En savoir plus sur Canopy

Canopy est une plateforme cloud de gestion de cabinet et de résolution fiscale pour les cabinets comptables, les fiscalistes, les avocats en droit fiscal et les conseillers en fiscalité. La solution fournit une suite intégrée avec divers outils visant à stimuler l'efficacité tout en créant une expérience client connectée. Canopy propose une application mobile qui permet aux clients de partager des fichiers en toute sécurité, de remplir des listes de tâches, de signer électroniquement des documents, d'afficher des factures et d'effectuer des paiements. L'application est compatible avec les appareils iOS et Android. Canopy comprend de nombreuses fonctionnalités, notamment : vue d'ensemble, demandes des clients, communications, flux de travail automatisés, modèles personnalisés, révision des documents, paiements, récupération des transcriptions, résolution fiscale, avis, etc. La solution est dotée d'un module de gestion de cabinet qui permet aux utilisateurs d'automatiser l'intégration des clients, de gérer l'échange sécurisé de fichiers et de suivre les communications avec les clients. La tarification se fait sous la forme d'un abonnement annuel. Un service d'assistance est disponible par téléphone, base de connaissances en ligne et tutoriels vidéo.
Canopy Logiciel - 1
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Canopy Logiciel - 1 - aperçu
Canopy Logiciel - 2 - aperçu
Canopy Logiciel - 3 - aperçu
Canopy Logiciel - 4 - aperçu
Canopy Logiciel - 5 - aperçu
Canopy Logiciel - 6 - aperçu

Canopy - Prix

Canopy est disponible en version gratuite et propose un essai gratuit. La version payante de Canopy est disponible à partir de 22,00 $US/mois.

À partir de :
22,00 $US/mois
Version gratuite :
Oui
Version d'essai gratuite :
Oui

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Canopy - Avis

Note globale

4,5
Donnez votre avis !

Évaluation des fonctionnalités

Rapport qualité-prix
4,2
Fonctionnalités
4,3
Simplicité
4,5
Support client
4,4
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Tous les avis sur Canopy

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224 avis
Ahmed
Ahmed
  • Secteur d'activité : Production alimentaire
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
3
Simplicité
4
Support client
4

4,0
Publié le 03/07/2023

Canopy makes customer management easier by providing a way to organize customer information

Sorry our business is secret.

Avantages

Improved practice management and time management.

Inconvénients

Until Canopy improves that functionality, I still prefer to use Jetpack Workflow to manage my tasks

Juventino
Juventino
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
2
Fonctionnalités
3
Simplicité
5
Support client
3

4,0
Publié le 23/11/2021

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

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.

Avantages

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.

Inconvénients

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.

Teresa
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 19/12/2024

Canopy is great product just a little pricey

I've used Canopy for over 2 years without any problems.

Avantages

Canopy is very user friendly, customer support is great. You can purchase what you need.

Inconvénients

The cost of the product was too expensive for a small company.

Brenden
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
3
Simplicité
4
Support client
0

3,0
Publié le 07/06/2024

Good for document handling and signatures but...

Avantages

The product is able to enforce collaboration between different offices

Inconvénients

Every user needs a separate licence. The customer support hasn't given a good impression.

Utilisateur vérifié
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
5
Support client
5

5,0
Publié le 17/12/2022

Canopy Tax Practice Management Software

My overall experience is positive, the customer support is top notch and the product development team are listening to customer and continuously bring out new and updated enhancements to the software.

Avantages

The software is fairly easy to use and it is constantly being updated with new features.

Inconvénients

There is a lack of good reports around tasks and the software is built to be a little bit generic. We would find it even more useful if there were more features implemented specifically for tracking tax return tasks. I also wish the pricing was less module based. I wish that we could have access to more features for a straight forward monthly per user fee. I also wish that we could only pay for seasonal accounts during the busy months when we have extra help that needs access. Also, it would be nice if Canopy expanded their integrations to more than just contact information. Being able to integrate with other software based on tasks would be amazing.

Alternatives envisagées 

Karbon

Pourquoi passer à Canopy

Canopy was the most polished at the time and offered one of the best price points.
Steven R
Steven R
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 27/05/2021

"The future is now!"

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

Avantages

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.

Inconvénients

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.

Dustin
Dustin
  • Secteur d'activité : Biens de consommation
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé toutes les semaines pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
1
Fonctionnalités
1
Simplicité
3
Support client
1

3,0
Publié le 02/01/2020

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

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.

Avantages

The software is cloud based and therefore easy to access.

Inconvénients

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.

Jamieal
  • Secteur d'activité : Mode et vêtements
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 30/04/2024

Canopy review

It is fast reliable and has a lot of different perks that can be used for your projects and what your doing

Avantages

Canopy's progress tracking features are generally well-liked by users since they enable teams to efficiently monitor and manage project progress. These features include real-time visibility, task-level tracking, milestone tracking, performance metrics, visualization tools, and tasks management integration.

Inconvénients

Some consumers may be concerned about cost, especially smaller companies or teams with tighter resources. Users have expressed interest in assessing the cost structure and making sure that the features and functionalities match the value offered.

marc
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
4

5,0
Publié le 27/09/2023

Grang Bang for the Buck

Avantages

I love that Canopy had the ability to help me route my tasks properly and productively. I also LOVE that there is a firm facing iOS app. It helped me be portable!

Inconvénients

My biggest issue with Canopy was the KBA and not being able to customize certain aspects of the recurring projects.

Md Mohiminur
  • Secteur d'activité : Marketing et publicité
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 19/07/2023

Great tool for smooth relationship with Clients.

Avantages

Falling in love its user friendly interface and allow me to keep professional with various types of customers. Employee's also love canopy cause they fill safe and secure sharing their views and opinions the platform.

Inconvénients

No existing offline solution for my employers. Rest all are doing great.

Mariah
  • Secteur d'activité : Télécommunications
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 28/09/2023

Giving Trello a Run for Its Money

Avantages

Not sure why more people dont talk about Canopy! Great tool for project management

Inconvénients

Robust - not made for small teams, You need at least 20 people for it to be worth it

Ronda
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
4
Support client
5

4,0
Publié le 28/12/2022

Canopy - our new best friend

Our experience with Canopy has been a very positive one. Their customer support is excellent. I have appreciated them reaching out to us to see how we are doing certain tasks and we are able to give them suggestions for change. I would recommend this product to other firms outside our demographic. I don't want the competition to have the advantage we have with Canopy!

Avantages

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.

Inconvénients

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.

Réponse de Canopy

Thank you for taking the time to leave this review! We appreciate your feedback! We're excited to hear the impact Canopy is making at your firm.

Répondu le 18/01/2023
Sandeep
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 04/01/2023

Perfect Solution for CPAs

Fantastic -- my workflow, project/task management, document retrieval/editing/sharing etc.

Avantages

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.

Inconvénients

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.

Réponse de Canopy

We're so happy to hear that Canopy has helped you launch your in-home practice! We are always striving to improve and are glad to hear we're going in the right direction. Thanks for being a Canopy user, Sandeep!

Répondu le 18/01/2023
Katie
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
5

4,0
Publié le 01/12/2021

Canopy Tax Software - excellent overall with room for some improvements

Avantages

Ease of use, availability & response of customer service via chatbot, document management, task management, invoicing & billing, client portal, mobile apps, time tracking

Inconvénients

Reporting and analytics, lack or print feature throughout the software, payment processing (takes anywhere from 3 to 7 days for funds to hit our bank when most processors deposit overnight)

Stephen
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
4
Support client
4

4,0
Publié le 22/12/2022

Good Practice Management Software

Overall good experience

Avantages

It is cohesive and has a client portal; Tames chaos

Inconvénients

It is seemingly incomplete with a few things that seem to be easily fixable if they were given attention

Réponse de Canopy

Thank you for taking the time to leave this review! We appreciate your feedback, Stephen.

Répondu le 24/12/2022
Sharon
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
4
Support client
4

4,0
Publié le 22/12/2022

love this document management

great customer service

Avantages

ease of use when saving a document and going directly to client file in canopy. Organization of files is great.

Inconvénients

In the beginning, two years ago. it was difficult to set up, but works much better now.

Réponse de Canopy

Thank you for taking the time to leave this review! We appreciate your feedback, Sharon.

Répondu le 24/12/2022
Margaret
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
5
Simplicité
5
Support client
5

4,0
Publié le 28/07/2022

Canopy Tax

Very good experience. Tech Support has been very helpful. Our clients like the portal too.

Avantages

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.

Inconvénients

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.

Kurt
Kurt
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
5

4,0
Publié le 22/05/2021

Constant Improvements

Canopy is very useful as it is, but this company seems dead set on always improving its operation & structure. At least monthly, I get an opportunity to view what is new on Canopy and what they are working on next. I can keep my finger on the pulse of my clients so I can quickly respond to their expectations.

Avantages

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.

Inconvénients

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

Larry
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
4
Support client
5

5,0
Publié le 06/12/2021

This product is a value proposition!

We switched from another product and have been delighted that we did. Canopy is easy to use, mostly intuitive, and easily customizable. It has allowed us to review budgets and save on payroll costs.

Avantages

Task management. It allows us to stay on schedule and complete tasks in a timely manner or allows management to review where tasks are "stuck" and why.

Inconvénients

LISTS! I can create customized lists, but I can't download the customized list. That's maddening.

Nikolas
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 16/12/2022

Canopy was and is a game changer for our firm.

It has been great overall in both the product experience and customer service

Avantages

It has combined our client contact lists, document manager, communications, and has a place for consolidated requests. They are constantly making Canopy better by adding new features and improving current ones

Inconvénients

I would like to see different ways to view task managements and work flow. Having a swim lane option would make it easier to see what tasks there are and at what stage they are in.

Priya
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
3
Simplicité
4
Support client
4

4,0
Publié le 07/12/2022

Canopy

Overall a good and reliable product

Avantages

Easy to use and use freindiliness. it has a client facing feature.

Inconvénients

it is very preliminary. it can grow from basic to more sophisticated for mid tier firms.

Jamie
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
5
Support client
4

5,0
Publié le 19/12/2022

Great, easy and convenient for all of our needs.

Awesome

Avantages

File sharing and ease of uploading from anywhere.

Inconvénients

Time tracker is my least favorite as it's hard to remember to turn it off sometimes.

Réponse de Canopy

Thank you for your feedback, Jamie! We'd like to make the product as functional as possible. Send us your input about the time tracker here: https://feedback.getcanopy.com/

Répondu le 20/12/2022
David
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
4
Support client
5

4,0
Publié le 24/11/2021

CPA review

Biggest benefit is the tax transcripts download ability. Once a POA is processed, I can get 10 years worth of every type of transcript and summary reports. Saves hours on the phone with the IRS.

Avantages

I absolutely love the ability to pull transcripts. It has changed how we do business. I was using multiple platforms before Canopy. I love having a CRM tool that actually works and saves me time.

Inconvénients

Moving actual data files has been an extremely slow process and has consumed many days of work. I wish there could be a way to directly scan a document into Canopy rather than uploading it.

Shellsea
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 08/12/2022

Canopy is Great

very satisfied as this has added a lot of value to our company very quickly.

Avantages

Document storage and sharing is easy as clicking on button. clients being able to pay online and having the ability to track time and easily add it to an invoice is very important to us.

Inconvénients

There are a lot of features that could be added to make the software much better for us and working with the support team they say that features will be added however its been over a year an none of the features we need have been added. fingers crossed.

Kristin
  • Secteur d'activité : Services juridiques
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 08/12/2021

Client Management Solution

Very easy process in signing up. Went a long time without the need for upgrade so I was able to fully try the system before buying.

Avantages

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.

Inconvénients

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.

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