Canopy is easy to use, implement, and integrate. I like how flexible Canopy is. We expect to grow and Canopy easily accomodates our growth. The task list and data storage are among my favorite features. The task list provides the team a dash board of what is urgent and due now. The data storage serves as an excellent client portal.
I've only had to use the customer support twice, but I received immediate help and the problem was resolved within minutes. I appreciate the Canopy team's prompt responses.
Another tool I use frequently is the prepopulated tax forms. I also pull transcripts directly into Canopy in minutes.
Canopy links to Quickbooks to reduce data entry. I love it!
Canopy is a tool for daily use and helps with the revenue and operating cycles of a CPA firm. I love Canopy. Review collected by and hosted on G2.com.
I have part-time employees and the cost of Canopy is fixed per employee whether the employee is part-time or full-time. I still prefer using Canopy to manage workflows, clients, and employees. Review collected by and hosted on G2.com.
