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Canopy is suited for midsize accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform.
Designed for small businesses, independent accountants, bookkeepers and CPA firms in USA and Canada, it is a tax practice management solution that enables to electronically file 1099 or W2 forms.
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.
Overall, we have had a great experience and appreciate that each year Tax1099 takes our feedback and makes whatever adjustments they can to better serve us and their clients.
They do not provide any support around tax season. Either they just don't bother and stop looking at complaints or they just can't handle the workload.
I have been using this platform since 2018 and when I started using it I was so happy of the ease and the convinience of it.
Spent hours trying to rectify this including sending information to Dept of Tax and contacting Tax1099. End result of denial of claim and penalty imposed for late filing.
I love everything about Tax1099.com. It is very easy to use and the price is worth what you get.
The only issue I had with Tax1099.com is that I was charged for using their format to file a 941X and was not able to e-file it.
We save ton of time where they support QBD and QBO at the same time. Workflow mgt is another great feature that we like.
We will be disputing the charge and will not return to this service unless a prompt response is received. The phone number simply hangs up on the caller.
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.
Speaker 1: Hi, my name is Odette and I'm the owner and photographer at Odette for Art, and I give tax1099.com five out of five. Well, for me, sometimes as a photographer, sometimes I have contractors, especially I work with the stylists, and I needed to provide them with Tax 1099 form for the IRS, and I found Tax1099, and it was really easy for me. What I like the most about this program is that it's so easy even for me, that I don't have a lot of knowledge about tax form and the IRS, and it was really easy, really comprehensive for me to fill out all the information and give all the details and deliver the forms in time. I don't think I would change anything, but, well, this is my second year using the program, and maybe with more years I would have more information and things that I would change. But right now, as it was so easy for me to set up and deliver the information, I would say I like it as it is.
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