Canopy Funktionen, Bewertungen & Alternativen

Canopy

Tax resolution & practice management

4.6/5 (77 Bewertungen)

Canopy Übersicht

Canopy is an all-in-one tax resolution and practice management platform that helps accountants, tax professionals and tax attorneys manage their practice, collaborate with their team and clients, and streamline tax engagements. The solution helps users stay organized with tasks, create customized workflows, and handle client billing and invoicing.

Canopy’s client management features allow users to securely upload and store documents of virtually any file type, as well as track clients, tasks, surveys and notes in a centralized location. An easy-to-digest roadmap helps keep track of cases and engagements by displaying progress charts, survey statuses and relevant deadlines.

Tax resolution analytics help determine the best course of action by manipulating numbers to test and compare potential outcomes. Canopy notifies users of relevant information that could affect their client’s case, such as if an amount claimed exceeds IRS standards. IRS form surveys intuitively offer only the questions that are relevant to the client and case, including smart auto-population features.

Canopy quickly retrieves transcripts from the IRS, and breaks them down into easy-to-understand reports and documents such as account overview, wage and income, CSED calculations, and more. Users are able to send their clients an invite to their own portal, where they can log in to fill out surveys, see progress, upload and exchange files, pay invoices, and more.

Preis

Beginnt ab
$99/Monat
Preisoptionen
Kostenlose Testversion
Abonnement
Preis-Leistungs-Verhältnis

Geräte

Unternehmensgröße

K
M
G

Märkte

Vereinigte Staaten von Amerika

Unterstützte Sprachen

Englisch

Canopy Bewertungen

Gesamtbewertung
4.6/5
95% Positive Bewertungen
55
Ausgezeichnet
18
Sehr gut
2
Durchschnitt
1
Gering
1
Schlecht
Mit Google übersetzen

Outstanding software that keeps getting better and better!

Täglich für 6-12 Monate genutzt
Bewertet am 9.3.2018
Quelle der Bewertung: Capterra

It's an excellent client database and portal.

Vorteile

Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Clients love that they have 24/7 access to their files. We have saved on paper and toner costs. Having all our client information in one place is incredibly valuable. Engagements keep you focused on what you need to do and makes things less likely to fall through the cracks. The integration with gmail makes tracking/finding email conversations easy! Absolutely can't imagine not having this software.

Nachteile

There are only a few minor issues that I know Canopy will fix as they learn from their customers. I can make suggestions and I know that they will address these requests in future versions of the software:
1. Mobile Access is not perfect. An app would be great. Some screens just don't show up on my iPhone.
2. Tasks take way too long to create. I think it could be easier to create tasks.
3. Inability to print notes
4. Search engine is limited. It would be better to be able to search for partial names. Currently you need to really know the name of the person you are looking for. I have a business client who I can't search for the name of his business or DBA.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Mit Google übersetzen

We all love the program! It has kept us better organized! It's so easy to use!

Täglich für 6-12 Monate genutzt
Bewertet am 4.4.2018
Quelle der Bewertung: Capterra

Canopy is easy and secure program to use to communicate with our clients. The uploading, tasks and engagement feature is used on a daily base in our office. I also, like the fact that we upload files in Canopy and make them visible or non-visible to our clients.

Vorteile

It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The visible and not visible feature for files is a great feature because they are certain documents that the client doesn't need to see but are important for internal use. The task feature keeps us organized and we know exactly the status of each client. We are still learning Canopy capabilities and features.

Nachteile

Be able to move files from one client portal to another. We numerous clients whom keep uploading to the wrong portal because they have access to their individual and entity. I spend a lot of time downloading each file, saving it to me desktop and then dragging it over to the proper client portal. Not being able to delete a task from the client portal. If two people are in the same client portal and someone deletes and uploads a document we noticed that the client portal gets all discombobulated. Being able to print from the engagement feature conversations or files that were either uploaded from the client.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Mit Google übersetzen

I have had an outstanding experience with Canopy!

Täglich für 6-12 Monate genutzt
Bewertet am 30.5.2018
Quelle der Bewertung: Capterra

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.

Vorteile

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!

Nachteile

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

9.0/10
Mit Google übersetzen

I have had a good experience using Canopy. The website functionality has been very good.

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 5.4.2018
Quelle der Bewertung: Capterra

Vorteile

I like the ability to produce documents that are ready to deliver to clients or the IRS once I have completed the required forms. Additionally, I like the ability to make changes without having to reproduce documents. The link that can be sent directly to clients for data input has been very helpful. Having tax transcripts that are readily accessible on my desktop is a very important feature.

Nachteile

I think that the software should include a feature that will allow you download transcripts overnight. I think the software would be enhanced if some of the additional features that follow are included in the software: Case Diagnostics, Fee Calculator, Searchable IRS Manual and IRS Contact List. It would be very helpful if other users within the same office could utilize Canopy at some add on rate or multiple user environment. Some of the tax resolution practitioners are part of small office environments. It would be good to have a product that could better fit the needs of the smaller office environments. T

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Mit Google übersetzen

Canopy has simplified the resolution process saving me time.

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 24.5.2018
Quelle der Bewertung: Capterra

This product is necessary for me on a daily basis. I benefit from many of it's features.

Vorteile

The three areas that I use the most are the 433A, OIC and quick access to transcripts. The combination of these three functions allows me to quickly evaluate a clients resolution options. This also creates for me an overview allowing me to better focus on what I need to so that I can more quickly get a handle on the problem and address it with both the IRS and the client.

Nachteile

When I first learned about Canopy my understanding was that they were specializing in "tax resolution" and concentrating on that area. It appears that they are now broadening their market. I understand why they would want to do this but often newer businesses start to expand or move away from what they did best and water down or slow developing their original product. I fear that Canopy is doing just that and there original product will suffer.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

9.0/10

Canopy Preis

Beginnt ab
$99/Monat
Preisoptionen
Kostenlose Testversion
Abonnement
Preis-Leistungs-Verhältnis

Practice Management: $50 per month per user (or $420 paid annually)

Tax Resolution: $150 per month per user (or $1380 paid annually) *includes Practice Management

Billing & Invoicing: (optional add-on) +$15 per month per user (or +$180 paid annually)

Canopy Funktionen

  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Automatische Benachrichtigungen
  • Erhalten
  • Rechnungsmanagement
  • Rechnungsverarbeitung

  • API
  • Anpassbare Berichterstellung
  • Automatische Erinnerungen
  • Berichterstattung und Statistik
  • Daten-Import / -Export
  • Echtzeit-Daten
  • Elektronische Zahlungen
  • Finanzanalyse
  • Integration in die Buchhaltung
  • Integration von Dritten
  • Kostenverfolgung
  • Mehrere Währungen
  • Rechnungsführung
  • Wirtschaftsprüfung

Zusätzliche Informationen für Canopy

Schlüssel-Features von Canopy

  • Activity dashboard
  • Add collaborators / collaboration
  • Assign tasks
  • Auto-populated IRS forms
  • Automatic to-do lists
  • Billing & invoicing
  • CSED calculations
  • Client management
  • Client portals
  • Cloud storage
  • Custom service workflows
  • Custom service workflows
  • Custom templates
  • Deadlines
  • Eligibility
  • Engagement tracking
  • Forms
  • IRS form auto-population
  • IRS standards
  • Instant transcript delivery
  • Notifications
  • Online payments
  • Penalty abatement
  • Practice management
  • Progress charts
  • Progress tracking
  • Recommendations and resources
  • Reports and documents
  • Share responsibilities
  • Surveys & survey status
  • Task workflow creation
  • Tax management
  • Tax resolution
  • Tax resolution analytics
  • Timelines
  • Track engagements
  • Transcript delivery & reporting
  • Various file types
  • Versioning
  • Year and section filters

Vorteile

  • Canopy helps save time on redundancies with online client surveys, auto-populated IRS forms, smart tax analytics, and a dynamic client portal.

  • Timelines help users and teams keep track of what every user has done for each case and when, eliminating confusion and increasing transparency within the practice.

  • Canopy users are able to skip through reports quickly using year and section filters, as well as save each version with the date for quick reference.

  • The solution allows users to create custom service workflows that can be applied to clients, and have all relevant tasks added automatically.

  • Users can create professional invoices and deliver them to their clients' email inbox, receive payments online, as well as follow up on any overdue payments.

  • Canopy Häufig gestellte Fragen

    Weiter unter folgen häufig gestellte Fragen über Canopy.

    F. Welche Preispläne bietet Canopy an?

    Canopy bietet folgende Kostenpläne an:

    Beginnt ab: $99/Monat

    Preismodell: Abonnement

    Kostenlose Testversion: Verfügbar

    Practice Management: $50 per month per user (or $420 paid annually)

    Tax Resolution: $150 per month per user (or $1380 paid annually) *includes Practice Management

    Billing & Invoicing: (optional add-on) +$15 per month per user (or +$180 paid annually)

    F. Was sind die Hauptfunktionen von Canopy?

    Canopy bietet die folgenden Funktionen:

    • Activity dashboard
    • Add collaborators / collaboration
    • Assign tasks
    • Auto-populated IRS forms
    • Automatic to-do lists
    • Billing & invoicing
    • CSED calculations
    • Client management
    • Client portals
    • Cloud storage
    • Custom service workflows
    • Custom service workflows
    • Custom templates
    • Deadlines
    • Eligibility
    • Engagement tracking
    • Forms
    • IRS form auto-population
    • IRS standards
    • Instant transcript delivery
    • Notifications
    • Online payments
    • Penalty abatement
    • Practice management
    • Progress charts
    • Progress tracking
    • Recommendations and resources
    • Reports and documents
    • Share responsibilities
    • Surveys & survey status
    • Task workflow creation
    • Tax management
    • Tax resolution
    • Tax resolution analytics
    • Timelines
    • Track engagements
    • Transcript delivery & reporting
    • Various file types
    • Versioning
    • Year and section filters

    F. Wer sind die typischen Nutzer von Canopy?

    Canopy hat die folgenden typischen Kunden:

    Großunternehmen, Mittlere Unternehmen, Kleine Unternehmen

    F: Welche Sprachen werden von Canopy unterstützt?

    Canopy unterstützt die folgenden Sprachen:

    Englisch

    F. Welche Preispläne bietet Canopy an?

    Canopy hat folgende Preismodelle:

    Abonnement

    F. Unterstützt Canopy mobile Geräte?

    Wir haben keine Informationen darüber, welche Geräte Canopy unterstützt

    F. Mit welchen anderen Applikationen integriert Canopy?

    Wir haben keine Informationen darüber, welche Integrationen Canopy hat

    F. Welche Varianten der Kundenbetreuung bietet Canopy an?

    Canopy bietet folgende Optionen für Kundensupport:

    Online-Support, Telefon-Support