Canopy

Résolution fiscale et gestion de cabinet

4,5 /5 (93 avis) Donnez votre avis !

Canopy - Présentation

Description du logiciel Canopy

Canopy est une plateforme tout-en-un de résolution des problèmes fiscaux et de gestion de cabinet qui aide les comptables, les professionnels de la fiscalité et les avocats fiscalistes à gérer leur cabinet, à collaborer avec leur équipe et leurs clients et à rationaliser les missions fiscales. La solution aide les utilisateurs à rester organisés au cours de leurs tâches, à créer des flux de travail personnalisés et à gérer la facturation des clients.

Les fonctionnalités de gestion des clients de Canopy permettent aux utilisateurs de télécharger et de stocker en toute sécurité des documents de pratiquement tout type de fichier, ainsi que de suivre les clients, les tâches, les enquêtes et les notes dans un emplacement centralisé. Une feuille de route facile à intégrer permet de suivre les dossiers et les engagements en affichant les graphiques d'avancement, les statuts de sondage et les échéances pertinentes.

L'analyse de la résolution des problèmes fiscaux aide à déterminer la meilleure ligne de conduite à adopter en manipulant des chiffres pour tester et comparer les résultats potentiels. Canopy informe les utilisateurs des informations pertinentes qui pourraient affecter le dossier de leur client, par exemple si un montant demandé dépasse les normes de l'IRS. Les formulaires d'enquête de l'IRS ne proposent intuitivement que les questions qui sont pertinentes pour le client et le dossier, y compris les fonctions de remplissage automatique intelligentes.

Canopy récupère rapidement les transcriptions de l'IRS et les décompose en rapports et documents faciles à comprendre, tels que l'aperçu des comptes, les salaires et les revenus, les calculs de la CSED, etc. Les utilisateurs peuvent envoyer à leurs clients une invitation à leur propre portail, où ils peuvent se connecter pour remplir des sondages, voir les progrès, charger et échanger des fichiers, payer des factures, etc.

Canopy - Présentation

Prix

À partir de
89,00 $US/mois

Types de licence

Essai gratuit
Gratuit
Abonnement
Rapport qualité-prix

Canopy - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis
Langues
anglais

Médias

Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting.
The survey only offers questions that are relevant to the specific client and case
Store all client-related data - surveys, deadlines, tasks, documents, and notes - in the cloud
Canopy presents transcripts in a series of reports and documents, including CSED calculations, wage and income, account overview, and more
Custom service workflows allow users to create personalized steps for each service
Canopy helps simplify complicated services such as penalty abatements, liens, levies, trust fund recovery, and more
Engagement summaries display progress charts, relevant deadlines, and survey status
Clients can log in to their own portals to see progress, fill out surveys, pay invoices, upload and exchange files, and more
Set up online payments through Canopy, or send instructions for paying another way
Capture d'écran pour Canopy : Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting. Capture d'écran pour Canopy : The survey only offers questions that are relevant to the specific client and case Capture d'écran pour Canopy : Store all client-related data - surveys, deadlines, tasks, documents, and notes - in the cloud Capture d'écran pour Canopy : Canopy presents transcripts in a series of reports and documents, including CSED calculations, wage and income, account overview, and more Capture d'écran pour Canopy : Custom service workflows allow users to create personalized steps for each service Capture d'écran pour Canopy : Canopy helps simplify complicated services such as penalty abatements, liens, levies, trust fund recovery, and more Capture d'écran pour Canopy : Engagement summaries display progress charts, relevant deadlines, and survey status Capture d'écran pour Canopy : Clients can log in to their own portals to see progress, fill out surveys, pay invoices, upload and exchange files, and more Capture d'écran pour Canopy : Set up online payments through Canopy, or send instructions for paying another way Capture d'écran pour Canopy :

Canopy - Avis

Canopy - Avis

Note globale
4,5
/
5
Excellent
63

Très bien
23

Moyen
3

Médiocre
1

Mauvais
3

Rapport qualité-prix
4,2
Fonctionnalités
4,3
Simplicité d'utilisation
4,5
Support client
4,5
92% des utilisateurs recommandent cette application
Danny N.

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

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


Traduire avec Google Translate
Utilisateur vérifié

Canopy is to be loved.

Client file organization and communication system all in one software. All tax forms and ease of editing client files... it's great.


Traduire avec Google Translate
Utilisateur vérifié

IRS transcripts at the push of a button!!

Canopy is always upgrading and improving their software based on constant user feedback.


Traduire avec Google Translate
Dustin J.

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

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.


Traduire avec Google Translate
Julie L.

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

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


Traduire avec Google Translate
Danny N.
Traduire en français
Traduire en français

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

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 27/04/2018
Provenance de l'avis : Capterra

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,

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Utilisateur vérifié
Secteur d'activité: Services financiers
Traduire en français
Traduire en français

Canopy is to be loved.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 03/04/2018
Provenance de l'avis : Capterra

Client file organization and communication system all in one software. All tax forms and ease of editing client files... it's great.

Avantages

Overall functionality and ease of navigation. Bonus points for cool GUI and branding. The Customer Support staff is absolutely outstanding.

Inconvénients

The billing section needs a lot of work. Need to be able to automatically run batches of clients on a monthly basis. I know this is being addressed but it's still an issue for us.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Utilisateur vérifié
Secteur d'activité: Comptabilité
Taille de l'entreprise: Auto-entrepreneur
Traduire en français
Traduire en français

IRS transcripts at the push of a button!!

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 29/09/2020
Provenance de l'avis : Capterra

Canopy is always upgrading and improving their software based on constant user feedback.

Avantages

I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.

Inconvénients

There's really nothing to dislike about this software. It does what it says it will do and it saves me time.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Dustin J.
Secteur d'activité: Biens de consommation
Taille de l'entreprise: 501-1 000 employés
Traduire en français
Traduire en français

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

Logiciel utilisé toutes les semaines pendant 1 à 5 mois
Publié le 02/01/2020
Provenance de l'avis : Capterra

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 0.0/10

Julie L.
Traduire en français
Traduire en français

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

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 10/04/2018
Provenance de l'avis : Capterra

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 8.0/10

Recommandation utilisateur
8,9/10
Basé sur 93 avis utilisateurs
Comparatif des alternatives : recommandation utilisateur
Comparer avec les alternatives

Canopy - Prix

Canopy - Prix

À partir de
89,00 $US/mois
Essai gratuit
Gratuit
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4,2/5
Basé sur 93 avis utilisateurs
Comparatif des alternatives : rapport qualité-prix
Comparer avec les alternatives

Canopy - Fonctionnalités

Canopy - Fonctionnalités

API
Analyse financière
Données en temps réel
Facturation
Gestion de la comptabilité
Gestion de la conformité
Gestion des factures
Gestion des flux de travail
Importation et exportation de données
Intégration comptable
Intégration de tiers
Notifications automatiques
Paiements électroniques
Piste d'audit
Prise en charge de plusieurs devises
Rapports et statistiques
Rapports personnalisables
Suivi des frais
Tableau de bord d'activités
Traitement des factures
Fonctionnalités
4,3/5
Basé sur 93 avis utilisateurs
Comparatif des alternatives : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Canopy - FAQ

Canopy - FAQ

Voici quelques-unes des questions fréquentes sur Canopy.

Q. Quels sont les types de licence disponibles pour Canopy ?

Types de licences disponibles pour Canopy :

À partir de: 89,00 $US/mois

Type de licence: Gratuit, Abonnement

Essai gratuit: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Canopy ?

Nous n'avons pas d'informations sur les fonctionnalités de Canopy.

Q. Qui utilise Canopy ?

Utilisateurs habituels du logiciel Canopy :

PME, Entreprises de taille moyenne

Q. Dans quelles langues Canopy est-il disponible ?

Langues dans lesquelles Canopy est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Canopy ?

Types de licences disponibles pour Canopy:

Gratuit, Abonnement

Q. Canopy prend-il en charge les appareils mobiles ?

Appareils pris en charge par Canopy :

Android, iPhone, iPad

Q. Avec quelles applications Canopy peut-il s'intégrer ?

Applications s'intégrant à Canopy :

Zapier

Q. Quelles sont les ressources d'aide disponibles pour Canopy ?

Ressources d'aide disponibles pour Canopy :

Support téléphonique, Support en ligne, FAQ, Forum, Base de connaissances, Tutoriels vidéo