Quem usa o Canopy?

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

Conheça o 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.

Detalhes do Canopy

Canopy

https://www.canopytax.com/

Fundada em 2013

Preço do Canopy

O Canopy possui uma versão gratuita e oferece versão de teste grátis. Versão paga do Canopy a partir de US$ 99,00/mês.

Preço inicial

US$ 99,00/mês

Versão gratuita

Sim

Teste Grátis

Sim

Implantação

Nuvem, SaaS, web

Formação

Ao vivo online

Assistência

24 horas por dia (representante ao vivo)

Online

Recursos do Canopy

Ferramentas de Gestão de Projetos
Controle de horas e despesas
Controle de marcos
Ferramentas de colaboração
Gestão de carteira
Gestão de ideias
Gestão de orçamento
Gestão de recursos
Gráficos de Gantt
Metodologias ágeis (Agile)
Modelos personalizáveis
Métodos tradicionais
Portal do cliente
Quadro kanban
Seguimento do custo até a conclusão
Administração de impostos
Cobrança e faturamento
Conciliação bancária
Contabilidade de fundos
Contabilidade de projetos
Contas a receber
Controle de despesas
Empresas de contabilidade CPA
Gestão da folha de pagamento
Gestão de ativos fixos
Governo
Organizações sem fins lucrativos
Pedidos de compra
Acesso offline
Arquivo morto de documentos
Assinatura eletrônica
Controle de versões
Conversão de tipo de arquivos
Ferramentas de colaboração
Indexação de documentos
Montagem de documentos
Rastreamento de conformidade
Reconhecimento óptico de caracteres
Recuperação de arquivos
Retenção de documentos
Banco de dados de contatos
Calculadora de impostos
Cobrança de projetos
Cobrança por horas
Cobrança recorrente ou de assinaturas
Faturamento de contingências
Faturas personalizáveis
Faturação online
Gestão de agências de cobranças
Múltiplas moedas
Pagamentos móveis
Pagamentos online
Portal de cobrança
Processamento de pagamentos
Cobrança e faturamento
Controle de horas
Fluxo de trabalho de aprovações
Gerenciamento de documentos
Gestão de clientes
Gestão de projetos
Gestão do pessoal
Para empresas de CPA
Portal do cliente
Rastreamento de data de vencimento
Cobrança e faturamento
Controle do processo de aprovação
Declaração de impostos
Formulários de impostos
Gerenciamento de documentos
Gestão de clientes
Gestão do fluxo de trabalho
Planejamento de cenários
Portal do cliente
Rastreamento de data de vencimento
Acesso remoto
Assinatura eletrônica
Bate-papo ao vivo
Chat com vídeo
Colaboração
Conferência virtual
Gerenciamento de reuniões
Gestão de tarefas
Monitoramento da atividade dos funcionários
Rastreamento de fuso horário
Softphone
Suporte remoto

Avaliações do Canopy

Exibindo 5 de 92 avaliações

Geral
4,5/5
Praticidade
4,4/5
Atendimento ao cliente
4,5/5
Recursos
4,3/5
Relação qualidade/preço
4,1/5
Danny N.
Owner
Usou o software por: Mais de um ano
  • Classificação geral
    5/5
  • Praticidade
    5/5
  • Recursos e funcionalidades
    4/5
  • Atendimento ao cliente
    5/5
  • Relação qualidade/preço
    5/5
  • Probabilidade de recomendação
    9/10
  • Fonte da avaliação 
  • Avaliado em 27/04/2018

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

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

Vantagens: 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.

Desvantagens: 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,

  • Fonte da avaliação 
  • Avaliado em 27/04/2018
Elisabeth G.
CEO
Contabilidade, Profissional autônomo
Usou o software por: 6 a 12 meses
  • Classificação geral
    4/5
  • Praticidade
    4/5
  • Recursos e funcionalidades
    4/5
  • Atendimento ao cliente
    5/5
  • Relação qualidade/preço
    4/5
  • Probabilidade de recomendação
    9/10
  • Fonte da avaliação 
  • Avaliado em 30/05/2018

"I have had an outstanding experience with Canopy!"

Comentários: 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.

Vantagens: 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!

Desvantagens: 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.

  • Fonte da avaliação 
  • Avaliado em 30/05/2018
Dustin J.
District Manager
Bens de consumo, 501-1.000 funcionários
Usou o software por: 1 a 5 meses
  • Classificação geral
    3/5
  • Praticidade
    3/5
  • Recursos e funcionalidades
    1/5
  • Atendimento ao cliente
    1/5
  • Relação qualidade/preço
    1/5
  • Probabilidade de recomendação
    0/10
  • Fonte da avaliação 
  • Avaliado em 02/01/2020

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

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.

  • Fonte da avaliação 
  • Avaliado em 02/01/2020
Jennifer M.
Office Manager
Contabilidade, 2-10 funcionários
Usou o software por: 6 a 12 meses
  • Classificação geral
    4/5
  • Praticidade
    3/5
  • Recursos e funcionalidades
    3/5
  • Atendimento ao cliente
    3/5
  • Relação qualidade/preço
    1/5
  • Probabilidade de recomendação
    1/10
  • Fonte da avaliação 
  • Avaliado em 24/03/2020

"Canopy Program Is it worth the money"

Comentários: Canopy was a great program, I just don't believe it was worth the money they were asking by year two, so as a business we got rid of it.

Vantagens: Canopy was very easy to implement and use, it saved alot of time and space as far as filing and was very convenient for a secure upload area for clients.

Desvantagens: I felt it was unnecessary for the program to create files for spouses just because you put them in the profile for the original client. I didn't like that you couldn't change the profile up to fit different types of clients. Also the cost kept going up each year.

  • Fonte da avaliação 
  • Avaliado em 24/03/2020
Julie L.
Accountant Representing
Usou o software por: Mais de um ano
  • Classificação geral
    5/5
  • Praticidade
    4/5
  • Recursos e funcionalidades
    4/5
  • Atendimento ao cliente
    5/5
  • Relação qualidade/preço
    3/5
  • Probabilidade de recomendação
    8/10
  • Fonte da avaliação 
  • Avaliado em 10/04/2018

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

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

Vantagens: 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.

Desvantagens: 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.

  • Fonte da avaliação 
  • Avaliado em 10/04/2018