15 anos ajudando empresas brasileiras
a escolherem o melhor software

Conheça Canopy

O Canopy cria produtos de software tributário com um objetivo: facilitar a vida tributária. O Practice Management aumenta a eficiência do fluxo de trabalho, melhorando o relacionamento com o cliente com um portal para clientes e gestão de projetos. O Tax Resolution economiza horas em cada caso com formulários da Receita Federal preenchidos automaticamente e assistentes de resultado dos casos. A Transcripts Tool do Canopy permite extrair transcrições da Receita Federal em menos de dois minutos. Faça uma avaliação gratuita sem necessidade de cartão de crédito.

Quem usa Canopy?

Profissionais da área tributária, contadores, advogados tributaristas, agentes inscritos

Canopy Software - 1
Canopy Software - 2
Canopy Software - 3
Canopy Software - 4
Canopy Software - 5

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Avaliações do Canopy

Pontuação média

Geral
4,5
Praticidade
4,5
Atendimento ao cliente
4,4
Recursos
4,3
Relação qualidade/preço
4,2

Avaliações por tamanho de empresa (funcionários)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontre avaliações segundo pontuações

5
66%
4
27%
3
2%
2
2%
1
3%
Filipe
Engenheiro de Produto, Reino Unido
Automotivo, 501–1.000 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Opinião sobre Canopy

4,0 ano passado

Vantagens:

Interface de usuário fácil de usar e intuitiva, os recursos integrados para analise de dados são bons e compatibilidade com outras plataformas.

Desvantagens:

Alguns problemas de desempenho, versões anteriores tiveram problemas de estabilidade e tenho colegas que preferem outras ferramentas e IDEs de programação em python

Steven R
Steven R
Director of Business Engagement, EUA
Usuário do LinkedIn Verificado
Contabilidade, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

"The future is now!"

5,0 há 3 anos

Comentários: Saves us time with client and task tracking. No more chasing spreadsheets and lists.

Vantagens:

Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files. Endless opportunities due to constant upgrades and add-ons. We are currently migrating our entire firm onto the platform and utilizing the client portal feature to exchange information and save on printing, customer requests and storage options. Most impressive is their constant interaction asking how they can improve and getting feedback on new features.

Desvantagens:

I really don't have any dislikes, and if something is a little clunky with a layout or usability they are usually upgrading or fixing it. I'm excited to see tax software so I guess I dislike not having it? The tax software would plug another hole and add well to the transcript and tax form resolution features.

Juventino
Juventino
Owner, EUA
Usuário do LinkedIn Verificado
Contabilidade, Profissional autônomo
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Good software with strong features and lots of promise at a pricey point.

4,0 há 2 anos

Comentários: My overall experience with Canopy has been a good one thus far. Even though I bitch about the cost l, I continue to stay because of the ease of use, simplicity for my clients, and automation I’ve created within my tech stack.

Vantagens:

The best feature is the client portal and mobile app. It has been a business transformation blessing from way before COVID was ever a thing. I remember way back in 2017 when the mobile app was nearly launching how it revolutionized the way my clients do business with me. This is what has kept me on Canopy in spite of the price hikes.

Desvantagens:

Canopy recently has changed their pricing model and I don’t like it because it increases the barriers to tax professional adoption. There are other titles out there who bring good feature sets and a much lower price point and has given me reason to start shopping elsewhere. What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my clients that I virtually moved virtual offices, and avoiding the headaches of all the client questions that would ensue.

Jamieal
owner, Belize
Roupa e moda, Profissional autônomo
Usou o software para: Mais de um ano
Fonte da avaliação

Canopy review

5,0 há 3 semanas Novo

Comentários: It is fast reliable and has a lot of different perks that can be used for your projects and what your doing

Vantagens:

Canopy's progress tracking features are generally well-liked by users since they enable teams to efficiently monitor and manage project progress. These features include real-time visibility, task-level tracking, milestone tracking, performance metrics, visualization tools, and tasks management integration.

Desvantagens:

Some consumers may be concerned about cost, especially smaller companies or teams with tighter resources. Users have expressed interest in assessing the cost structure and making sure that the features and functionalities match the value offered.

Dustin
Dustin
District Manager, EUA
Usuário do LinkedIn Verificado
Bens de consumo, 501–1.000 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

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

3,0 há 4 anos

Comentários: 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.

Vantagens:

The software is cloud based and therefore easy to access.

Desvantagens:

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.