Canopy

This app is great for on the go file management, but it lacks in other areas. 90% of the time I cannot find the client that I need to refer to. The ability to add notes would be amazing while on the go. Maybe a read-only function of the organizers could help. Looking forward to seeing what upgrades can be made.

This app is very limited in it’s workflow ability. While it’s nice to see and edit clients and their files, using this for workflow is just not good. There is no way to see what items have been uploaded or commented on by clients, nor does the files section denote any new files until you open a client’s folder. The app is handy for quick reference, but not really a workable part of the day. I would like to see tasks sortable by date, client, or status, as well as a Notification Center so that I know when clients have commented on a request or uploaded a file.

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.

I’ll start by listing what I love about Canopy… Everything! For having seemingly endless abilities and customization, the program feels beginner-friendly and the interface is neat. The client view really stands out amongst competitors. However there is one inconvenience I have to add-the lack of integration with Practice Ignition. Canopy is, of course, still worth the headache. But boy, is it a headache.

You guys at Canopy really are the best and I feel that I can ask for assistance and you don’t just provide feedback, you literally update the software to fix things that I come across. I’ve never had a company take tech issues so seriously. I feel this last update was just for me (at least that’s how it feels) and I’m so happy I moved to Canopy. I’m excited for a lifelong journey with you all!! :)

This is amazing software for firms. Highly recommend.

Changed it to 5 stars because the development team understood all my bugs and the importance of having the option to set the Apple File Viewer by default when opening files.

This is a great product for Accounting industry, I would recommend to any accountant, however they have horrible customer service, always busy and can’t help you same day. They must hire more in customer service and account management.

So easy to use with useful features

Current version does not get past a spinning wait screen for login.