Canopy
Simplify tax practice with Canopy. Cloud-based tax resolution, practice management, and transcript analysis software.
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Top 3 Features
Cloud-based practice management and tax resolution software for accounting professionals.
Centralized client portal, workflow automation, and document management.
Secure communication and collaboration tools for remote teams.
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Software Description
The software description may have been generated by L2Business during the initial deployment of our directory and may not reflect the provider’s input. L2Business is transitioning to provider-written descriptions; however, we make no representations or warranties regarding the accuracy, completeness, or reliability of this description.
Introduction
Canopy is an all-in-one practice management software designed to help tax and accounting professionals streamline their workflows and improve overall efficiency. With a wide range of features, including client management, document management, and task tracking, Canopy aims to provide a centralized platform for managing all aspects of your accounting practice. In this review, we will explore the key features and benefits of Canopy and how it can help you better manage your tax and accounting practice.
Efficient Client Management and Collaboration
Client Portal
Canopy's client portal provides a secure and convenient way for clients to share documents, access important information, and communicate with their tax professionals. The portal is customizable, enabling you to add your branding and create a professional appearance. By offering a user-friendly interface for clients, Canopy helps improve client satisfaction and streamlines the document collection process.
Client Relationship Management (CRM)
The platform features a built-in CRM system that helps you manage client information, track interactions, and monitor important deadlines. By centralizing client data, Canopy makes it easier to manage relationships and ensure you deliver exceptional client service.
Document Management and Task Tracking
Document Management
Canopy's document management feature allows you to store, organize, and access all your client files in one secure location. With version control and audit history, you can keep track of changes and collaborate more effectively with your team. The platform also offers Optical Character Recognition (OCR) technology, enabling you to quickly search and locate important documents.
Task Management and Workflow Automation
The platform includes a task management system that allows you to create, assign, and track tasks for yourself and your team. With customizable templates and automated workflows, Canopy helps you standardize processes and increase overall productivity. You can also set due dates and receive notifications to ensure deadlines are met.
Integration with Popular Tax and Accounting Tools
Seamless Integrations
Canopy integrates with popular tax and accounting tools, such as QuickBooks Online, Xero, and TaxDome, allowing you to streamline your practice and eliminate the need for multiple software solutions. These integrations help you save time by reducing manual data entry and ensuring that your client data is always up-to-date.
Conclusion
Canopy is a comprehensive practice management software designed to help tax and accounting professionals streamline their operations and improve overall efficiency. With its client portal, CRM system, document management, task tracking, and seamless integrations with popular tools, Canopy offers a robust solution for managing all aspects of your accounting practice. If you're looking for a platform that can help you centralize your practice management and enhance your productivity, Canopy could be an excellent choice for you.
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Active Pricing Plans
Standard
Recommended for small firms.
Canopy starts with Client Management, our base platform. (Think of it as the cone or cup for whatever practice management ice cream sundae you want to build.) All plans require Client Management and—except for our a la carte offerings—will include these fees.
Free up to 500 contracts; Additional sold in increments of 50. For more than 2000 contracts, contact sales for quote.
Billed by annual contract.
$0 + implementation fee up to 500 contracts
Pro
Recommended for growing firms.
Canopy starts with Client Management, our base platform. (Think of it as the cone or cup for whatever practice management ice cream sundae you want to build.) All plans require Client Management and—except for our a la carte offerings—will include these fees.
With Pro, get all of the core Canopy functionality, plus:
Client Management: Custom teams & roles
Client Management: Custom reports & formulas
Workflow: Roles for task assignment
Workflow: Custom reports & formulas
Workflow: Pooled work lists by team or role
Time & Billing: Custom reports & formulas
Free up to 500 contracts; Additional sold in increments of 50. For more than 2000 contracts, contact sales for quote.
Billed by annual contract.
$0 + implementation fee up to 500 contracts
Main Features
Practice Management
Tax Resolution
Client Management
Document Management
Practice Management
Provider Feature Description
The practice management feature in Canopy software streamlines and centralizes various tasks for accounting professionals. It offers tools for client communication, document management, and task tracking. With this feature, users can securely share files, collaborate with team members, and track the progress of client work. Additionally, practice management in Canopy helps to automate administrative tasks, such as sending reminders and generating invoices, allowing accountants to focus more on serving their clients.
Tax Resolution
Provider Feature Description
The tax resolution feature in Canopy software streamlines the process of resolving tax issues. It provides users with a comprehensive set of tools to manage and handle tax cases effectively. Users can easily track and organize important documents, correspondence, and deadlines related to tax resolutions. Additionally, the software offers features like automated alerts and notifications to ensure that users stay on top of their tax resolution tasks.
Client Management
Provider Feature Description
The client management feature in Canopy software is designed to help businesses efficiently and effectively manage their client relationships. It allows users to store and organize client information, including contact details, past communications, and important documents. The feature also provides tools for creating and sending invoices, tracking payments, and managing client projects or engagements. With the client management feature in Canopy, businesses can streamline their client interactions and improve overall client satisfaction.
Document Management
Provider Feature Description
The document management feature in Canopy software streamlines and organizes the process of creating, sending, and tracking documents. It allows users to upload, store, and share files securely in a centralized location. Users can easily create templates for commonly used documents, such as engagement letters or invoices, to save time and ensure consistency. This feature also enables customizable signing workflows, which simplify the process of obtaining client signatures electronically. Overall, Canopy's document management feature helps optimize document creation, storage, and collaboration for improved efficiency and client communication.
How These Features Solve Your Problems
Connect with Software Providers: Ask & Upvote!
This Q&A section is your chance to connect directly with software providers and get the answers you need to make informed decisions.
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Downvoting can help remove irrelevant or duplicate questions.
Open Forum:
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Customer Ratings
Usability
Usability assesses how user-friendly and intuitive the software is. It includes factors like ease of navigation, interface design, and overall user experience. A high rating in this category indicates that users find the software easy to learn and use.
Functionality
and Features
Functionality and Features evaluates the effectiveness of the software's features and its ability to perform its intended functions. It considers the richness of features, their relevance to the users' needs, and how well they integrate to provide a solution.
Performance
and Reliability
Performance and Reliability focuses on the software's speed, responsiveness, and stability. High ratings here would mean the software operates smoothly, with minimal bugs or crashes, and delivers consistent performance.
Customer Support
and Service
Customer Support and Service rates the quality of the customer support provided by the software company. It includes aspects like the responsiveness of customer service, the availability of resources (like tutorials and FAQs), and the overall satisfaction with the support received.
Value for Money
Value for Money assesses whether the software provides good value for its cost. It considers the software's pricing in relation to its features, performance, and the benefits it offers to the user. A high rating here indicates that users feel the software is priced fairly for the value it provides.
Customer Reviews
Software Security Features
Software Integrations
Seamless Connections: Unleash the Power of Integrations
Do you love your current software, but wish it could talk to the others in your tech stack? We hear you! That's where integrations come in.
Here, you can find a comprehensive list of software that integrates with this software, allowing you to:
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Streamline workflows: Effortlessly transfer data between applications, eliminating manual entry and errors.
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Boost productivity: Automate tasks and save valuable time by letting your software work together.
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Gain deeper insights: Combine data from different sources for a unified view of your operations and customers.
Find Your Perfect Match:
Simply browse the software listings below. Each listing will indicate if it integrates with our solution, making it easy to build a powerful, connected ecosystem for your business needs.
Not listed here? No problem! We're constantly expanding our integration network. Feel free to reach out to us to discuss potential integrations with your favorite software.
Customer Support & Implementation
Software Deployment
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Deployment options:
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On-premises: This means that the software is installed on the customer's own hardware and software. This option can be more secure and give the customer more control over the software, but it can also be more expensive and time-consuming to maintain.
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Cloud-based: This means that the software is hosted on a third-party server. This option can be more scalable and cost-effective than on-premises deployment, but it can also be less secure and give the customer less control over the software.
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SaaS (Software as a Service): This is a type of cloud-based deployment where the customer accesses the software over the internet. SaaS is a good option for businesses that need a quick and easy way to deploy software, but it can also be more expensive than other deployment options.
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Web-based: This means that the software is accessed through a web browser. Web-based software is typically easy to use and deploy, but it may not have the same features as other types of software.
Device Compatibility
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Device Compatability:
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Desktop: This means that the software is compatible with desktop computers running Windows, macOS, or Linux.
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Mobile: This means that the software is compatible with mobile devices running iOS or Android.
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Tablet: This means that the software is compatible with tablet devices running iOS or Android.
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Web: This means that the software can be accessed through a web browser.
Customer Support Options
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Self-service support
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Knowledge Base: A comprehensive collection of articles, FAQs, and troubleshooting guides that customers can access to resolve issues on their own.
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Online Forums: A platform for customers to discuss issues, share solutions, and connect with other users.
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Tutorials and Videos: Step-by-step guides and visual demonstrations that help customers learn how to use the software.
Reactive support
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Email Support: Customers can send email inquiries to the support team, who will typically respond within 24 hours.
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Phone Support: Customers can call a toll-free number to speak directly with a support representative.
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Live Chat: Customers can chat with a support representative in real time through a web-based chat interface.
Proactive support
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In-app Help: Contextual help and support options embedded directly within the software application.
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Predictive Support: AI-powered systems that anticipate potential issues and proactively offer solutions to customers.
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Account Management: Dedicated support representatives assigned to specific customers to provide personalized assistance.
Escalated support
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Ticket Escalation: For complex or unresolved issues, customer support tickets can be escalated to higher levels of expertise.
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On-site Support: For critical issues, technical support personnel can be dispatched to the customer's location to provide in-person assistance.
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SLAs (Service Level Agreements): Customers can pay for premium support services with guaranteed response times and resolution times.
Manuals & Resources
Awards & Achievements
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Testimonials & Case Studies
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Blog Integration
The provider has not yet listed their blog for integration with the L2Business Platform.