Canopy Erfahrungen

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.

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.

Nothing. The interface is messy. Nothing is automated.

This is the messiest software. It is very un-user friendly. It is not automated and requires several manual steps to get to the finish line. Its just not efficient.

Frankly, I purchased Canopy in November of 2019 when I opened up my practice in my home office, and didn't have a full grasp of it as the pandemic hit. 3+ years later - with much of the transition in the last few months - I can't imagine my practice without Canopy. The interface is super user-friendly, there are many options providing the user with a more personalized approach.

Sometimes certain shortcuts aren't available, or the desktop software errors etc. but it's small things and so far I've managed fine; needless to say Canopy is continuously improving so (not a con) once the "Print" or "Save" option directly to Canopy was available and my contacts were set integrated with emails etc. it's been a breeze.

I love that everything is all in one place. Document storage, document sharing with clients, timer, invoicing, reports, task management, procedures (we use sub-tasks to lay out the steps in a task with notes on how to do each step), transcripts etc. I have recently started to use the letter templates to respond to IRS letters and they make my life so much easier. I also really love the client request feature that automatically reminds my client that I am waiting on something.

Small things, like I can lose track of tasks if I fail to assign them to someone. This could be easily avoided by looking at the task list in its entirety, but I find it most useful on a day to day basis to look at only tasks that belong to me, or only tax returns that need to be done, or only tasks that belong to the bookkeeper etc. I have to remember to occasionally look at all the tasks and then I realize that I missed something. I also find that the software is not as keyboard friendly as I would like, I have to do a lot of clicking to accomplish things.

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.

The client portal is what makes this product worth it not having to remind and follow up is a life saver

Sometime the software is glitchy and times out

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!

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.

The document storage and communication tools.

A little pricey for all the bells and whistles.

Client document sharing, client reminders, and client request features

Sometimes it is not the easiest to navigate

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.

I like have a place where clients feel safe with uploading documents that contain personal information like socials and not having to worry about hackers. I also like that clients have access to their documents even if we part ways. Having a secure and encrypted client portal is crucial to tax preparation.

If a client has been with another company that used Canopy and now wants to leave and to to another company who also uses Canopy, they can't without changing their email as that email is tied to the former company and they have to call to have it deleted in order to go forward with the new company. This is not always possible if they left on a bad note. The new company should be able to add and the old company would auto be deleted.

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.

Document sharing, obtaining electronic signatures is simple for us and our clients. Communication tab is also very helpful. This feature keeps communications from clients from getting siloed in individual team member's inbox. Being able to share files with clients and their other trusted advisors is also very helpful. Clients like that they can access data on their computer, their phone or their tablet.

Each module has a separate cost. However, to use certain features you have to have a specific module even if we aren't using all the module features. Also, access cannot currently be given to 3rd parties on a file by file and contact basis. Currently, if we allow access to a client and their advisor to the portal, all files that have access turned on in the portal allow all these parties to view. It would be nice if we could pick and choose which client/important contact has access to which folder. For example, a client would have access to all their tax returns, estimates, and source documents. Their financial advisor could have access to only the tax returns.

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.

Ease of renaming or changing locations of documents.

sometimes you have to refresh to see some folders.

Easy for us to use and for clients to use

ability of customization of task management

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.

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.