Wie gebruikt Canopy?

Belastingadviseurs, accountants, belastingadvocaten, ingeschreven medewerkers

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).

Canopy - Details

Canopy

https://www.canopytax.com/

Opgericht in 2013

Canopy - Prijsoverzicht

Canopy heeft een gratis versie en biedt een gratis proefperiode. Canopy betaalde versie vanaf US$ 99,00/maand.

Beginprijs

US$ 99,00/maand

Gratis versie

Ja

Gratis proef

Ja

Implementatie

Cloud, SaaS, Web

Training

Live online

Ondersteuning

24/7 (contact met medewerker)

Online

Functies van Canopy

Aangifte software
Belastingaangifte
Belastingformulieren
Bijhouden van vervaldatums
Controle van goedkeuringsbeheer
Documentbeheer
Factureren
Klantenbeheer
Klantenportal
Scenarioplanning
Workflowbeheer
Accountancybedrijven
Beheer van vaste activa
Belastingbeheer
Debiteuren
Factureren
Fondsadministratie
Inkooporders
Nonprofits
Onkosten bijhouden
Overheidsinstellingen
Payrollbeheer
Projectadministratie
Toetsing van bankgegevens
Bestandsherstel
Bestandstypen converteren
Compliance bijhouden
Documenten archiveren
Documenten bewaren
Documenten indexeren
Documenten samenstellen
Elektronische handtekening
Offline toegang
Optische lezers (OCR)
Samenwerkingstools
Versiebheer
Aanmaningsbeheer
Aanpasbare facturen
Belastingcalculator
Betalingen verwerken
Contactendatabase
Factureren per uur
Facturering op terugkerende basis en op abonnementbasis
Facturering van onvoorziene gevallen
Factureringsportal
Meerdere valuta's
Mobiele betalingen
Online betalingen
Online facturering
Projectfacturering
Aanpasbare sjablonen
Agile-methodiek
Budgetbeheer
Gantt-grafieken
Ideeënbeheer
Kanban-bord
Klantenportal
Kosten van voltooiing bijhouden
Mijlpalen bijhouden
Portefeuillebeheer
Resourcebeheer
Samenwerkingstools
Tijd en onkosten bijhouden
Traditionele methodologieën
Bijhouden van vervaldatums
Documentbeheer
Factureren
Goedkeuringswerkstroom
Klantenbeheer
Klantenportal
Personeelsbeheer
Projectbeheer
Tijd bijhouden
Voor accountancybedrijven
Activiteiten van werknemers monitoren
Beheer van vergaderingen
Elektronische handtekening
Externe ondersteuning
Externe toegang
Live chatten
Samenwerking
Softphone
Taakbeheer
Tijdzones bijhouden
Videochat
Webvergaderen

Reviews van Canopy

5 van 92 reviews worden weergegeven

In totaal
4,5/5
Gebruiksgemak
4,4/5
Klantenservice
4,5/5
Functies
4,3/5
Waar voor je geld
4,1/5
Danny N.
Owner
Heeft de software gebruikt voor: 1+ jaar
  • Totaalscore
    5/5
  • Gebruiksgemak
    5/5
  • Functies en functionaliteit
    4/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    9/10
  • Bron van de reviewer 
  • Beoordeeld op 27-4-2018

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

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,

  • Bron van de reviewer 
  • Beoordeeld op 27-4-2018
Elisabeth G.
CEO
Administratie, Zelfstandig ondernemer
Heeft de software gebruikt voor: 6-12 maanden
  • Totaalscore
    4/5
  • Gebruiksgemak
    4/5
  • Functies en functionaliteit
    4/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    4/5
  • Waarschijnlijkheid van aanbeveling
    9/10
  • Bron van de reviewer 
  • Beoordeeld op 30-5-2018

"I have had an outstanding experience with Canopy!"

Opmerkingen: 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.

Pluspunten: 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!

Minpunten: 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.

  • Bron van de reviewer 
  • Beoordeeld op 30-5-2018
Dustin J.
District Manager
Consumentengoederen, 501-1.000 werknemers
Heeft de software gebruikt voor: 1-5 maanden
  • Totaalscore
    3/5
  • Gebruiksgemak
    3/5
  • Functies en functionaliteit
    1/5
  • Klantenondersteuning
    1/5
  • Waar voor je geld
    1/5
  • Waarschijnlijkheid van aanbeveling
    0/10
  • Bron van de reviewer 
  • Beoordeeld op 2-1-2020

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

Opmerkingen: 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.

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

Minpunten: 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.

  • Bron van de reviewer 
  • Beoordeeld op 2-1-2020
Jennifer M.
Office Manager
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
  • Totaalscore
    4/5
  • Gebruiksgemak
    3/5
  • Functies en functionaliteit
    3/5
  • Klantenondersteuning
    3/5
  • Waar voor je geld
    1/5
  • Waarschijnlijkheid van aanbeveling
    1/10
  • Bron van de reviewer 
  • Beoordeeld op 24-3-2020

"Canopy Program Is it worth the money"

Opmerkingen: 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.

Pluspunten: 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.

Minpunten: 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.

  • Bron van de reviewer 
  • Beoordeeld op 24-3-2020
Julie L.
Accountant Representing
Heeft de software gebruikt voor: 1+ jaar
  • Totaalscore
    5/5
  • Gebruiksgemak
    4/5
  • Functies en functionaliteit
    4/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    3/5
  • Waarschijnlijkheid van aanbeveling
    8/10
  • Bron van de reviewer 
  • Beoordeeld op 10-4-2018

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

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

Pluspunten: 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.

Minpunten: 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.

  • Bron van de reviewer 
  • Beoordeeld op 10-4-2018