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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.
We serve CPA's, Tax Attorneys, Enrolled Agents and Tax Professionals.
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.
Overall, the people are nice, I love the monthly groups and the new Facebook. Customer service is awesome.
I wouldn't have a tax or bankruptcy practice without IRS Solutions Software.
I am also impressed with the outstanding customer service that I receive when I have questions. Response by [sensitive content hidden] is immediate.
At times the software can be difficult to navigate as pages are not where you would think they would be.
I think the software's help in completing things like Form 433-A are great because it tells you what is allowable, and gives ideas on items you may not have thought about including.
At first, I was quite skeptical especially when I saw the $7 initial monthly fee. Well, after a month of thinking about acquiring the software, I took the plunge and signed up.
Information is updated almost daily. Just a great team and great software that will help my business step to the next level faster than normally would be expected.
I have used it less than one year and am really just getting started with resolution work. If there is something missing from the software I do not know right now.
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.
Canopy
Top FeaturesIRS Solutions Software
Canopy
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IRS Solutions Software
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