Wat is Canopy?

Canopy maakt belastingsoftwareproducten met één doel: het fiscale leven gemakkelijker te maken. Praktijkbeheer verhoogt je workflow-efficiëntie en verbetert tegelijkertijd de klantrelaties met behulp van een klantportaal en geavanceerd projectmanagement. Belastingresolutie bespaart je uren op elke zaak met automatisch ingevulde IRS-formulieren en assistenten voor zaakuitkomsten. Met de transcriptietool van Canopy kun je binnen twee minuten IRS-transcripties ophalen. Probeer het uit met een gratis proefversie (geen creditcard vereist).

Wie gebruikt Canopy?

Belastingadviseurs, accountants, belastingadvocaten, ingeschreven medewerkers

Canopy Software - 1 Canopy Software - 2 Canopy Software - 3 Canopy Software - 4 Canopy Software - 5

Twijfels over Canopy?
Vergelijk met een populair alternatief

Canopy

4,5 (215)
Canopy
Niet beschikbaar in jouw land
US$ 40,00
maand
Gratis versie
Gratis proefversie
120
14
4,5 (215)
4,2 (215)
4,5 (215)
VS.
Beginprijs
Prijsopties
Functies
Integraties
Gebruiksgemak
Waar voor je geld
Klantenservice
US$ 45,00
maand
Gratis versie
Gratis proefversie
23
5
4,7 (52)
4,6 (52)
4,9 (52)
Waarom krijg ik dit te zien?

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Reviews over Canopy

Gemiddelde score

In totaal
4,5
Gebruiksgemak
4,5
Klantenservice
4,5
Functies
4,3
Waar voor je geld
4,2

Reviews op basis van bedrijfsgrootte (werknemers)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Danny
Danny
Owner in VS
Geverifieerde LinkedIn-gebruiker
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

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

5,0 5 jaar geleden

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

Pluspunten:

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.

Minpunten:

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,

Brian
CPA in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Overwogen alternatieven:

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

5,0 vorige maand Nieuw

Pluspunten:

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.

Minpunten:

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!

Audrey
PRACTICE MANAGER in VS
Administratie, 11-50 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

This is the worst software! Buyers beware!

1,0 2 weken geleden Nieuw

Opmerkingen: Onboarding was a nightmare. Total waste of money with very little communication with teh onboarding team.

Pluspunten:

Nothing. The interface is messy. Nothing is automated.

Minpunten:

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.

Erica
Payroll Manager in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Overwogen alternatieven:

Best Software We've Found!

5,0 4 weken geleden Nieuw

Opmerkingen: I've had nothing but good experiences with Canopy. The transition and set up was pretty easy, the support has always been helpful, it's easy to use and even our clients have mentioned liking the client portal much more compared to previous software we've used.

Pluspunten:

It's easy to use and I love that it's continually updated and improved upon. Suggestions are actually considered and implemented which shows that they really care about providing the best product.

Minpunten:

I really don't have much to complain about but one thing that would be helpful is being able to automate due dates to avoid weekends or holidays if they're on a semi-monthly schedule.

Shelley
Enrolled Agent in VS
Rechtspraktijk, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Overwogen alternatieven:

Best Tax Resolution Software Out There!

5,0 2 maanden geleden Nieuw

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.