Canopy Reviews

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.

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,

Overall functionality and ease of navigation. Bonus points for cool GUI and branding. The Customer Support staff is absolutely outstanding.

The billing section needs a lot of work. Need to be able to automatically run batches of clients on a monthly basis. I know this is being addressed but it's still an issue for us.

I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.

There's really nothing to dislike about this software. It does what it says it will do and it saves me time.

The software is cloud based and therefore easy to access.

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.

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.

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.

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.

This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.

Not so much a con, as much as anticipation for all the new options that are coming. They promised state forms when I bought and they delivered. I know when they say new options will be available, they will be delivered. Great upstart!

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.

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.

The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.

Cannot identify a spouse as an interested party - which is helpful with kids' portal when the entire family has to file separate returns.

I use this product to communicate with clients, organize files, manage time. Great for client to go to their portal and access files without having to communicate with my company

The mobile compatibility not efficient. No app. Mobile and iPod web is not ease to use. Needs to be more convenient for my clients and myself on the go.

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.

It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The visible and not visible feature for files is a great feature because they are certain documents that the client doesn't need to see but are important for internal use. The task feature keeps us organized and we know exactly the status of each client. We are still learning Canopy capabilities and features.

Be able to move files from one client portal to another. We numerous clients whom keep uploading to the wrong portal because they have access to their individual and entity. I spend a lot of time downloading each file, saving it to me desktop and then dragging it over to the proper client portal. Not being able to delete a task from the client portal. If two people are in the same client portal and someone deletes and uploads a document we noticed that the client portal gets all discombobulated. Being able to print from the engagement feature conversations or files that were either uploaded from the client.

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!

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.

I like the ability to produce documents that are ready to deliver to clients or the IRS once I have completed the required forms. Additionally, I like the ability to make changes without having to reproduce documents. The link that can be sent directly to clients for data input has been very helpful. Having tax transcripts that are readily accessible on my desktop is a very important feature.

I think that the software should include a feature that will allow you download transcripts overnight. I think the software would be enhanced if some of the additional features that follow are included in the software: Case Diagnostics, Fee Calculator, Searchable IRS Manual and IRS Contact List. It would be very helpful if other users within the same office could utilize Canopy at some add on rate or multiple user environment. Some of the tax resolution practitioners are part of small office environments. It would be good to have a product that could better fit the needs of the smaller office environments. T

The three areas that I use the most are the 433A, OIC and quick access to transcripts. The combination of these three functions allows me to quickly evaluate a clients resolution options. This also creates for me an overview allowing me to better focus on what I need to so that I can more quickly get a handle on the problem and address it with both the IRS and the client.

When I first learned about Canopy my understanding was that they were specializing in "tax resolution" and concentrating on that area. It appears that they are now broadening their market. I understand why they would want to do this but often newer businesses start to expand or move away from what they did best and water down or slow developing their original product. I fear that Canopy is doing just that and there original product will suffer.

Does many things very well. Love the e-sign option. Love the enhanced search by phone and email, billing has been very helpful, wonderful team, love this is cloud based.

Canopy undertakes a huge responsibility in providing so much for its users. However, there is some room for improvement. The transcripts are not reliable; the email feature doens't always stay connected and isn't reliable,mobile usage is hard for practitioner and client. Many things have been greatly improved upon. I would love to be able to brand my invoices with color and logo. How can we get clien'ts to sign in sometimes they never sign in and that a shame.

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.

I love the communication feature that connects everyone's correspondence with all clients. That has deemed to be more useful than I originally thought. Also, being able to store information on all of our clients in one easy to use place has been great. The client portal is amazing and easy to use.

When trying to complete things it will often have apologetic issues, like "sorry we are having trouble at the moment". Tasks should work more like engagements. Also, the alphabetic order of things is not exactly alphabetic and no one can seem to make sense of that for me but as our cient list grew the search tool is now the go-to for finding clients so it doesn't cause much of a hassle it is just a little odd.

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.

It is project oriented, easy to learn,and meets many relevant needs as a tax professional. It is also constantly evolving.

I can't find a fault. It is great and I highly recommend its use as a tax professional. Initially phone support was limited but that has since changed. I have been able to get live assistance every time I have called in the past 6 months or so and they are very helpful and professional.

It has contact info on all people we do business with (clients, vendors, employees, etc). It allows us to store and org files in an easy to use format.

Setting up engagements, tasks and calendar/communications has been unusable for me; too disjointed from the hectic reality I deal with; though if it could be streamlined and integrated with the rest of my digital life, I would use these features! Specifically, we use a specific app for billings; would prefer to keep to that, but have Canopy pull the info from our billing app.

Very efficient, and for the most part, easy to use. I really like that the company is very responsive to issues, and seem to be in a constant state of improvement. There are new features that I haven't had time to use, but just knowing their there helps me plan for future use of those functions.

The font is very dim. I'd like more contrast between the different fonts to make navigation and other functions a little easier. I consider this fairly minor, as the other aspects of the software lend themselves to ease of use.

I have a great deal of clientele that cannot come to my office, because of their location or timing. So Ihae use the e-signature and i has helped me considerably to get the signatures that I need.

When I set up Canopy on my side, I set folders. I think that it would be great that the client gets it as a folder as well so that they do not have to scroll through all the forms that are sent. I find that I have to label each form by date. It would be better If I can send them a file labeled by year.

We appreciate the ability to communicate with our clientele virtual through a multitude of platforms on Canopy, all precisely engineered to accommodate our desires.

The only opposition to Canopy would be that because of its many unique features it may seem complicated at face value, but it is nothing more complicated than an email.

The CRM component lets you take notes, update client work papers. The software also make it easy for clients to upload documents and files. Pulling clients transcripts is also a plus. This cuts out a lot of phone time waiting for the IRS to respond. Overall, it is a very good product.

I really don't have a con. This software is exceptional. I would like for some of the subject matter expect be a better t more knowledgeable in IRS procedures.