Canopy 4+

Excellent addition to Practice Mngmt Platform

We use the Canopy Tax platform for Accounting Practice Management. The web based software is quite good as compared to other platforms. However, the companion app is fantastic! I can get so much pertinent information from it! It is very useful when I am out of the office, either at a client or just not working. It allows me to answer clients questions without having to log onto the software on my PC. The fact that I can log my time while working at a client’s office is also very good. If I had to ask for one improvement, it would be the ability to bill a client through the app. Overall I strongly recommend this app to any accounting practitioner.

Accounting office

We have been able to adapt r really well to canopy as part of our practice. It’s convenient and practical to have all clients info concentrated in one place and to provide them their own login access to the clients portal. I tell them that our office provides them with their very own digital file vault with our office where their information is securely stored and accessible at any time. It’s really been great. I’d love to see the clients ability to submit requests to the office through the same platform in the future.

2 Months and more grateful

We have been implementing Canopy into our practice over the past two months. There has been a painful learning curve and there are issues that can use refinement, however, the development team continues to make significant improvements and support has been incredible at helping with the learning curve. No regrets!
Primary reason migrating from previous client-portal was for better user-interface. So far, feedback from even the non-techy clients is very positive!

Developer Response ,

So glad you are finding Canopy to be valuable and that the mobile app helps you and your clients be more efficient. If you ever have any suggestions you might want to see in the app, please go to the settings area and submit them.