canopy
canopy : Reviews, Pricing, Features & Alternatives
$24.00
canopy is a Financial Services Software. Price : $24 (free trial available). Review canopy : Overview & Pricing
canopy Overview : Features, Pricing, Reviews & Alternatives
canopy is a Financial Services Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
canopy is listed as a Industry Specific Software for companies and is used for Law Practice Management, Tax Management, Accounting Practice Management, Accounting …
canopy price starts from $ 24 per user and per month (free trial available).
Canopy is a financial data reporting, analysis, visualization and aggregation platform that enables high net worth individuals and their wealth managers to make sense of their data.
Practice management software for accounting firms
What is canopy ?
Getting a comprehensive and accurate view of a wealthy individual’s entire wealth portfolio is challenging for both individuals and their wealth managers due to the sheer complexity of their assets, which are spread equally across multiple bank accounts. To solve this problem, we created Canopy, a platform that allows you to add and view all assets as a portfolio, advanced portfolio analysis, custom reporting, and more.
Canopy creates tax and accounting software that simplifies your practice so you can help more clients. Canopy Practice Management lets you connect every element of your practice with features ranging from CRM to project management. Our tax resolution saves you hours on every case with smart automation and instant calculations. With our free transcript tool, you can extract IRS transcripts in as little as 2 minutes. With our notification tool, you can quickly learn about specific IRS notification requirements and follow a step-by-step path to resolution.
This is an f# web testing and automation library, built in Selenium (also compatible with c#). This simplifies UI testing.
What is the canopy? Canopy is a tax practice and ruling management system developed for tax attorneys, accountants, and tax professionals. Its goal is to simplify tax commitments and work so that users can organize their billing, documents, tasks and workflows. It also allows them to manage and organize their contacts and connect their customers with the right people. Additionally, clients have a portal where they can share files with users and complete surveys. This tax resolution platform can help users instantly find the most ideal course of action for clients involved in various cases such as trust fund recovery, liens, liens, innocent spouse, and reduced penalties. With the help of collection analysis, users can provide the solution that could best solve the current situation of their customers. Finally, Canopy’s storage is unlimited and it supports all file types such as .mov, .jpeg, and spreadsheets.
Canopy actively connects, analyzes and monitors every data point of your sales team. Make sure every revenue manager has the answers they need to drive predictable revenue growth.
canopy Review : Pros & Cons
Pros & Cons
When it comes to finding the right Financial Services tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is canopy, and as you may have guessed from the title, this review will tell you more about canopy’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
canopy Pros : Key Benefits
– Canopy is ideal for midsize accounting firms that need a complete practice management solution to organize their team, workload, and clients from a single platform.
– Productivity: See your team’s daily progress from a bird’s eye view. Schedule hours, track time and delegate tasks easily.
– Keep your team organized.
– Document management: Establish a centralized document center for your company with organized and personalized folder structures. Drag and drop, print or scan files directly to client records, all without worrying about storage limits.
– Workflow – Streamline your workflow by using templates for letters, client inquiries, and ongoing projects. Use the task pane to keep track of your team’s daily workload. Use workflow to make it clear to everyone in your company what they’re working on at any given time.
– Communication – Track communication between you, your team, and your customers in one place. Plus, send mass emails with just one click.
– Create a connected customer experience.
– CRM: Manage all your contact information in one place and view the information that matters most to your business with custom fields and filters.
– Client Portal: Stay in sync with your clients, through a personalized branded portal where they will have access to everything relevant to their case, including: Invoices, Requests, Files, Payments, Design. The Client Portal is available on Android and iOS mobile devices.
– Electronic Signature: Collect electronic signatures, authenticated with knowledge-based authentication, from your customers without trying to meet schedules.
canopy Cons
– Con : Custom integrations can come at a price.
canopy Features
Here is the list of the main features of this computer software :
– ACH Payment Processing
– API
– Access Controls/Permissions
– Accounting Integration
– Accounts Receivable
– Activity Dashboard
– Activity Tracking
– Alerts/Notifications
– Approval Process Control
– Approval Workflow
– Archiving & Retention
– Billing & Invoicing
– Billing Portal
– CPA Firms
– CRM
– Client Management
– Client Portal
– Collaboration Tools
– Compliance Tracking
– Configurable Workflow
Main function & Pro Features
– ACH Payment Processing
– API
– Access Controls/Permissions
– Accounting Integration
– Accounts Receivable
– Activity Dashboard
– Activity Tracking
– Alerts/Notifications
– Approval Process Control
– Approval Workflow
– Archiving & Retention
– Billing & Invoicing
– Billing Portal
– CPA Firms
– CRM
– Client Management
– Client Portal
– Collaboration Tools
– Compliance Tracking
– Configurable Workflow
canopy Integrations
canopy integrates with more than 13 applications & plugins like Google Sheets, Slack and Microsoft Excel (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Top 20 canopy integrations
– Microsoft Excel
– Slack
– Google Sheets
– Gmail
– Mailchimp
– Google Forms
– FreshBooks
– Zapier
– Xero
– Typeform
– Microsoft Outlook
– BlueCart
– Squeezely
canopy Pricing
The canopy pricing plan starts from $ 24 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
canopy offers several pricing plans :
– Free Trial : $ 0,00 per user / per month
– Start : $ 24,00 per user / per month
– Professional : –
– Enterprise : –
– Premium : –
| Free Trial | Start | Professional | Enterprise | Premium |
| $0,00 | $24,00 | – | – | – |
| Per month | Per month | Per month | Per month | Per month |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Software Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : Yes : 14 days
Free plan : Yes, free version
Freemium : Freemium software
Starting price : $ 24,00
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
canopy is a cloud-based Financial Services platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
canopy is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …) and mobile platforms (like Android and iOS).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : Android / iOS – iPhone – iPad
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : 24/7 Live support, Chat, Email / Help Desk, FAQs / Forum, Knowledge Base, Phone Support, Online Support …
Hotline : Yes
Training options : Documentation, Live Online, Videos, Webinars …
Industry & Customers
Who use canopy ?
This software package is tailored to business needs : Entrepreneur, Medium Company, Large Companys …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Finance – Bank – Insurance …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Entrepreneur, Freelancer, Large Company …)
canopy Screenshots & Images : UI, dashboard …
canopy Business Software Pricing
canopy Features & Overview
canopy Screenshot
canopy Screenshot
Videos
Video #1
canopy Reviews
Here is our opinion on canopy : this is an excellent financial services software to recommend .
canopy User Reviews & Ratings
Online and customer reviews of canopy software are quite plentiful and overall very positive :
Overall rating : 3,95
Value for money : 3,9
Functionality : 3,95
Usefulness : 4/5
Ease of use : 4
User rating Excellent : 10%
User rating Very Good : 90%
User rating Average : 0%
User rating Poor : 0%
User rating Terrible : 0%
The main benefits of Canopy are its very convenient tax resolution analysis, notifications of new relevant information, the IRS forms tool for practice management and the collaborative client portal.
Popularity on social networks : 15000 fans on Facebook
Your Customer Review on canopy
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend canopy ? What is your likelihood to renew ?
FAQs
Why use a Financial Services Software ?
Specific software is software packages exclusively adapted to the needs of an industrial sector or a trade. We find, for example, software for law firms, software for doctors, software for managing a farm, software for hairdressing salons, etc. High availability, Role-Based Access Control, integrations … Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Industry Specific Software Review
Company details
Developed by CANOPY, Inc.
HQ location : Lehi
Founded in 2014 by Davis Bell
Total revenue : $6.7M
Fundings : $96.5M
Industry : B2B SaaS company
Software Category : Financial Services Software (Open Source software)
Schema : SoftwareApplication > BusinessApplication
Tags : …
Website : visit getcanopy.com
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on canopy is independent in order to highlight the strengths and weaknesses of this Financial Services Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
canopy Alternatives
If you’re understanding the drawbacks and you’re looking for a canopy alternative, there are more than 402 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to canopy
– TaxDome
– Practice Ignition
– Jetpack Workflow
– Karbon
– Trello
– Nomics API
– DealCloud
– CardPointe
– Online Check Writer
– Floify
SaaS alternatives
Apache Aurora : Apache Aurora is a service scheduler that runs on Mesos, allowing you to run long-running services that take advantage of the scalability, fault tolerance, and resource isolation of Mesos.
Anaconda : A free and open source distribution of the Python and R programming languages for scientific computing, aimed at simplifying package deployment and administration. Package versions are managed by the conda package management system.
JUnit : JUnit is a simple framework for writing repeatable tests. It is an instance of the xUnit architecture for unit test frameworks.
Cucumber : Cucumber is a tool that supports behavior-based development (BDD), a software development process that aims to improve software quality and reduce maintenance costs.
Mockito : It’s a teasing frame that really tastes good. It allows you to write beautiful tests with a clean and simple API. It doesn’t give you a hangover because the tests are very readable and produce clean check errors.
You can also take a look at other business apps, like our WizIQ LMS review and our Feedier review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Financial Services Software to find out which one is right for your needs. Discover how these Financial Services Software compare to canopy when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
