Avaliações do Canopy

Interface de usuário fácil de usar e intuitiva, os recursos integrados para analise de dados são bons e compatibilidade com outras plataformas.

Alguns problemas de desempenho, versões anteriores tiveram problemas de estabilidade e tenho colegas que preferem outras ferramentas e IDEs de programação em python

We luckily chose Canopy as our client portal system pre-pandemic. When the shut down occurred, we were ready to continue servicing our clients during this very termultuous time. AS we move forward from the pandemic, our clients have found they like having a single source to share documents virtually. We as a firm continue to develop our skills in Canopy and now use it for engagement letters, tax documents and any communications with our clients

Wish there could be better isolation of reminder emails or emails when a client performs as action.

Customer support. I have questions and suggestions all the time and I love that by using the chat support I get prompt answers and endless follow-up from support staff.

Transferring clients over created several duplicates and ultimately some lost information in the transition.

Most important features are user friendly and easy to share within the own files, company team files and clients' files.When we are importing new zip files with multiple folders, I don't need to create new folders, file names etc. on my Canopy software create and save file where I need to store it.

When the client sharing folder has more documents, I noticed the speed has come down a little slower than normal.

We loved the Emails, Task management & calendar are all in one software.

Canopy DOES NOT have our states so we can't do any returns, We don't like that the clients can't both sign their signature forms if they are married. We also didn't like that In the middle of tax season we had to go back to an old software because the desktop Assistant stopped working on us.

I love the portal and the client/entity set up. I love that everything related to my workflow is in Canopy (except the tax return). It's very nice to have everything in one system.

The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. There are issues when duplicate clients are created and you merge them. If the client was already linked in Canopy, that link is broken and I don't know how to recreate it. I hear that a function to sync specific clients in Canopy is coming soon and that should resolve my issue.

I haven't been able to pull a transcript yet. I keep getting "Pull Failed". I'm not sure if this in an IRS issue or Canopy. Hopefully this can be resolved soon.

As a person that needs everything organized, I am happy to see that Canopy fulfills my OCD.

Takes a too long for the requested changes to take place.

Easy to implement and use. Our clients love it!

The tax organizers are not very robust and cannot be customized.

I love how user friendly it is. I love how easy it has allowed me to automate tasks etc. I can see why other Accountants love it.

I would like to see more restrictions to users. It would also be beneficial to automate some IRS forms. However, I must say that anytime I have contacted TaxDome for a feature that's not available, they offer alternatives. They also have a program where users can request a feature.

I really enjoy the fact that my CRM, billing, and document management is on one platform.

I'm still getting used to the features. I do wish that it had some additional options for payment syncing, link sharing outside of the portal, and the option to add further correspondence to a task.

We have Canopy for our three office accounting firm. The implementation team has been helpful, getting us set up. With thousands of users, this has been a commitment, but we’ll worth it once we get it up and running

Some of the sort features are limiting if you are working with multiple offices. They are working on that.

Canopy put everything in one place for us. The implementation was seamless and clients love it.

QBO integration could be adjusted to not include inactive contacts that are no longer clients. Including these clients creates too much clutter in the software.

I like the client portal because I am able to communicate with the client, request documents from the client, and share documents securely through the portal.

I do not like that the projects regenerate as soon as you indicate that the current project is completed. I would like to be able to specify when a recurring project regenerates. For example, I do not want a tax return project to regenerate and appear on my dashboard as something that needs to be worked on as soon as I finish the tax return project for the current year. It would not need to regenerate until the following year.

I love the client portal as well as the transcript feature. My clients like the ease and security of the portal, and being able keep all their documents in one place is a wonderful feature.

Recently the request transcript tool is not working when trying to request new updated transcripts.

It has been helpful in taking accountability and keeping all documents in one place.

That we did not know enough about how to get the reports we needed to keep up with how many returns we actually got out and how many we still needed. As well having a hard time with digital signatures, clients were not able to get past the security questions which was odd.

Easy to use and use freindiliness. it has a client facing feature.

it is very preliminary. it can grow from basic to more sophisticated for mid tier firms.

Canopy allowed us to flex during the pandemic by offering our clients an easy client portal to use. The clients were able to share their documents for tax preparation. Our firm was then able to upload tax returns for their review. And the e-sign function for the 8879 was amazing. My favorite part is the transcript function to pull clients data from IRS. The transcript report package a professional document to provide to the client that is branded to our firm.

Haven't discovered any cons with the package. They seem to always be one step ahead of my needs.