Qui utilise Canopy ?

Fiscalistes, comptables, avocats en droit fiscal, conseillers en fiscalité

Description de Canopy

Canopy crée des logiciels fiscaux avec un seul objectif : faciliter la vie fiscale. Practice Management améliore l'efficacité de votre flux de travail tout en améliorant les relations client avec un portail client et la gestion de projet avancée. La résolution fiscale vous permet d'économiser des heures sur chaque cas avec des formulaires IRS générés automatiquement et des assistants dans le traitement des dossiers. Transcripts Tool de Canopy vous permet d'extraire des transcriptions IRS en seulement deux minutes. Essayez la version d'essai gratuite (aucune carte de crédit requise).

Informations sur Canopy

Canopy

https://www.canopytax.com/

Fondé en 2013

Ressources d'aide

  • Service de support permanent (réponse directe)
  • En ligne

Déploiement

  • Cloud, SaaS, web

Formation

  • Formation en ligne en direct
Vidéo de Canopy
Play
-thumb
-thumb
-thumb
-thumb
-thumb

Présentation des tarifs de Canopy

Canopy est disponible en version gratuite et propose un essai gratuit. La version payante de Canopy est disponible à partir de 99,00 $US/mois.


À partir de

99,00 $US/mois

Version gratuite

Oui

Essai gratuit

Oui

Canopy - Fonctionnalités

  • Bons de commande
  • Cabinets d'expertise comptable
  • Comptabilité clients
  • Comptabilité des fonds
  • Comptabilité des projets
  • Facturation
  • Gestion de l'impôt
  • Gestion de la paie
  • Gestion des immobilisations
  • Gouvernement
  • Rapprochement bancaire
  • Suivi des frais
  • À but non lucratif

Logiciels de comptabilité : afficher la liste complète

  • Base de données de contacts
  • Calculateur d'impôts
  • Facturation des dépenses imprévues
  • Facturation des projets
  • Facturation en ligne
  • Facturation récurrente et des abonnements
  • Facturation à l'heure
  • Factures personnalisables
  • Gestion des demandes de paiement
  • Paiements en ligne
  • Paiements mobiles
  • Portail de facturation
  • Prise en charge de plusieurs devises
  • Traitement des paiements

Logiciels de facturation : afficher la liste complète

  • Diagrammes de Gantt
  • Gestion des idées
  • Gestion des portefeuilles
  • Gestion des ressources
  • Gestion du budget
  • Modèles personnalisables
  • Méthodes Agile
  • Méthodes classiques
  • Outils de collaboration
  • Portail client
  • Suivi des étapes
  • Suivi du temps et des dépenses
  • Suivi progression/coût
  • Tableau kanban

Logiciels de gestion de projets : afficher la liste complète

  • Accès hors ligne
  • Archivage de documents
  • Assemblage de documents
  • Conversion du type de fichier
  • Gestion de versions
  • Indexation de documents
  • Outils de collaboration
  • Reconnaissance optique de caractères
  • Récupération des fichiers
  • Rétention de documents
  • Signature électronique
  • Suivi de la conformité

Logiciels de gestion documentaire : afficher la liste complète

  • Facturation
  • Gestion de projets
  • Gestion des clients
  • Gestion des documents
  • Gestion du personnel
  • Portail client
  • Pour les cabinets d'expertise comptable
  • Suivi des échéances
  • Suivi du temps
  • Workflow d'approbation

Logiciels de procédures comptables : afficher la liste complète

  • Contrôle du processus d'approbation
  • Déclaration d'impôt
  • Facturation
  • Feuilles d'impôt
  • Gestion des clients
  • Gestion des documents
  • Gestion des flux de travail
  • Planification des scénarios
  • Portail client
  • Suivi des échéances

Logiciels de procédures fiscales : afficher la liste complète

  • Accès à distance
  • Assistance à distance
  • Chat vidéo
  • Collaboration
  • Conférences web
  • Gestion des réunions
  • Gestion des tâches
  • Messagerie instantanée
  • Signature électronique
  • Softphone
  • Suivi de l'activité des employés
  • Suivi des fuseaux horaires

Outils de télétravail : afficher la liste complète

Canopy - Logiciels similaires

Plus d'alternatives à Canopy

Avis sur Canopy

Afficher 5 avis sur 92

Note globale
4,5/5
Facilité d'utilisation
4,4/5
Service client
4,5/5
Fonctionnalités
4,3/5
Rapport qualité-prix
4,1/5
Danny N.
Owner
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 27/04/2018

"Canopy takes the headaches out of client management by offering a way to keep client info organized."

Commentaires: Improved practice management and time management. As well as a simple way for clients to securely share their files with me.

Avantages: 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.

Inconvénients: 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,

  • Provenance de l'utilisateur 
  • Publié le 27/04/2018
Elisabeth G.
CEO
Comptabilité, Auto-entrepreneur
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 30/05/2018

"I have had an outstanding experience with Canopy!"

Commentaires: Client satisfaction, reliable (and hopefully secure!) file-sharing. Potential to have a more efficient tax practice. I feel like i didn't have time to dive in to all feature fully during tax season, but hope to spend some time this Fall tinkering with the software.

Avantages: 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!

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 30/05/2018
Dustin J.
District Manager
Biens de consommation, 501-1 000 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    3/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    1/5
  • Support client
    1/5
  • Rapport qualité-prix
    1/5
  • Probabilité de recommander le produit
    0/10
  • Provenance de l'utilisateur 
  • Publié le 02/01/2020

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

Commentaires: 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.

  • Provenance de l'utilisateur 
  • Publié le 02/01/2020
Julie L.
Accountant Representing
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    8/10
  • Provenance de l'utilisateur 
  • Publié le 10/04/2018

"As a tax professional with various types of clients I love it all in one place"

Commentaires: Having a secure portal and most of my client tax information in one place.

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 10/04/2018
John B.
President
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    3/5
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 30/05/2018

"Great product extraordinary customer support!"

Commentaires: In it's fully developed form this product would be second to none! At the moment we use the product primarily for form population and transcript reports.

Avantages: Integrated Form population - detailed client survey - transcript reports - assistant for innocent spouse and penalty abatement

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 30/05/2018