Wer verwendet Canopy?

Steuerprofis, Buchhalter, Steueranwälte, Makler

Was ist Canopy?

Canopy erstellt Steuersoftwareprodukte mit einem Zweck: um dir das Leben zu erleichtern. Practice Management erhöht deine Workflow-Effizienz und verbessert die Kundenbeziehungen mit einem Kundenportal und einem fortschrittlichen Projektmanagement. Tax Resolution spart dir mit automatisch ausgefüllten Steuerformularen und Fallergebnisassistenten sehr viel Zeit ein. Mit dem Transkript-Tool von Canopy kannst du Steuertranskripte in nur zwei Minuten abrufen. Hole dir die kostenlose Testversion. Es ist keine Kreditkarte erforderlich.

Canopy – Details

Canopy

https://www.canopytax.com/

Gegründet 2013

Canopy – Kostenübersicht

Canopy bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Canopy ist ab 99,00 $/Monat verfügbar.

Startpreis

99,00 $/Monat

Kostenlose Version

Ja

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Training

Live Online

Kundenbetreuung

24/7 (Live Vertreter)

Online

Canopy Funktionen

Buchführungsprogramme
Abrechnung & Rechnungsstellung
Anlagegegenstand-Management
Bestellungen
CPA-Firmen
Fondsrechnung
Forderungen
Gemeinnützige Organisationen
Kontenabgleich
Kostenverfolgung
Lohn- und Gehaltslisten-Management
Projektbuchhaltung
Regierung
Steuermanagement
Compliance-Verfolgung
Dateitypumwandlung
Dateiwiederherstellung
Dokument-Indexierung
Dokumentaufbau
Dokumentenarchivierung
Dokumentenaufbewahrung
Elektronische Unterschrift
Offline-Zugriff
Optische Zeichenerkennung (OCR)
Versionskontrolle
Werkzeuge zur Zusammenarbeit
Aufgabenmanagement
Elektronische Unterschrift
Fernzugriff
Kollaboration
Live-Chat
Meeting-Management
Remote-Support
Softphone
Video-Chat
Webkonferenzen
Zeitzonenverfolgung
Überwachung von Mitarbeiteraktivitäten
Agile Methodiken
Anpassbare Vorlagen
Budgetmanagement
Gantt-Diagramme
Ideenmanagement
Kanban-Tafel
Kundenportal
Meilensteinverfolgung
Portfoliomanagement
Ressourcenmanagement
Traditionelle Methodiken
Verfolgung der Kosten bis zur Fertigstellung
Werkzeuge zur Zusammenarbeit
Zeit & Kosten Verfolgung
Abrechnungsportal
Anpassbare Rechnungen
Kontakt-Datenbank
Kontingenz-Abrechnung
Mahnwesen-Management
Mehrere Währungen
Mobile Zahlungen
Online-Abrechnung
Online-Zahlungen
Projekt-Abrechnung
Steuer-Rechner
Stündliche Fakturierung
Wiederkehrende Zahlungen / Abonnement-Abrechnung
Zahlungsabwicklung
Abrechnung & Rechnungsstellung
Dokumentenmanagement
Fälligkeits-Tracking
Für CPA-Firmen
Genehmigungs-Workflow
Kundenmanagement
Kundenportal
Mitarbeiter-Management
Projektmanagement
Zeitverfolgung
Abrechnung & Rechnungsstellung
Dokumentenmanagement
Fälligkeits-Tracking
Kontrolle des Genehmigungsprozesses
Kundenmanagement
Kundenportal
Steuererklärungen
Steuererklärungs-Formular
Szenarioplanung
Workflow-Management

Canopy – Nutzerbewertungen

Zeigt 5 von 92 Nutzerbewertungen

Gesamt
4,5/5
Benutzerfreundlichkeit
4,4/5
Kundenservice
4,5/5
Funktionen
4,3/5
Preis-Leistungs-Verhältnis
4,1/5
Danny N.
Owner
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 27.4.2018

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

Kommentare: Improved practice management and time management. As well as a simple way for clients to securely share their files with me.

Vorteile: 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.

Nachteile: 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,

  • Quelle des Nutzers 
  • Bewertet am 27.4.2018
Elisabeth G.
CEO
Buchhaltung, Selbstständig
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 30.5.2018

"I have had an outstanding experience with Canopy!"

Kommentare: 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.

  • Quelle des Nutzers 
  • Bewertet am 30.5.2018
Dustin J.
District Manager
Konsumgüter, 501-1.000 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    3/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    1/5
  • Kundenbetreuung
    1/5
  • Preis-Leistungs-Verhältnis
    1/5
  • Wahrscheinlichkeit der Weiterempfehlung
    0/10
  • Quelle des Nutzers 
  • Bewertet am 2.1.2020

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

Kommentare: 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.

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

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 2.1.2020
Jennifer M.
Office Manager
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    3/5
  • Preis-Leistungs-Verhältnis
    1/5
  • Wahrscheinlichkeit der Weiterempfehlung
    1/10
  • Quelle des Nutzers 
  • Bewertet am 24.3.2020

"Canopy Program Is it worth the money"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 24.3.2020
Julie L.
Accountant Representing
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    3/5
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Bewertet am 10.4.2018

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

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

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 10.4.2018