Canopy vs. Intuit Lacerte

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

Lacerte helps to serve a great variety of clients and businesses, it has over 5,700 forms. It also supports multi-state, K-1s, and more. It suits for power users with high business inflow. Its useful for a CPA who is processing a high value firm or individual with zero errors. The error diagnostic feature covers more than 25k error checks. This is less applicable to CPA's whose are managing regular individual 1040 routines.

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

• Continually updates when bugs are found or tax law change
• Live customer suppprt
• Listen s to customer to improve product
• E-signature to get signed forms from remote customers
• Organizers for customer to complete on paper or electronic
• Tax appointment scheduling within the program and recurring for future appointments
• Client invoices by form
• Trial balance from accounting software to save time on business data entry

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.

• The updates from IRS to Lacerte need to be improved, so far so good.
• Reporting needs to be improved. Feature like sorting categories. scorp/ind/non-profit
• Tax summaries can be improved - like the differentiation between rental income & expenses. I trust this feature would be a great help.

Incentivized

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

Incentivized

Lacerte customer service has been great. They are very knowledgeable about the product and can help resolve problems quickly.

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’ve heard other tax preparers talk about their software and their likes and dislikes. When I offer to show them Intuit Lacerte most are blown away by what it does. One preparer used ProConnrct online tax (also by Intuit), and she loves how easy Intuit Lacerteis to use. She said having live support (not chat) to actually be able to show issues and work through them was great. Both programs use the same calculations, but the extras (trial balance, organizers with prior year data, invoicing, scheduling, filters, etc) are what makes Intuit Lacerte the best!

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

• It has helped meet overall business goals.
• Gives you the ability to add in and purchase only what you need.

Incentivized