Canopy
By Canopy Tax, Inc.
Mobile App: The availability of a firm-facing iOS app is praised for its convenience and regular updates, allowing users to manage their tasks on the go.
Automation and Integration: The ability to automate tasks and integrate with other tools is highly valued by users. This functionality helps save time and reduces the risk of errors.
Customer Support: Canopy's customer support receives positive feedback for being responsive and helpful. Users appreciate the support team's willingness to consider and implement suggestions, which shows a commitment to continuous improvement.
Comprehensive Features: Users often highlight the comprehensive suite of features, including client management, time and billing, document management, and tax resolution. These tools help accounting firms manage their operations more efficiently.
Ease of Use: Many users appreciate Canopy's user-friendly interface, which makes it easy to navigate and manage various accounting tasks. The platform's intuitive design helps streamline workflows and improve productivity.
Initial Setup Complexity: A few users found the initial setup process to be complex and time-consuming, requiring significant effort to get everything configured correctly.
Training and Support: While customer support is generally praised, some users have experienced a lack of adequate training and support after purchasing the software. They reported difficulties in getting phone support and relied on pop-up messages instead.
Lack of Comprehensive Charts: A few users mentioned the absence of detailed charts showing all clients and the status of their cases. This limitation affects their ability to get a quick overview of their practice
Cancellation Policy: There have been complaints about difficulties in canceling the subscription. Some users felt misled by the initial promise of a trial period with easy cancellation.
Dependability Issues: Some users have reported issues with the platform's dependability, particularly around critical deadlines. This has caused frustration for firms that rely on Canopy for timely tax-related tasks.
