I have been a Canopy user for several years now and they truly care about their customers. I switched to Canopy because they were able to offer all the services I needed for my practice in one application. They always making improvements to their software, including AI features. They provide simple to use solutions for CRM, communication, client portal, workflow management, and billing. I love the customization of the client portal, which can be customized for different types of clients. Not just for tax clients. I have clients that I do accounting for, but not tax prep, and tax clients that l do not do accounting for. Canopy makes it possible for all my clients to be under one "CANOPY". This is one of my favorite aspects of it. I have had a very positive experience using Canopy, as have my clients. Review collected by and hosted on G2.com.
The cost of adding additional licenses for certain features like workflow and document management modules is high. I would like for a data entry person to be able to use the document management module without paying such a high cost for an additional license. Review collected by and hosted on G2.com.
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