Canopy Reviews & Insights

Score8.6 out of 10

22 Reviews and Ratings

Community insights

TrustRadius Insights for Canopy are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Intuitive File Sharing: Users have found Canopy's file sharing feature to be intuitive, allowing them to easily access historical documents and view it as a repository of shared files rather than just a file delivery system. This sentiment was echoed by multiple reviewers.

Efficient Task Management: Several users have praised Canopy for its task management feature, which enables effective delegation of work and efficient project management. With this feature, users can streamline their workflow and ensure tasks follow standard operating procedures consistently.

Time-saving Tax Resolution Module: The tax resolution module in Canopy has been commended by multiple reviewers for saving significant hours of time on phone calls with the IRS and form creation. By automating a substantial portion of the work, this module allows users to focus on other important aspects of their business operations.

Canopy Reviews

2 Reviews

Other

Canopy has our tax practice covered

Rating: 9 out of 10

Incentivized

September 24, 2018

Use Cases and Deployment Scope

The entire organization uses Canopy for CRM, email tracking, task management, and document exchange. It is also crucial to our remote office team to view documents stored securely in the cloud for our clients. Tax preparers use it specifically to request additional documentation needed for preparation and to track progress in an engagement. Our Enrolled Agent uses it for tax resolution information gathering and form completion, and for transcript requests.

Pros

The ability to tag clients in the CRM helps create robust mailing campaigns.
The new dashboard feature lets senior management evaluate progress in tasks across the organization.
Secure document sharing is invaluable.

Cons

Connectivity with Outlook for email tracking - the connection is sometimes lost and there is no notification. You just look for your email trail and there is nothing.
Electronic signatures for multiple contacts on one document with some fields being optional would be a great help.
Being able to see contact transcripts in the client record view versus just the transcript screen would be more efficient.

Likelihood to Recommend

Canopy is well suited for an office that has multiple people working on single projects. It is expensive, and offices without strong procedures will not benefit; rather it may seem like Canopy creates work.

Caitlin Campbell

Owner at Tower Financial Partners (Financial Services, 1-10 employees)

Vetted Review

3 years of experience

View profile

Canopy Tax is an All-In-One Software Solution for Keith Jones, CPA TheCPATaxProblemSolver

Rating: 10 out of 10

Incentivized

September 24, 2018

Use Cases and Deployment Scope

I use it for almost everything—tax resolution work, of course, but it’s more than tax resolution software. Canopy makes it easy to do all my professional emailing, set automated client reminders, and request and access files, all in the same place. It’s all the stuff you’d expect from a practice management software and then some. Canopy is quickly becoming an all-in-one software for my practice.

Pros

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

Cons

The practice management function could stand to have more "canned" workflows.

Likelihood to Recommend

These things can be hard to quantify exactly, but the easiest example is probably the way Canopy saves me time on tax resolution work. The software has helped me become so much more efficient doing tax resolution, and there are few reasons for that. Not only does the software create efficiencies, I’ve learned to do tax resolution faster by using the software. I’d say that my average tax res case takes 75% less time now, compared to before I started using Canopy

Keith "Duke" Jones TheCPATaxProblemSolver

I am a CPA Specializing in IRS Tax Resolution and Small Business Accounting Automation & Tax Plannin at Keith L. Jones, CPA (Accounting, 1-10 employees)

Vetted Review

3 years of experience

View profile

Loading Reviews List....

Canopy Tax is an All-In-One Software Solution for Keith Jones, CPA TheCPATaxProblemSolver

Rating: 10 out of 10

Incentivized

September 24, 2018

Use Cases and Deployment Scope

Pros

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

Cons

The practice management function could stand to have more "canned" workflows.

Likelihood to Recommend

Keith "Duke" Jones TheCPATaxProblemSolver

I am a CPA Specializing in IRS Tax Resolution and Small Business Accounting Automation & Tax Plannin at Keith L. Jones, CPA (Accounting, 1-10 employees)

Vetted Review

3 years of experience

View profile