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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.
Document management solution designed for businesses of all sizes that helps extract information from bills, categorize data, snap & send papers, collaborate with bookkeepers, and more.
We love Canopy and love that they continue to improve their software with new integrations and functions every quarter.
The company said I could try the product and cancel for up to 6 months. They now are refusing to cancel.
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.
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.
I love how user friendly it is. I love how easy it has allowed me to automate tasks etc. I can see why other Accountants love it.
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.
I love that Canopy had the ability to help me route my tasks properly and productively. I also LOVE that there is a firm facing iOS app.
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.
The application offers ease of use and helps to become more paperless. This will be more and more important in the future and the QBO integration really helps as well.
Xero is a horrible company and Hubdoc has taken a dive with them. I left Xero accounting because of the poor customer service, and now I am looking for a new solution for Hubdoc.
They have a great fetching and integration program for documents. Their free training programs are great.
One negative feature is the inability to tag the bank accounts with the last four digits of the credit/debit card that was used so the Hubdoc can push directly to that bank account.
Overall this is a good entry level solution for automating the entry of your paperwork. As Xero include it with their standard subscriptions it is very cost effective.
They seem to have a problem with Bank of America's security forcing our clients to log in each month and verify their identity.
Useful tool in catch up projects to obtain pdf and csv files of bank and credit card statements. Cheque images and e-transfer details make reconciliation easy and perfect for backing up work.
Hubdoc is terrible and I wouldn't recommend them for anything.
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.
Andrew S.: My name is Andrew. I'm the chief executive officer at a bookkeeping firm. We are basically a management and consultation firm that specializes in bookkeeping, where we have used Hubdoc in the past, and my personal experience, I'd rate it as a five. We use Hubdoc mainly for our clients that want to import their receipts. So we use it mostly for receipt management. We use it to link the receipts within QuickBooks. So we connect both programs together and basically that's what we use it for. What I like most about Hubdoc is I did some comparisons with other programs. So number one, it's affordable. Number two, they have a very nice mobile app. Number three, I also like the fact that you can have multiple logins, so therefore you may have... For example, we used it for a trucking company so the truck driver was able to use Hubdoc to record his receipts. The owner of the company was able to go in and see as well as we, during the books, were able to map those receipts to the customer's files. The only problem we had with Hubdoc was some of the receipts when they're imported, they were not properly mapped, so we had to go in and manually adjust probably the amounts and stuff like that. So it was a little tedious process. I know they did have a support system that was able to assist with this, but that was the only problem that we had with Hubdoc.
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