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- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé Autre pendant 1 à 5 mois
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Unreliable
I will never deal with them again.
Avantages
When the product worked the transcript feature was useful. However, it was down as often as it worked.
Inconvénients
The company said I could try the product and cancel for up to 6 months. They now are refusing to cancel.
Réponse de Canopy
Hi Gene- Sorry to hear that you have not been happy with your Canopy subscription. We typically have a period of only a month to cancel your subscription, and after that you are locked in for a year.
Here is a link to our terms and conditions https://www.canopytax.com/tos/.
We would love to get on a call with you to help you use Canopy to its fullest while you still have your subscription. Please email or call your account manager to set up a training. All training is free and comes with your subscription.
- 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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When I have issues with functionality, the customer support team are quick to address.
Allows staff to access needed information regarding clients at any location.
Avantages
The ability to have so much information in one place. The client's ability to access Canopy has been very helpful, especially during tax season.
Inconvénients
I believe the search function could be set up to allow a more refined search with more options to search from.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus d'un an
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I love Canopy but I wish there were some other functionalites .
Saves time. Clients love it.
Avantages
Client portals (wonderful). Help with Tax Resolution!!!! I love being able to send client request. Completing forms within the system is very helpful.
Inconvénients
I would like to be able to make customized surveys (like for tax prep, etc).
Other payment methods (like Square) would be good too.
- 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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Easy to use
Transcripts in one place and easy to print (the versions from IRS are not); contact info all together with easy clicks between companies and stakeholders
Avantages
My clients are finding it easy to login and transfer files to me, my staff is able to find phone numbers all in one place, and I can find transcripts quickly.
Inconvénients
Removing things is not always intuitive, especially from the to-do list; I occasionally have had problems getting transcripts and not sure if that is on the e-service side or Canopy's
- 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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Canopy transcripts is awesome!
Avantages
It is easy to use, and pulls the information from IRS into one place, summarizes it beautifully. I don't have to click a thousand times like the IRS site makes me.
Inconvénients
Nothing so far. I haven't encountered any issues with it.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Excellent and Secure
I had problems exchanging large documents securely. This solves those problems. I don't feel I'm using this program to it's full functionality, but I'm not sure how to integrate it into our work flow.
Avantages
Clients and I can exchange data securely and without size limits.
Inconvénients
The price increase, minimal customer service as to work flow integration.
- Logiciel utilisé Autre pendant 1 à 5 mois
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Terrible. Sold a product that was not nearly as functional as they purported
Avantages
Left after 30 days. The sales team is efficient. Not so much the implementation team after the contract is signed.
Inconvénients
They held me to a annual subscription because I missed the trial period deadline due to their scheduling mix ups regarding training. Feels like a trap to get a full year from me. Email me for a personal review
Réponse de Canopy
Hi Dan! We are sorry to hear about your negative experience. All of our customers agree to an annual subscription by signing a terms of service agreement at the time of purchase. It looks like you have been corresponding with our customer success team. They are happy to continue to work with you so that you can get the most out of your subscription.
- Logiciel utilisé tous les jours pendant plus d'un an
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I love that we can have all of our representation clients in one place.
Avantages
Organizing clients and keeping their data in one place, getting transcripts. Having a spouse as a new client yet could be within one client.
Inconvénients
No alerts or ways to ensure we can create a calendar to keep track of deadlines. This would help us to make sure we will not miss any deadlines.
- 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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Ease Of Access
Avantages
Very easy to use, minimalistic layout and great functionality, they know what they are doing and know how to make it easier for accountants
Inconvénients
Still have a lot of features to add but they have a long way to go
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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I love working with canopy, it gives me the peace of mind that my clients information is kept...
Avantages
Convenience for both my clients and my practice. Saves time!
We serve clients living far away and I would like to make sure they have an easy and especially secure way to upload their information to us.
Inconvénients
Not everyone was able to open their invite right away and then it was expired....
I would also love to have an appointment and review link to my website/google my business link added to make it even easier to set up appointments.
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Great program for helping clients with their tax issues.
Avantages
The program has improved over time to get the information of clients tax issues as quickly and accurately as possible.
Inconvénients
The con is more to do with the IRS and the security issues. There is a learning curve with the program.
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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This helps my clients and me stay organized and communicate more effectively.
Avantages
It speeds up the exchange of information with my clients and makes it easy to review the information with my clients and update the information as needed. It also keeps things well organized.
Inconvénients
It has no capacity to deal with the State of Minnesota, beyond preparing a REV184 (POA). I realize there may not be enough use in Minnesota to justify the investment of developing that capacity, but it would be nice.
- 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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So far so good.
Avantages
Canopy has helped our office become much more organized. We are absolutely loving the portal for our clients too.
Inconvénients
I wish there were a way to track updates on tasks and a way for us to do our billing through canopy.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Great help for Tax Resolution
Avantages
Ability to pull entire reports from IRS for clients. Client surveys are easily able to put into documents to send out
Inconvénients
Sometimes hard to navigate without watching the instructional videos to get you to the right spot
- Secteur d'activité : Ressources humaines
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Keep Documents Together and Secure
Avantages
The ease of adding documents and sharing information with clients that need to see certain things, but not others
Inconvénients
Unable to change some titles of the saved folders
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Canopy has become the centerpiece of our office workflow.
Avantages
The tax representation features have drastically reduced our time required to analyze and respond to IRS issues on behalf of our clients.
Inconvénients
I would like to have more features that allow me to make mass edits or additions to contacts. We have a small practice but over 500 contacts in the software and making changes can be a chore that requires a large time commitment from admin staff.
- 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 a great CRM
Great so far. Makes are office much more efficient.
Avantages
Easy to use, quick, convenient access to client files and folders
Inconvénients
Need a little more training. I think there may be features we are not fully utilizing.
- Secteur d'activité : Immobilier
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant pendant l'essai gratuit
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Review
Avantages
My most favorite about this app was thr documnet management
Inconvénients
I didnt have least favorite. I liked everything.
- 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 experience.
Avantages
Pro:
1- Task for tracking returns
2- Mass emails to email clients or client by their tag
3- Tags for clients so I can group them
Inconvénients
Con
1- Wish there was an option to extend in tasks instead of changing the date and then having to rechange the date when it is rolled to the next year
2- More editing options when you mass email. You can not add photos or change font.
- 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's a great piece of software that is continually striving to be better!
Organization of contacts, data, and sharing of information with clients securely.
Avantages
The ability to organize my contact information and data, as well as share documents with my clients.
Inconvénients
I wish that the document sharing worked more like a dropbox where you could edit the documents and not have to download and then reload. I would also love to see an app on the apple and android platforms.
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Files were in order and easy both for my clients and myself.
Saves time in mailing the documents and Security and storage are very helpful.
Avantages
Avoid emails. Security. Ease of use and user friendly. Helps so much in sending the documents to clients. Avoids repeated requests for the same documents.
Inconvénients
As a first time user, it took some time to get used to the system. Client's invitation expire and keep asking for the invitation again and again.
- Secteur d'activité : Gestion de l'enseignement
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé Autre pendant 6 à 12 mois
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Canopy, communication made easy!
My overall experience using Canopy has been enjoyable and thankful. I enjoy the security it offers in sending and receiving sensitive files. I am able to receive notices from my tax agent in real time and when out tax return was ready we were able to review our return without having to make an appointment with our agent.
Avantages
What I liked most about using Canopy was how easy it was to navigate. It aliviated a lot of the busy work when communicating with our tax agent. We could upload a document immediately or in return revived a document waiting for us.
Inconvénients
There wasn't anything I didn't like or appreciate about using Canopy.
- 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 for allowing your client access
Avantages
The fact that my clients can access their tax returns and other tax forms as often as they like without me having to email to them over and over again.
Inconvénients
Nothing at this time, I have found nothing about the software that I don't really love. My client seem to like the ideal that they can access their document any time the want
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Canopy Review
Avantages
Canopy is a great tax utility for small businesses, it has all of the features that are needed and all of the documents required. Canopy makes organizing tax information with each client easy and all of it is in one place. Canopy promises quite a bit of new features as they update the software.
Inconvénients
One thing that I am concerned about with Canopy is the price, it is pretty expensive to have especially for a small business.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Good, but expecting more
Client Portal should support working with non-local clients.
Avantages
Client portal seems well-integrated and easy to use.
E-mail integration was easy to set up.
Alerts were easy to customize.
Inconvénients
Import was not intuitive.
Portal and client messaging covered in Canopy branding, not my branding.
Tasks and engagements views are limited and not useful. Needs something more Kanban style.
Navigation could be streamlined.
Réponse de Canopy
Paul, thank you for your review of Canopy. We thought we would give you an update on one of our new releases, you can make everything your own brand in Canopy now! If you need help with this please reach out to our customer support team and they can hop on a call with you to help you navigate this new white label feature.
- 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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Pulls internal workflow, documentmanagement and client integration together
Avantages
Creating unique or templated tasks easily, able to change/update on the fly; able to selectively assign documents to clients or users which allows for better security.
Inconvénients
Email integration and templates still could use some work but is good as is.
- Logiciel utilisé toutes les semaines pendant plus d'un an
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The Canopy Software has streamlined and organized my practice. A time saver. Time is money!
Avantages
The software is simple, user friendly, and cloud-based. It combines both practice and process management.
Inconvénients
It would be great if there was a single case offering. That is a cost to use on a case by case basis. Hopefully the developers are considering an App.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les mois pendant plus d'un an
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I like the transcripts, but the CRM is overpriced
Avantages
I think it's great that they offer the transcripts feature for free. It's helped me organize my clients a little bit.
Inconvénients
The CRM is just too cost-prohibitive. There are better options out there for cheaper.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Canopy has enabled us to centralize our client management and greatly improve communication
We have greatly improved our communications and efficiency. If someone is not available, another staff member can go through the client file and answer questions.
Avantages
The ability to have all of the client communications and documents stored in one place. Prior to using Canopy, we had a separate email system, document transfer system, and CRM. Now, they are all integrated and all team members can quickly access them.
Inconvénients
We would really like it to work more from a project planning perspective. It is a little difficult to enter tasks and then use the entries to estimate the amount of time required to complete them.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les mois pendant 6 à 12 mois
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Canopy has saved me time in ease of use in obtaining IRS transcripts.
Time savings.
Avantages
Ability to save my clients power of attorney information so I can just refresh and pull a new transcript.
Inconvénients
Sometimes it's not so user friendly. It's not always easy to perform some functions. I'll add a contact and the transcript pull might not work right away and they don't appear in my client list under transcripts.
- 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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Provenance de l'avis
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Tax Canopy file management
Avantages
The file management offered is excellent! Easy to set up, easy to use, easy to edit files.
Inconvénients
Time reports need to be expanded - cannot get enough detail on basic reports
- Secteur d'activité : Automobile
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Opinião sobre Canopy
Avantages
Interface de usuário fácil de usar e intuitiva, os recursos integrados para analise de dados são bons e compatibilidade com outras plataformas.
Inconvénients
Alguns problemas de desempenho, versões anteriores tiveram problemas de estabilidade e tenho colegas que preferem outras ferramentas e IDEs de programação em python
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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This is a great product!
Avantages
I like the ease of pulling transcripts and the penalty abatement letters templates. The OIC is a very good tool as well. It allows me to input and change items with great ease.
Inconvénients
I wish that there was a way to hide clients name and to search for names without all being listed. Sometimes I might have a client with me that I need Canopy and when I open it there is the list of names! I try to have it open and ready before they come in my office but sometimes that is not always possible.
- Logiciel utilisé toutes les semaines pendant plus d'un an
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I love the program.
The ease of filling the forms and the process of each engagement.
Avantages
The ease of the usage of the program. The appearance of the program. The eagerness of the staff to help you learn.
Inconvénients
Paying for it...lol...I have no cons about the program. I truly love it. I would love to be on the board to make recommendations to the program...since I am a user
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les mois pendant 1 à 5 mois
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Canopy is great!
Really great marketing to get people using the software should help the company grow and stay around longer. Growth will help them have better software!
Avantages
I like canopy as it is easy to learn. The staff at Canopy is amazing...willing to help with anything. Great software, company is really trying to make the tax industry easier for tax professionals like myself.
Inconvénients
I have yet to find something that I didn't like about the software, other than maybe the cost. But the cost is something that as a tax professional you get used to. Every year you have to pay fees to use the newest tax software/update.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé toutes les semaines pendant pendant l'essai gratuit
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Outstanding
Avantages
Such a great company with outstanding services and products! They also offer great education webinars of their company's product.
Inconvénients
Nothing really seen as a cons of Canopy as they are a great company!
- Logiciel utilisé toutes les semaines pendant plus d'un an
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good stuff
Avantages
Its user friendly. Processing forms is very easy. We use the notes sections for communication time lines
Inconvénients
Would be nice to have an app on my Iphone for mobile access. Comes in handy when you're away from your office and don't want to pull out your laptop.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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My experience using Canopy was superior!
On stop shop database and communication source that serves all of my clients. I love being able to provide a private and secure ePortal to my clients!
Avantages
Being able to automate my tax business services, clients create and securely login to their own accounts, and send mass emails with sheer ease!
Inconvénients
Not being able to choose the financial institution/service for customer payments, like PayPal and/or Square.
- Secteur d'activité : Produits alimentaires
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Great software
Easy to use
Avantages
Ease of use and lined up acgording to size
Inconvénients
File categories are a bit unconventional
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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Great software for your tax needs!
Great! I love it so far
Avantages
Canopy is great for all small business needs
Inconvénients
Needs to be more user friendly and tabs have to be clearly assigned
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Software is very easy to use.
The ability to have all information in one place.
Avantages
I love that I can keep all of my clients information in one place and any correspondence is captured, whether it is from me or one of my employees.
Inconvénients
I would like to have the ability to send mass text messages as well as a place to put pictures of my clients and their family members.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé Autre pendant 1 à 5 mois
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Product not yet ready for production.
I was told I could cancel within 30 days and get back my initial deposit. I sent a written cancellation in 20 days and told I would get a phone call. No one to speak to in customer service and I just received a charge for next months service. I think its a real product but smells like a scam.
I just want to cancel and get refunded.
Avantages
I was able to get 1 client report that was well organized. 5 other client attempts failed.
Inconvénients
The program was not consistent in processing transcript requests. Better to do it for free through the IRS with less hassle.
Réponse de Canopy
Hello Emery- We were able to check into your account and it looks like you were refunded. Have you been able to pull any transcripts with our Chrome extension? That should have fixed any bugs you were experiencing. Since Transcripts is free you do still have access to that feature.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les mois pendant 1 à 5 mois
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Penn York Accounting Services Inc
My experience was less than impressive, further I get so many sales calls even after repeatedly I am doing representation with Tax Helper Software
Avantages
Canopy had the capacity of pulling transcripts one at a time, but Tax Helper Software will update all of my clients that have POA over night, 1600 client transcripts are pulled at that time
Inconvénients
Not enough features compared to Tax Helper Software.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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a bit difficult putting it together
A centralized place for tax resolution
Avantages
the ability to pull transcripts without spending time on the IRS website and the CPE courses
Inconvénients
there were aspects of what they offered which had little benefit to me
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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New Customer
I am exceptionally pleased with my use of Canopy software. It has made completing, reviewing, and updating offer in compromises for the IRS easier. I also love the look of the reports produced by the tranacript delivery system.
Avantages
Easy to use.
- 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 Review
Avantages
Time tracking, client management, & notice and letter templates
Inconvénients
That the time tracking and billing cannot connect to my Quickbooks online
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 5 001–10 000 employés
- Logiciel utilisé tous les mois pendant pendant l'essai gratuit
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Canopy Review
It was good
Avantages
I like the flexibility of being able to work with this software from everywhere and the options to pull info from other systems into it
Inconvénients
It was hard to grasp how to send files securely using this software
- Logiciel utilisé tous les mois pendant plus d'un an
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price is great for transcripts
Avantages
very good reports make things very easy to read and to interpret. this software saves a lot of work
Inconvénients
very slow in producing reports from transcripts have called about it but no results. does not come back to say caf is not on file yet
- Secteur d'activité : Art/artisanat
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les mois pendant 1 à 5 mois
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lovely online function for non designer
Avantages
If you don t know anything about design. this software could save you
Inconvénients
as a graphic designer, the functions are not enough for advanced design.
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Gone with the hour long phone calls to the IRS
Ease of retrieval of transcripts from the IRS.
Avantages
I can get IRS transcripts with ease and not have to sit on hold with an IRS agent. It's as simple as get a POA, submit it, make a request for transcripts and a few days later, there they are!
Inconvénients
It can sometimes be difficult to navigate. I find it hard to print transcripts when I want to. But overall, it's somewhat self-explanatory.