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Canopy is suited for mid-size accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform.
The technical support team is pleasure to speak with and very informative. They are able to help me understand and utilize Core better.
I find the billing process steps a bit awkward but I am used to them now. It is annoying to have to look for the most recent invoice under Invoice Review once the invoice is processed as final.
Fantastic time-billing software. The flexibility it has in generating reports and the technical support from staff was terrific.
No real changes to suggest as of yet. There is already a lot to absorb.
Key project information on reports is helping our project managers make important timely decisions in real time. Absolutely love their excellent customer service.
Our project managers thought it was hard to use, and didn't feel our data was always accurately depicted.
Amazing customer support and a great product. Glad to not be shopping for a new product for sure.
Early on we had a difficult time understanding the vendor bill workflow.
We have had great success with client-adoption. I also like the automated client reminders.
The company said I could try the product and cancel for up to 6 months. They now are refusing to cancel.
Their customer support is excellent. I have appreciated them reaching out to us to see how we are doing certain tasks and we are able to give them suggestions for change.
Lack of charts showing all clients and the status of their case. This may be because I don't pay for all the bells and whistles.
It's easy to use and I love that it's continually updated and improved upon. Suggestions are actually considered and implemented which shows that they really care about providing the best product.
It appears that it is designed to offer more practice management functionality but it seems once I paid for it, the support to train how to use it disappeared. No phone calls, just pop up messages.
The software is amazing, it works perfectly for my needs and it integrates well with the rest of our system. It's very easy to use, has a great interface and a huge range of features.
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.
Cecilia T.: Hi, I'm Cecilia. I'm a financial administrator, and I give BQE Core Suite a five out of five rating. For more ratings like this, click below. We use it for maintaining costs and in invoicing our clients for the projects as they progress. We do it on a monthly basis, and it's very easy to maintain the accounts for the clients, make sure everything's up to date, and record all the payments. I like BQE because you can really customize pretty much projects, employees, all activities, the way you invoice. You can customize pretty much each process throughout the business cycle to your company's needs. You can filter and create groups and lists to meet the company's needs specifically for you. I work with architectural people who are very visual, and I think they use colors a lot and are very less wordy and more visual, I guess, is the big thing. We find Core sometimes all the screens look exactly the same, so they have to read it. And it's hard for them to say, "Okay, this is a budget screen. This is a fee schedule screen," because they all look the same. They're like blank slates. It would be great if all the budget screens were in one color and all the fee schedule screens were in another color so they know when they're keying something in at what point of the system they're in. Are they in projects? Are they in budgets? Are they in time entries? Green for time entries, yellow for budgets. That would really make, I think, just click in quicker for them. It takes longer for them to read every single screen.
Joshua G.: I'm Joshua. I'm the owner of an accounting firm and I give Canopy four out of five stars. Before there was Canopy, it was a hodgepodge of trying to use different systems and software. There wasn't anything that really stood out. I chose Canopy because they allow me to keep every client's information confidential and secure. It's, well, as I understood it, better than bank level security when it comes to keeping private information private. Getting onto Canopy was a piece of cake, I guess you could say. Logging in, seeing everything laid out, I guess you could say ergonomically, it was just very easy to use. If you're considering Canopy to use in your business, I don't know. I'd just say they're a great product to work with. Customer support is excellent and I just really love it and hope you will too.
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