Canopy vs. CCH® SureTax®

For accurate and remarkable accounting processes, Canopy is the program to embrace. One, it has the project accounting details where every resource has a detailed accounting feature. Again, matters on taxation and state compliance are professionally handled by Canopy. The tracking of the due dates for finishing a given operation is an incredible step.

Incentivized

SureTax has been the perfect solution; not only are they readily available to fix any and all of your questions, but they are also extremely attentive regarding the information requested. They are the best when it comes to entrepreneurs who are entering into a space that they are not fully aware of from a state and local tax compliance perspective. They can be better from the perspective of developing their client interface.

Incentivized

• As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed.
• I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases.
• Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing

Incentivized

• The product is optimized to handle invoices with large number of line items. We've fast response times even on invoices with hundreds of thousands of line items.
• It is a SaaS solution which saves costs, increases maintainability and is entirely web based
• REST API is efficient, logically laid out and effortless to use

Incentivized

• Canopy's time tracking feature is hard to get valuable data from without the pro version.
• Canopy's dashboard for the workflow management could be better by providing a filter option of "Show me projects I'm assigned to and on which I am assigned to the current open workstep."
• Canopy's training on the product could be better.

• In my opinion, the productivity website is clunky and limited. It's better than it used to be but still needs lots of work.
• It seems a little too difficult to get an answer when sometimes all I need is a quick what taxes apply in this area.
• In my experience, sales people are WAY TOO PUSHY. They need to understand that us users aren't always the decision makers and that there can be 3 levels of approval that the "negotiations" have to go through. So getting pushy and frustrated with us users is not the way to get the service agreements extended.

Incentivized

We switched our tax service from Avalara to SureTax years ago. Prior to this, we manually prepared the data and ran a report uploading and then got the tax result every time. With Suretax providing enough and flexable APIs, we redesigned and implemented our new application to communicate with SureTax seamlessly and automatically. This greatly reduced our workload, improves the system efficiency, and increased the data accuracy.

SureTax is very reliable in with the integration with Microsoft Dynamics GP. It provides accurate tax calculations in accordance with tax updates. SureTax also has a user-friendly interface that makes it easy to navigate. It is easy to add customers and also run reports on the website. The overall manageability of it is great!

Incentivized

We had to contact the company many times because of the problems we were encountering. They were not helpful in any way

Incentivized

It has taken much longer than we would like to get certain issues - and problems - resolved. And the initial product support as we designed the implementation left much to be desired

Incentivized

Canopy is a hyper-CRM that does more than just track client interaction. It also does filing sharing in a way that's relevant to the client and constantly drives to client back to interacting with our firm.

Incentivized

I currently use or have used the products above or versions of them - I use Rev.io the billing platform, not the PSA, I no longer use Sage 100, we are currently using Sage 300, more on the server version than the cloud version - but we have it configured to talk to both. So CCH® SureTax® is just another tool in the toolbelt as it stacks up against the rest. Everything has its place and time. Sage300 handles the bulk of the accounting, Rev.io does the billing, CCH® SureTax® handles the tax. That's the simplest way to explain it. I don't have to spell out how much complexity goes behind those statements. If you're an accountant, you know.

Incentivized

• Canopy has allowed us to reduce our dependence on an administrative assistant to communicate with our clients effectively through the document request feature in an engagement. It has a reminder system built in which frees our time.
• The storage provided is robust enough that we have been able to eliminate our file server. We store all our client information in their individual record. Making some files visible to the client and and some not visible allows us to work remotely more effectively and not deal with problems with VPN over hotel networks.
• Canopy combines multiple products into one platform that is seamless and consistent. It has helped us eliminate multiple programs used previously to complete these functions.

Incentivized

• positive impact on resources due to accessibility by more team members
• positive impact on resources due to willingness of other team members to use this GUI - it's more inviting
• positive impact on timing due to strict deadlines so I simply CANNOT be pulled off to help with other projects which often happened when deadlines were later in the month
• once the prepayment module is put into production that is also going to help with tracking (for states like FL, GA etc. where the number only changes once/year because we're told SureTax will "remember" that month to month and keep it filled in on each return)

Incentivized