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Canopy

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436 Bewertungen
  • 2 Profile
  • 4 Kategorien
Durchschnittliche Sternebewertung
4.6
Betreut Kunden seit
2014

Profile Name

Star Rating

351
63
14
5
7

Canopy Reviews

Review Filters
Profile Name
Star Rating
351
63
14
5
7
Robin B.
RB
Robin B.
08/18/2024
Bestätigter Bewerter
Verifizierter aktueller Benutzer
Bewertungsquelle: Verkäufer einladen
Anreizbasierte Bewertung
Übersetzt mit KI

Praxismanagement vom Feinsten!

Zusammenarbeit mit Mitarbeitern, Arbeitsablauf, Vorlagen für wiederkehrende Aufgaben und E-Mails.
Hayden A.
HA
Hayden A.
I'm a managing partner in a CPA firm that provides audit, bookkeeping, payroll and tax planning for clients across the U.S. We are based in Katy, TX.
08/06/2024
Bestätigter Bewerter
Bewertungsquelle: Organisch

Canopy is the best system for a CAS system.

Canopy is easy to use, implement, and integrate. I like how flexible Canopy is. We expect to grow and Canopy easily accomodates our growth. The task list and data storage are among my favorite features. The task list provides the team a dash board of what is urgent and due now. The data storage serves as an excellent client portal. I've only had to use the customer support twice, but I received immediate help and the problem was resolved within minutes. I appreciate the Canopy team's prompt responses. Another tool I use frequently is the prepopulated tax forms. I also pull transcripts directly into Canopy in minutes. Canopy links to Quickbooks to reduce data entry. I love it! Canopy is a tool for daily use and helps with the revenue and operating cycles of a CPA firm. I love Canopy.
Dunning A.
DA
Dunning A.
Admin
08/05/2024
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Verifizierter aktueller Benutzer
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Anreizbasierte Bewertung

Getting started with Canopy

The support team in helping us get acquainted with the program and all of its uses. They set up a roadmap for us that is helping establish the best possible way for us to jump into Canopy. The implementation process has been a breeze.

About

Contact

HQ Location:
Draper, Utah

Social

@canopysuite

What is Canopy?

Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as minutes. Everything we do revolves around improving the quality of life for accounting and tax professionals.

Details

Gründungsjahr
2014