Canopy Review
What is Canopy?
Canopy is a tax resolution and practice management platform designed for tax professionals, accountants, and tax attorneys. It aims to simplify tax working and tax engagements, enabling users to organize their workflows, tasks, documents, billing, and invoicing. Canopy also allows users to organize and manage their contacts and link their clients to other relevant contacts. In addition, it offers a client portal, where their clients will be able to share files with them and answer surveys.
As a tax resolution software, Canopy enables users to instantly find the best course of action for their clients who are involved in cases such as penalty abatement, innocent spouse, liens, levies, and trust fund recovery. Through the aid of its collection analytics, users will also be able to provide the best collections solution suited for their clients. Last but not the least, Canopy offers an unlimited storage of any type of files: spreadsheets, .jpeg, or .mov files.
Show MoreOverview of Canopy Benefits
One of the powerful features of Canopy is its tax resolution analytics. This feature allows users to determine the best course of action for their clients’ cases. The tax resolution analytics of the software is guided by resolution service assistants, which are automated helpers that provide possible outcomes based on client’s’ information and answers to calculated questions related to a client.
Users furthermore receive notifications for any relevant information that might affect their client’s case. An example of this is when the amount claimed exceeds the IRS (Internal Revenue Service) Standards. As the tax resolution service assistants recommend outcomes, users will be able to compare these possible outcomes and identify the best resolution for cases: penalty abatement, innocent spouse, liens, levies, and trust fund recovery.
This feature is also implemented in providing collections resolution for clients. Based on information gathered from client surveys and source forms, collection insights are automatically generated and outcomes or results are automatically calculated.
Moreover, Canopy offers an IRS form tool as part of its practice management functionality. The IRS form tool allows users to electronically fill out IRS forms. Users’ information and their client’s contact information are auto-populated into IRS forms. With this tool, users will be able to save time, as it helps them fill out and accomplish confusing forms.
Canopy also offers a collaborative client portal. Clients will be able to access this portal through invitations from users. Once they are able to login to the client portal, they will be able to view a dashboard which shows everything they need to do on their end.
The client portal enables users and their clients to share files with each other. Clients can easily share files with users by simply dragging and dropping them into the portal. This drag-and-drop functionality is useful in sharing documents that need to be signed and returned. Moreover, through the aid of bots, users will be able to set and send automatic reminders to their clients with regards to the files or documents they need to submit.
Show MoreOverview of Canopy Features
- Tax Resolution Analytics
- Collection Solution
- Resolution Service Assistants
- IRS Form Tools
- Collaborative Client Portal
- Data Intake Survey
- Contact Management
- Document Management
- Transcripts Delivery and Analytics
- Workflow
- Email Integration
- Letter Generator with E-Signature
- Billing and Invoicing
Canopy Position In Our Categories
Knowing that companies have specific business-related needs, it is only practical that they steer clear of subscribing to a one-size-fits-all, “perfect” system. However, it is nearly futile to try to stumble on such application even among recognizable software products. The correct step to undertake is to write the numerous major aspects that entail consideration like critical features, packages, technical skill levels of staff, organizational size, etc. After which, you should conduct the research exhaustively. Read some of these Canopy analyses and scrutinize the other software options in your shortlist in detail. Such comprehensive product investigation can make sure you weed out ill-fitting software products and subscribe to the system which includes all the tools your business requires.
Position of Canopy in our main categories:
TOP
500
Canopy is one of the top 500 Business Process Management Software products
If you are interested in Canopy it may also be beneficial to analyze other subcategories of Business Process Management Software listed in our base of SaaS software reviews.
Since each company has specific business wants, it is advisable for them to refrain from looking for a one-size-fits-all faultless software solution. Needless to say, it would be useless to try to find such a platform even among popular software applications. The intelligent thing to do would be to list the various important factors that require consideration such as required features, budget, skill levels of staff members, company size etc. Then, you should do your groundwork thoroughly. Read some Canopy Business Process Management Software reviews and investigate each of the other systems in your shortlist in detail. Such exhaustive homework can make sure you weed out ill-fitting systems and select the solution that presents all the features you require for business success.
How Much Does Canopy Cost?
Canopy Pricing Plans:
Free Trial
Free Transcripts
Free
Practice Management
$85/user/mo.
Tax Resolution
$125/user/mo.
What are Canopy pricing details?
Canopy Pricing Plans:
Free Trial
Free Transcripts
Free
Practice Management
$85/user/mo.
Tax Resolution
$125/user/mo.
Canopy offers three SMB and enterprise pricing plans for users to choose from; all based on the number of users per month or per year. Give the details a look, and choose the best plan for your group or organization:
Free Transcripts
- $0/user forever
- Retrieve IRS Transcripts and Reports in as little as 2 minutes.
Practice Management
- $85/user/mo.
- $800/user/yr.
- Efficiently manage clients, files, workflow, and more in one collaborative place.
Tax Resolution
- $125/user/mo.
- $1,200/user/yr.
- Everything you need to complete Tax Resolution services in half the time.
User Satisfaction
Positive Social Media Mentions
0
Negative Social Media Mentions
0
We know that when you decide to get a Business Process Management Software it’s important not only to learn how experts evaluate it in their reviews, but also to check if the real people and businesses that bought this software are indeed happy with the service. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Canopy reviews across a broad range of social media sites. The information is then displayed in a simple to digest format showing how many clients had positive and negative experience with Canopy. With that information at your disposal you should be ready to make an informed business decision that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Linux
- Mac
- Web-based
Deployment
- Cloud Hosted
- Open API
Language Support
- English
Pricing Model
- Free
- Monthly payment
- Annual Subscription
Customer Types
- Small Business
- Large Enterprises
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Canopy?
Canopy supports email integration, and works seamlessly with Google Plus.
Canopy User Reviews
Canopy average rating:
4/5
Overall impression
4/5
Customer Support
3/5
Value for Money
3/5
Ease of Use
Write your own review of this product
ADD A REVIEWThe most favorable review
PROS: This application has everything I need! I can do loads of stuff within the app, such as scheduling, tasking, accessing transcripts, managing client accounts, and sorting client information.
CONS: Uploading new information can be a little slow.
The least favorable review
PROS: This application has everything I need! I can do loads of stuff within the app, such as scheduling, tasking, accessing transcripts, managing client accounts, and sorting client information.
CONS: Uploading new information can be a little slow.
More reviews from 3 actual users:
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Versatile CRM software
Read full review >
4/5
Overall impression
3/5
Customer Support
3/5
Value for Money
3/5
Ease of Use
Published on: 16.11.2021
Company Size: More than 100 Employees
Industry: Accounting
PROS: This application has everything I need! I can do loads of stuff within the app, such as scheduling, tasking, accessing transcripts, managing client accounts, and sorting client information.
CONS: Uploading new information can be a little slow.
Taxes filed in a breeze
Read full review >
4/5
Overall impression
3/5
Customer Support
3/5
Value for Money
4/5
Ease of Use
Published on: 27.05.2021
Company Size:
Industry: N/A
PROS: The best feature of this software is probably the client portal. It's really useful for both our company and our clients because we can easily and safely share the documents and other important information needed for filing taxes.
CONS: Canopy can be a little expensive for small businesses, especially for start-ups.
Improves our operations!
Read full review >
4/5
Overall impression
3/5
Customer Support
4/5
Value for Money
3/5
Ease of Use
Published on: 19.03.2020
Company Size: 1-10 Employees
Industry: N/A
PROS: All tax-related tasks have become more manageable with Canopy. It's an intuitive app that helps us organize and track client information effectively.
CONS: I hope there's an easier way to fill in the client's info in the app. I also have other issues before, but it's easily resolved.
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Published on: 16.11.2021
Company Size: More than 100 Employees
Industry: Accounting
Taxes filed in a breeze
Read full review >
4/5
Overall impression
3/5
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3/5
Value for Money
4/5
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Published on: 27.05.2021
Company Size:
Industry: N/A
Improves our operations!
Read full review >
4/5
Overall impression
3/5
Customer Support
4/5
Value for Money
3/5
Ease of Use
Published on: 19.03.2020
Company Size: 1-10 Employees
Industry: N/A
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