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- Secteur d'activité : Comptabilité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé toutes les semaines pendant plus d'un an
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IRS transcripts at the push of a button!!
Canopy is always upgrading and improving their software based on constant user feedback.
Avantages
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
Inconvénients
There's really nothing to dislike about this software. It does what it says it will do and it saves me time.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Great Product! Such a Time Saver!
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.
- Logiciel utilisé tous les jours pendant plus d'un an
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Canopy has saved me hours upon hours in time. Efficiency !
Avantages
I like to ease of use, new features come quickly/consistently, always customer support, the free education credits and (my favorite) analytics tool.
Inconvénients
Back and forth sequence of clicks between viewing transcripts and engagement. It seems to be almost a minute or so.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Great for midsized companies
Overall Canopy has been a great solution for our company. Moving from desktop software to a web solution has made everything more accessible.
Avantages
Canopy has allowed us to consolidate multiple functions into a single system that previously we were using several services for. Being able to send invoices and collect payments directly in our CRM has eliminated a lot of double entry and the file sharing has reduced administrative work.
Inconvénients
The main area Canopy is currently lacking is support for multiple offices or teams. We have 4 different offices and need to be able to allocate clients and tasks between those offices. Currently, Canopy doesn't offer a native solution for this.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Canopy Tax
Helpful that clients can directly upload files and have access to files
Avantages
Easy for us to use and for clients to use
Inconvénients
ability of customization of task management
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Great product
game changer
Avantages
very easy. Its my go to in the morning noon and night. Any questions I need to answer about a client are answered right at my finger tips with this product
Inconvénients
the Notes needs to be better for pasting emails
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Harmony Group, Inc.
Overall great experience.
Avantages
Client document sharing, client reminders, and client request features
Inconvénients
Sometimes it is not the easiest to navigate
Réponse de Canopy
Thank you for taking the time to leave this review! We appreciate your feedback, Brittany
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant pendant l'essai gratuit
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Such a great option if you have the budget
I did the free trial and it was so nice to have all those features, but if you want to have access to everything you need to take out your wallet and pay a lot.
Avantages
It's so easy to use, the interface is so slick and powerfull.
Inconvénients
The price point is not for small tax practices just starting to build their portfolio on tax resolution
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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I really have loved bringing the practice to Canopy.
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.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Canopy Tax Management Success
We implemented Canopy Tax in late summer 2021 and we were up and running within a day, after importing all client from our previous software. That was a very seamless import process.
Avantages
Canopy Tax brings together multiple applications from our previous systems. W log into one system for all client related activities; client management, due date tracking, document management, client portal, and invoicing and payment processing.
Inconvénients
Canopy Tax foundation is solid. Always open to suggestions from user on how to make their product better by adding new options and features to meet their client's needs.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Had the software for a few years it manages our whole practice.
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.
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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The people at Canopy and their products have been phenomenal to work with.
better client management and organization
less time looking for client correspondence
better "to do" lists
easier form filling
fantastic customer support
a new job
Avantages
I like the ease of integration between things, especially with the Firm Management and client management modules.
Inconvénients
They are not quite working with iPads or other iOS yet. That would be very helpful to me and my clients.
- Logiciel utilisé toutes les semaines pendant plus d'un an
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Canopy is flexible and user friendly. Great for practice management and CRM for other areas.
Better organization and tracking of information in the same area. This is a great time saver especially when dealing with sensitive data and updating efficiently as things need to change.
Avantages
I like the syncing of email communications which makes keeping track of information in same area even better.
Inconvénients
The main contact screen where clients and prospects are listed is limited. When scrolling toward bottom of the list (i.e., after R's, I have to click "more clients" to reveal remaining clients). When returning to the upper part of list (i.e. A's) it returns back to limited view.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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It does what we need it to do
Avantages
The billing feature is great. Our clients really like the e-signature and online payment option
Inconvénients
The search feature needs some work. Also some reports we would like to see are not an option.
- Logiciel utilisé toutes les semaines pendant plus d'un an
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very helpful in pulling information for client support
The ability to extract and retain information related to client tax information for multiple years in one concise manner.
Avantages
Convenience of extracting info from IRS website in a concise manner and the ability to see a lot of information as once
Inconvénients
very expensive for the value received and seems limited in its functionality for the price. It appears that it is designed to offer more practice management functionality but it seems once I paid for it, the support to train how to use it disappeared. No phone calls, just pop up messages. Very lazy marketing strategy.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant plus de deux ans
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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)
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Excellent Product
Love it!
Avantages
Quick and Efficient in getting transcripts.
Inconvénients
There are a lot of days that it doesn't work.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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All in One Place
We are new with Canopy, however we are excited to be able to have multiple software needs under one roof.
Avantages
Its presence is on the cloud and can be accessed remotely with ease.
No need to purchase multiple software programs to do what Canopy has to offer all in one place.
Wonderful support in transferring your data from different software programs
Inconvénients
Learning a new software program and working through a different pattern of thinking is always challenging.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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WFS - Canopy
I have found that a great deal of my clients have enjoyed the Canopy app. I have gotten feedback that it is good to have their return on the go. I find that it has saved me some time.
Avantages
I have a great deal of clientele that cannot come to my office, because of their location or timing. So Ihae use the e-signature and i has helped me considerably to get the signatures that I need.
Inconvénients
When I set up Canopy on my side, I set folders. I think that it would be great that the client gets it as a folder as well so that they do not have to scroll through all the forms that are sent. I find that I have to label each form by date. It would be better If I can send them a file labeled by year.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Great Experience
Avantages
We like the variety of features Canopy offers and the continuous innovation.
Inconvénients
Sorting the emails within a client file would be very helpful
- Logiciel utilisé tous les jours pendant plus d'un an
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Canopy is user friendly, robust, and agile. I love it.
Avantages
The CRM component lets you take notes, update client work papers. The software also make it easy for clients to upload documents and files. Pulling clients transcripts is also a plus. This cuts out a lot of phone time waiting for the IRS to respond. Overall, it is a very good product.
Inconvénients
I really don't have a con. This software is exceptional. I would like for some of the subject matter expect be a better t more knowledgeable in IRS procedures.
- Secteur d'activité : Conseil en gestion
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Sold a False Bill of Goods
After a lot of $, we have been so frustrated we haven't even gotten off the ground. The support is terrible and there is very amateurish implementation planning.
Avantages
auto reminders, client portal, bulk email, transcripts
Inconvénients
horrendous, clunky design makes it very ineffiecient, and the reporting is practically non-existent.
Réponse de Canopy
Hello, we're sorry to hear that your experience hasn't been what you expected it to be so far. However, we'd love to help you make the most of your investment in Canopy. We offer a library of help articles here: https://canopytax.zendesk.com/hc/en-us, and if we could get your name, your Customer Success Manager would be happy to reach out as soon as possible.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Canopy is okay
Avantages
It is easy to enter the time tracking which is the main reason we got this service.
Inconvénients
Running reports for time entries is difficult. Unless you are going to invoice the client, it is very hard to see how much time has been spent on each client 'WIP'. Once you are in the reports section, you cannot do any sorting/filters unless you export the entire report.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus d'un an
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Excellent Program
It has been great for my company and Agents
Avantages
Easy to use very convenient and very easy to understand
Inconvénients
There is one thing and that is maybe if the downloads were automatic from one program to the other it would be convenient
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Price
I would have kept using the software if it was within my price range
Avantages
Canopy overall is an excellent software, and easy to use.
Inconvénients
It is very expensive, and not affordable for the smaller firms
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Powerful tax tool
It is such a robust program. It combines a number of other software programs into one and then some. I love being able to see where I left off on a particular client request. It keeps me organized and provides great documetation. I am also going to be using the transcript service once I figure it out. And I suspect that I will be purchasing the audit resolution package soon too. Many benefits to using this software.
Avantages
It is project oriented, easy to learn,and meets many relevant needs as a tax professional. It is also constantly evolving.
Inconvénients
I can't find a fault. It is great and I highly recommend its use as a tax professional. Initially phone support was limited but that has since changed. I have been able to get live assistance every time I have called in the past 6 months or so and they are very helpful and professional.
- Logiciel utilisé Autre pendant plus d'un an
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EASY TO USE, BUT LACKS SOME FEATURES LISTED BELOW
Avantages
MODERN DESIGN, EASY-TO-USE, CLOUD-BASED SOFTWARE, BRANDING, TEMPLATE LETTERS FOR GENERIC IRS RESPONSE LETTERS, GREAT WEBSITE AND LAYOUT
Inconvénients
THERE WERE A FEW TOO MANY SALESMAN PUSHING THE PRODUCT TOO AGGRESSIVELY BEFORE I HAD TIME TO DECIDE IF IT WAS SOMETHING I WANT. I PURCHASED, BUT REALIZED I ULTIMATELY PREFERRED THE "SUGGESTED PRICING OF SERVICES" FEATURE FROM PITBULL TAX OVER CANOPY.
- Logiciel utilisé tous les jours pendant plus de deux ans
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Excellent
Avantages
Like how I can do everything in one software - all the forms, poas, etc in one engagement. Love the software.
Inconvénients
The task system is still clunky. I understand the update, but I really like the simplicity in the orignal task system.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Loving our canopy portal
I love notes and I love that the emails populate, it keeps everyone in my office well informed
Avantages
My clients keep telling me how easy canopy is to use! We love it! The files are fabulous, templates are easy. Can’t wait to have a moment to explore other functions we are not currently using
Inconvénients
Some of the task templates are too detailed and my inbox gets loaded with emails I don’t want or need
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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This software is my main hub for working and is allowing us to finally move to a paperless...
We're able to have easy access to all our clients, vendors, internal files, employees, etc - all in one easy to use format that is secure. We may never be 100% paperless due to regulatory requirements, but with Canopy, we can get as close to it as possible.
Avantages
It has contact info on all people we do business with (clients, vendors, employees, etc). It allows us to store and org files in an easy to use format.
Inconvénients
Setting up engagements, tasks and calendar/communications has been unusable for me; too disjointed from the hectic reality I deal with; though if it could be streamlined and integrated with the rest of my digital life, I would use these features! Specifically, we use a specific app for billings; would prefer to keep to that, but have Canopy pull the info from our billing app.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Ceci's Review
It truly makes it easier to communicate with us all in the office. I'm loving this software better than "Click Up"
Avantages
I love how secure it is for us and our clients. The secure Portal. I also love that if im stuck I can message some one immediately.
Inconvénients
Non at the moment. But I will let you know when I do have some.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé toutes les semaines pendant plus de deux ans
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Best Tax Resolution Software
I tried other programs to deal with transcripts and for helping clients with their tax debts. They were cumbersome and difficult to use. I think Canopy is the easiest and most useful software out there.
Avantages
The ability to easily pull transcripts from the IRS is a huge time saver. Also, the step by step assistance to dealing with IRS Notices is invaluable.
Inconvénients
Haven't found anything I don't like about it.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Canopy Program Is it worth the money
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.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Our office LOVES Canopy!!! We love how user friendly it is and they have great customer...
Canopy helped us streamline our process and allows our entire team to be in the know.
Avantages
I love that it's so user friendly and the customer service is great! I love that they are always contacting us about new ideas to integrate into the program and they have implemented them.
Inconvénients
The software is kind of pricey. As a small office, the cost is pricey, but we love the software so we pay it.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Good Product, but still needs a few updates.
Avantages
We like that we can track tasks no matter what office we are in.
Inconvénients
We are still in need of a client number field and to be able to sort by client number.
- Logiciel utilisé toutes les semaines pendant plus d'un an
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Great software, and the company is very good about ongoing development!
Time savings, efficiency and clarity of reports. Completeness of the reports, and a very professional presentation of the information. For example, when we present the results of a transcript pull, our clients feel we've done something very personal for them, and this helps our "word of mouth" advertising. I really like being able to do everything in one place. There are no separate programs to use, it's basically an all-in-one solution.
Avantages
Very efficient, and for the most part, easy to use. I really like that the company is very responsive to issues, and seem to be in a constant state of improvement. There are new features that I haven't had time to use, but just knowing their there helps me plan for future use of those functions.
Inconvénients
The font is very dim. I'd like more contrast between the different fonts to make navigation and other functions a little easier. I consider this fairly minor, as the other aspects of the software lend themselves to ease of use.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant plus d'un an
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This is a great help with OICs
Avantages
Like how the software does everything needed to file OICs; like that the surveys get sent easily to clients and get notified that the survey is done
Inconvénients
I've had trouble using the transcripts feature - possibly user error. Found it somewhat easier to call IRS and get the transcripts
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé toutes les semaines pendant plus d'un an
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Easy to use software that really does save time.
Avantages
Ease of use. Everything just works. It is simple and intuitive. The navigation leads you to where you need to go to get each task completed.
Inconvénients
Lack of charts showing all clients and the status of their case. This may be because I don't pay for all the bells and whistles.
- Secteur d'activité : Construction
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé toutes les semaines pendant plus d'un an
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Canopy is an incredibly useful tool; a must-have for any tax professional.
Avantages
I am using the free service to obtain IRS Transcripts and run reports, and as everything is web-based there is nothing to install.
Inconvénients
For the free service, there is apparently no support. So if there is a problem that you can't resolve, you have to do something else.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Solid base but needs better connectivity
Technical support has been good, but administrative support has been hard to get to.
Avantages
All essential client, practice, and project management features work and a generally easy to use
Inconvénients
More extensive connections to other software, particularly to major tax preparation and planning software and to client accessible calendar software.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
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This website has optimized our client communication faster than any other avenue.
Avantages
We appreciate the ability to communicate with our clientele virtual through a multitude of platforms on Canopy, all precisely engineered to accommodate our desires.
Inconvénients
The only opposition to Canopy would be that because of its many unique features it may seem complicated at face value, but it is nothing more complicated than an email.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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This is the worst software! Buyers beware!
Onboarding was a nightmare. Total waste of money with very little communication with teh onboarding team.
Avantages
Nothing. The interface is messy. Nothing is automated.
Inconvénients
This is the messiest software. It is very un-user friendly. It is not automated and requires several manual steps to get to the finish line. Its just not efficient.
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Easy, productive, useful
An easy place to track my clients and prospects and archive our emails instead of having a million saved emails. Project tracking is also super helpful.
Avantages
Definitely the ease of adding and tracking clients, prospects, and COIs. Converting a prospect to a client is so simple too!
Inconvénients
Creating my own custom workflow has been tedious since I don't really do tax controversy work. Creating calendar items for client reminders isn't my favorite.
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Software really helped to simplify the tax season for me.
Establishment of client database, transfer of files/documents through the portal and the integrated Stripe support for collecting credit card payments.
Avantages
Ability to have a real database of clients. Ability to collect fees through Stripe integration with Canopy. Great to send out single email communications. Most importantly is the client portal, that was incredible and saved a huge amount of time for document transfer.
Inconvénients
Mass mail feature did not work well. I chose to integrate with Google and most of my messages were instantly rejected by Google. I had to go to Mail Chimp. Integration with that platform might be nice.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Canva has most definitely allowed me to streamline my tax business!
Streamline and mobility
Avantages
I like that I have the ability to not only keep all my tax clients separate, but I can invoice and open up the application and work anywhere there's an internet connection!
Inconvénients
One of the biggest cons I have is the inability to send out and have engagement letters digitally signed. The only thing would be to the interface, allow the user to hide some of the details when using the interface.
- Logiciel utilisé tous les jours pendant plus d'un an
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Canopy has been a great resource for my accounting firm.
Avantages
I love the intuitiveness of the product and the user interface on both my end and my client's. I use the product on a continuous basis and it has turned out to be a precious timesaver for my firm.
Inconvénients
I wish the ability to update clients was a little smoother. The initial bulk import was smooth, but now there are several more needing to be added. The process does not seem as smooth to update the list.
- Logiciel utilisé tous les jours pendant plus d'un an
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I really like the software's ease of use; and my staff loves it!
Avantages
The fact that even some of my least tech saavy clients can use this software. Also, the transcript feature is worth its weight in gold! I almost never have to use the very frustrating and non-user friendly IRS site, which is a real time saver for my staff and I.
Inconvénients
I would say the cost; it is a bit prohibitive, but it does save me quite a bit of time so that might be a good tradeoff.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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The screen is very hard to read at times and I cannot see where to type in responses.
Quick transmittal retrieval and forms filled out quickly.
Avantages
The ease of sending/receiving data from clients and the transcript retrieval process makes gathering multiple transcripts a breeze. Also, when clients get the surveys to fill in the forms, it's a beautiful thing.
Inconvénients
The screen font and I still can't find how to resend an invitation to a client for the portal. I have told customer support multiple times about the screen font, but no one seems to care. Honestly, customer support is the lowest on my list with this software. It's difficult to get answers and then when I get someone, they tell me no one has every reported that before. Even though I have reported it before.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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INCREDIBLE, AMAZING
Avantages
HELPED ME STREAMLINE PROCESSES AND ENHANCE COMMUNICATION WITH CLIENTS. I AM NO ABLE TO ONBOARD NEW CLIENTS IN UNDER AN HOUR AND SET UP NEW LEGAL ENTITIES IN LESS THAN A WEEK.
Inconvénients
WOULD LIKE FOR CLIENTS TO BE ABLE TO SEE WORKFLOWS TO UNDERSTAND PROJECT STATUSES AND SUPPORT REQUEST CHANNEL FOR CLIENTS TO LOG SUPPORT REQUESTS.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Streamlined tax resolution software makes collections a breeze!
It makes tax resolution faster, easier, more accurate, and more efficient.
Avantages
I love that this software is so easy to use and intuitive. It pulls information from the client survey into all the necessary forms, drastically cutting down the time it takes to work resolution cases. The clients can even be invited to fill out parts of the survey themselves!
Inconvénients
The state functionality is still somewhat limited. I would also really love the addition of engagement letter formatting in the program as well.