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Cos'è Canopy?

Canopy crea prodotti software per la gestione delle imposte con un unico scopo: semplificare la vita fiscale. Practice Management aumenta l'efficienza del flusso di lavoro migliorando al contempo le relazioni con i clienti, grazie a un portale client e alla gestione avanzata dei progetti. Tax Resolution consente di risparmiare ore su ogni caso con moduli IRS compilati automaticamente e assistenti sui casi. Lo strumento Transcripts di Canopy consente di estrarre le trascrizioni IRS in meno di due minuti. Fai una test con la versione di prova gratuita (non è richiesta la carta di credito).

Chi utilizza Canopy?

Professionisti del settore fiscale, commercialisti, avvocati, agenti autorizzati.

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

Hai dubbi su Canopy? Confrontalo con una delle alternative più popolari

Canopy

Canopy

4,5 (221)
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Le barre verdi mostrano il prodotto con il risultato migliore in base alla valutazione media e al numero di recensioni.

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Recensioni su Canopy

Punteggio medio

Nel complesso
4,5
Facilità d'uso
4,5
Servizio clienti
4,4
Caratteristiche
4,3
Rapporto qualità-prezzo
4,2

Recensioni per dimensioni dell'azienda (numero di dipendenti)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Trova recensioni per valutazione

5
66%
4
27%
3
2%
2
2%
1
3%
Steven R
Steven R
Director of Business Engagement (USA)
Utente LinkedIn Verificato
Contabilità, 2-10 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Alternative considerate:

"The future is now!"

5,0 3 anni fa

Commenti: Saves us time with client and task tracking. No more chasing spreadsheets and lists.

Aspetti positivi:

Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files. Endless opportunities due to constant upgrades and add-ons. We are currently migrating our entire firm onto the platform and utilizing the client portal feature to exchange information and save on printing, customer requests and storage options. Most impressive is their constant interaction asking how they can improve and getting feedback on new features.

Aspetti negativi:

I really don't have any dislikes, and if something is a little clunky with a layout or usability they are usually upgrading or fixing it. I'm excited to see tax software so I guess I dislike not having it? The tax software would plug another hole and add well to the transcript and tax form resolution features.

Juventino
Juventino
Owner (USA)
Utente LinkedIn Verificato
Contabilità, Lavoratore autonomo
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Good software with strong features and lots of promise at a pricey point.

4,0 2 anni fa

Commenti: My overall experience with Canopy has been a good one thus far. Even though I bitch about the cost l, I continue to stay because of the ease of use, simplicity for my clients, and automation I’ve created within my tech stack.

Aspetti positivi:

The best feature is the client portal and mobile app. It has been a business transformation blessing from way before COVID was ever a thing. I remember way back in 2017 when the mobile app was nearly launching how it revolutionized the way my clients do business with me. This is what has kept me on Canopy in spite of the price hikes.

Aspetti negativi:

Canopy recently has changed their pricing model and I don’t like it because it increases the barriers to tax professional adoption. There are other titles out there who bring good feature sets and a much lower price point and has given me reason to start shopping elsewhere. What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my clients that I virtually moved virtual offices, and avoiding the headaches of all the client questions that would ensue.

Dustin
Dustin
District Manager (USA)
Utente LinkedIn Verificato
Beni di consumo, 501-1.000 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

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

3,0 4 anni fa

Commenti: 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.

Aspetti positivi:

The software is cloud based and therefore easy to access.

Aspetti negativi:

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.

Erica
Payroll Manager (USA)
Contabilità, 2-10 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Alternative considerate:

Best Software We've Found!

5,0 anno scorso

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Brian
CPA (USA)
Contabilità, 2-10 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Alternative considerate:

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

5,0 anno scorso

Aspetti positivi:

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.

Aspetti negativi:

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!