Canopy

Pros: Organization of files in Canopy are very reliable and easy to go back and retrieve anything you need.

Cons: Putting time in is taking longer than I expected. It needs more organizing and thinking from people who created this wonderful tool.

Pros: Client/Firm Management System all in one! Love that we can do billing, client support, and workflows!

Cons: If/Then statements would be bice to have in Workflows and mass updating a workflow type when making a change.

Pros: It was fairly simple to learn and helped us get all of our client management in one place. Their support team is fabulous, often responding within moments, and resolving issues (which are fairly rare) sooner than I expect. The ability to securely share and receive files from clients is a game-changer!

Cons: The hardest part of Canopy is using the templates and automations. I'm a bit of a computer geek, so I enjoyed that process, but I can see some people finding it cumbersome to learn. The recent revamp has been a bit of a struggle to understand, as well, but I'm confident we'll get used to it soon.

Pros: It could be an all-in-one system for running accounting/tax/tax resolution firm. My clients are used to the client portal, so it is hard to switch them to another product. Emails go into Canopy but attaching to a task is either possible or impossible

Cons: Hard to learn. Task Screen to see what work is done, in progress etc. is impossible...I've gone back to a google doc. The Task Screen has columns Task and Task with Sub-Task for each entry which doesn't tell you anything and takes up main space in the screen. Would be helpful if the Column Header Task could show the TYPE of TASK like Tax, Accounting, Tax Resolution or name a special project. Then you could sort based on type of work. Sub Task Column is useless and unnecessary. Videos are too much of an overview. Customer Service is impatient and just refer you to videos and help which i have already reviewed. There are no definitions of terms used in help section.

Pros: Canopy is easy to setup and utilize. My customers find it intuitive to use as well. Also support has been accessible and helpful.

Cons: When clients set up their login info. Sometimes it seemed the reset password didn’t work as expected and we had to contact support.

Pros: Clients love it, the UI is great and it's super user friendly! We do almost every important function of the business inside of Canopy and it has become a great resource for us!

Cons: I do wish Canopy had the option to assign client numbers to clients. I also wish that the engagement credits had more price drops for firms with a larger number of clients.

Pros: I like That everything is mostly in one place . Secure for my clients . I like that clients have an app they can access and that I have one too .

Cons: Learning curve was steep for me and my clients . I currently only have 3 clients using the portal. I also don’t like that it isn’t listed by company but by the [sensitive content hidden] name . I wish there was better customer service .

Pros: Portal, task visibility, modern look and feel, task automation, folder structure, clean look and feel,

Cons: Flexibility, Best/Leading practices, Invoicing/Billing, assigning tasks, training, Executive Dashboard, calendar functionality, Hierarchy between Engagement and Task and sub tasks,

Pros: Canopy is an all-in-one solution for our client information, files, portal, and time & billing. File and task sharing with our clients in real time is amazing.

Cons: There are some features that have been requested and noted by Canopy but have yet to make their product update roadmap.

Pros: The assistance we received from the onset was excellent. Staff was attentive and got us the answers we needed.

Cons: Reporting has a lot to be desired. There need to be more canned/stock reports. The insights function with answers/liveboards are to complicated. Time needs to be more in line with a typical timesheet, totals for days without having to run filters.

Pros: Everything in one place--CRM, email capability, secure client portal; understand that we will have the capability to also text our clients. Need to find out more about this capability.

Cons: ensuring I am leveraging all of it's capabilities to my benefit. Have to figure a lot out on my own. Tried to get assistance requesting a phone call, however no one called me. Will try to sort things out via tutorials.

Pros: There are a lot of great features for the price. Sharing and requesting files with clients is amazing! Requesting electronic signatures makes my small firm feel like we can provide a high dollar service!

Cons: Cost for step by step implementation. However I can Google anything I need help with and it takes me to Canopy’s FAQ for quick answers.

Pros: Managing and organizing tasks and having the client portal in the same place. The ability to have tasks reoccur automatically is great!

Cons: Not having the ability to integrate invoicing into QBD, use a another payment processor in the program, and editing and then signing a PDF.

Pros: Canopy gives us one clean, centralized place to manage client communication and tax workflow. The client portal is easy for clients to use, the organizers and document requests keep things structured, and the e-signature piece helps everything move along without a lot of back-and-forth. From our side, it keeps us organized and compliant, and from the client’s side, it feels simple and professional, which is important to us at BSU.

Cons: What we liked least about Canopy is that some of the workflow and automation can feel a bit rigid. For a firm like ours that serves a wide mix of clients, there are times we want more flexibility and customization in how requests, tasks, and follow-ups are handled. It’s a strong platform overall, but certain processes can feel more “one-size-fits-all” than ideal, especially when managing more complex or non-standard engagements.

Pros: $80

Cons: The reporting areas are our biggest frustration. The only way to create reports outside of canopy is to export to a .csv file. This is very frustrating as (1) the presentation is terrible. It requires a ton of time editing to make it look good for presentation and (2) the data is manipulable. If I want to pull a report of hours worked for payroll, I take a screenshot of the totals before pulling a report. I have accidentally "lost" hours when editing the .csv report to go along with my payroll reporting. I only knew about it by taking a screenshot of a report and comparing the two. Being able to export or print to pdf or word would be a huge bonus.

Pros: I like the ability to to set up tasks from various places (task bar, client profile, client list, via email).

Cons: I don't like the fact that I can't message me team outside of a task in the software. I always have to message within a task only. I also don't like the fact that I cannot bulk assign tasks within the task area, only within the client list. Additionally, the search bar in the client list does not allow me to search, select, and search again, which makes bulk assigning tasks more tedious.

Pros: - It's overall efficiency and ease of use. - The tasks, subtasks are easy to use. - Insights reports are amazing! - Responsiveness of support.

Cons: - Applying credits duplicates revenue - consider applying as deposits instead of credits. Training - consider using mock client list, tasks & subtasks during training. This would have made a HUGE difference. - Updates throw off our tracking! We appreciate the updates but our method(s) of tracking get wonky. - Stationary statuses that cannot be sorted or reworded.

Pros: It is user friendly. It is flexible in that you can add fields. The reports are easy to run and report lots of information.

Cons: can't use many fields as merge fields in emails. Need to have more access to created fields. Could use better ways to do mass changes.

Pros: What I like most about Canopy is how seamlessly it organizes our workflow. The automation is a game-changer—from client communication to automatic reminders, keeping us on track. The secure portal offers peace of mind, and the user interface is friendly and easy to navigate. It’s truly helped us stay organized and proactive.

Cons: What I like least is that while Canopy pulls transcripts automatically, I still have to manually save them into files. It would save a lot of time if that step could be automated. The extra manual process makes it feel a bit tedious in an otherwise smooth system.

Pros: That is covers all the areas a CPA firm needs. I don't have to go get several different softwares and services to be able to run my business.

Cons: Key features usually roll out after tax season has started for the year. So that makes me feel like I'm always behind on the features that have come out.

Pros: We LOVE that Canopy brings all the information and documentation needed to one place. This save a great deal of time. Managing work flow has never been easier with Canopy's intuitive tools.

Cons: Honestly, they continue to make improvements based on user feedback. Our dislikes keep getting fixed! I would really like to have a working calendar tie into the mix. So we could see and or reschedule client appointments without having to use a stand alone calendar.

Pros: Its very easy to use for out staff and clients. I like that they continure to release new helpful features .

Cons: That certain features aren't included like an appointment scheduler, or the ability to schedule Emails.

Pros: Ease of use, simplicity and value. I feel like we are going to better utilize this system over the system we just replaced.

Cons: Missing some functions we had with our old provider. I was informed that some of the things we need are in the works though.