Canopy Reviews

Integrated Form population - detailed client survey - transcript reports - assistant for innocent spouse and penalty abatement

no chronological record per client to record calls and history of actions taken - no integrated calendar per user per client integrated to a record showing actions taken - email is not very functional or user-friendly at this point.

Canopy allowed us to grow our client base without having to add additional personnel. using canopy tasks to track where the team members are, and to take notes, and hold communications (emails) we can assist each other when answering client questions. This way clients aren't playing phone tag with one individual. The file storage with client portal allows the clients to access their documentation 24/7/365 eliminating the need to email documents back and forth.

Unfortunately Canopy does not sync with QuickBooks desktop.

The whole "pull transcripts" thing used to be a draw, but it's really not that unique once you've been in the tax business. It doesn't take that much work to pull transcripts and figure out what's going on with them the 'old-fashioned way'.

Terrible support. Refusal to update and improve software even with known bugs and issues. Not compatible with all screen sizes and they make you do workarounds. Broken buttons/links inside the user navigation. Can't refund through the app.

Canopy is a great tool for all-in-one tracking of client relations, tasking, workflow, and running a CPA firm. I loved being able to go straight to the client home page and having access to all of the client information. Contact information, notes, tasks, important contacts related to the client, recent files, engagements - all of the information right there! Fantastic. Then I can drill down under communications to all of the client emails and correspondence with the client. Tax organizers are accessible from there too. All the information in one location! The fact that I could request an IRS transcript through Canopy for clients was amazing.

I didn't use the online payment system since I used another system to payments. I wasn't a fan of the pricing plan but it still was comparable with other vendors. Overall there wasn't much about Canopy that I didn't like.

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.

The product is simple to use. However, Canopy likes to make changes to items that do not need any changes. In doing so, they break their own system for several days and the new function isn't worth the hassle. Transcripts are now significantly more complicated and time-consuming to get to.

The fact that the backend team decides to make changes as to what they think is best for the client. Most of their changes do not have any positive effect on how we operate the practice and only make things more challenging and frustrating to use.

Canopy makes it easy to securly share tax sensitive documents with clients.

Getting transcripts from the IRS using Canopy can be a challenge.

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.

It's so easy to use, the interface is so slick and powerfull.

The price point is not for small tax practices just starting to build their portfolio on tax resolution

I love the project management aspect and the all of the templates. Recurring task and notifications. Email capability.

I would love to see templates for e-signature email notifications, ability to turn on and off different payment methods

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.

Canopy Software is a powerful and user-friendly CRM (customer relationship management) platform that helps businesses manage their customer interactions and sales processes. I've had the pleasure of using Canopy Software and would like to share my overall experience with the platform.Pros:Easy to use: Canopy Software has a user-friendly interface that is easy to navigate, even for users with little to no experience with CRM software.Customizable: The platform allows for customization of the sales pipeline and other processes to fit the specific needs of each business.Automation: Canopy Software offers a wide range of automation options, such as automated email campaigns, which can save businesses a lot of time.Integrations: Canopy Software seamlessly integrates with other popular business tools like Google Calendar, MailChimp, and Slack.Reporting: The platform provides detailed reports on sales performance and customer interactions, which allows businesses to make data-driven decisions.

Cons:Limited customization of the interface, the design of the platform can't be changed.Price could be a problem for some small businesses, but it is worth the investment.

I had been looking for a simple accounting solution to help me manage my clients' invoices, and discovered this product. It is simple, easy to use, and has a ton of features. Within a few months, I was able to set up my clients' invoices in a matter of minutes, and start using it. I also turned it into a project management tool.

Canopy has proven to be a robust and reliable solution that has helped streamline our document management processes, and it works well with our accounting software. The interface is very easy to use, the adaptation time to the software is very short, and it worked smoothly.

We switched from Office Tools to Canopy over 2 years ago. The implementation and data transfer was almost seamless. The mobile app and client portal have been invaluable to our client base. We were implementing Canopy before COVID so when the shut downs hit we were already ahead of the game for being digital for everything with a portal and app that worked and was easy for our client base to use.

I wish the reporting was more accurate so our utilization rates were a better reflection. It would nice to customize reports for what the firm values with certain items.

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.

The better-than-bank security made the choice a no-brainer.

The instant access to files that a Client uploaded wasted precious seconds every time I accessed a Client's folder.

When my client's upload documents to the portal, Canopy lists that activity, I click on it, and I am able to take action on it right away.

I would like to be able to adjust the timekeeper when I start it or while it is running.

Canopy is great to use to keep client information safe and secure. With such advancements in technology, it is imperative to have a platform like this where the information can be conveniently accessed by both the users and clients, active or archived... it's just great.

No difficulty at all... I just wish all clients will utilize this platform... I may have to require them to do so!

The document storage and communication tools.

A little pricey for all the bells and whistles.

Ease of use make it so it does not take alot of time to set up and follow

Not always designed to assist tax resolution out side norm

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.

Pulling IRS transcripts using this software is a dream. When you get transcripts through the IRS website you have to pull them one at a time, and if they aren't ready yet you have to repeat this process everyday. With Canopy, you enter the taxpayer's information and then all you have to do to refresh the information is click the refresh button. So much easier to use! Plus you can setup multiple client at one time and let the software run in the background until it has checked them all with the IRS, meanwhile you can move on to other work.

It would be easier if you didn't have to reestablish the link to the IRS everyday, and wait for the IRS code to come through. However, for security reason I understand why this is necessary.

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.

My clients enjoy the portal and state it is very user-friendly and easy to navigate. I also enjoy the transcript service as it makes pulling new transcripts very fast.

I wish the software allowed for integration with Outlook. I would like to be able to send an email through Outlook and have the email automatically posted to my client's account. I use the software for case management so this is necessary to outline steps in the case so I do a lot of copy and pasting.

I love that is product is a one stop area for many of my daily management duties. I can see what tasks my team members have been assigned and how far along they are in the processes.

I would like a couple of reports to have more customization. The ability to place signature fields and check boxes on PDFs would be great.