d'utilisation
4,4/5
Service client
4,5/5
Fonctionnalités
4,3/5
Rapport qualité-prix
4,1/5
Danny N.
Owner
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 27/04/2018

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

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

Avantages: 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.

Inconvénients: 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,

  • Provenance de l'utilisateur 
  • Publié le 27/04/2018
Elisabeth G.
CEO
Comptabilité, Auto-entrepreneur
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 30/05/2018

"I have had an outstanding experience with Canopy!"

Commentaires: 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.

Avantages: 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!

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 30/05/2018
Dustin J.
District Manager
Biens de consommation, 501-1 000 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    3/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    1/5
  • Support client
    1/5
  • Rapport qualité-prix
    1/5
  • Probabilité de recommander le produit
    0/10
  • Provenance de l'utilisateur 
  • Publié le 02/01/2020

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

Commentaires: 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.

Avantages: The software is cloud based and therefore easy to access.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 02/01/2020
Jennifer M.
Office Manager
Comptabilité, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    4/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    3/5
  • Support client
    3/5
  • Rapport qualité-prix
    1/5
  • Probabilité de recommander le produit
    1/10
  • Provenance de l'utilisateur 
  • Publié le 24/03/2020

"Canopy Program Is it worth the money"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 24/03/2020
Julie L.
Accountant Representing
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    8/10
  • Provenance de l'utilisateur 
  • Publié le 10/04/2018

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

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

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 10/04/2018