My dedicated rep is very responsive and if she is not available, other support reps are great too.

I love the customer service, they are always there when you need them and are able to quickly resolve your issues.

The software support is the best in the industry from what we have used in the past. The other part that went great was the conversion process.

No sleepy elevator music at ABCOA. This level of customer service is near impossible to find before you add in a global pandemic.

Our ability to fully separate our Finance side from our sales side while still having them integrated has been magnificent.

Over all the DMS is a good tool to have as it integrates and connects the different sides of our business well.

The product is easy to use and its good for a small business.

This is not a very user friendly system and the reports lack a lot.

We have been using Deal Pack for almost a year now and  we got familiar with it pretty quick. I think having all modules, even though they are not in the same screen, facilities the operation.

First, all the tools needed to run and manage a dealership are built into the DMS. Second, easy to run, reliable standard reports with the ability to customize to your desired format if needed.

Deal Pack offers all features that our industry requires. Their support is awesome.

That they will help solve any issue that we may have even if it isn’t with their software. They are great partners to have in business.

SENSITIVE CONTENT HIDDEN] Thank you for all your help.

Great software company to work with. Love the ownership, management, and staff.

ABCoA's investment in the most up-to-date state, federal, and accounting rules and regulations improves compliance, allowing the company to focus on meeting it's customer needs confidently.

Well worth the cost and time and effort to learn. A money-saver in the long run.

Overall Deal Pack has been great to work with. They are easy to use and quick to resolve issues.

User friendly, good customer support after purchase.

On line payments could be simpler. Customers get confused when they have a side (repair) note.

It can be a bit confusing to non accounting minded people.

The team members of ABCoA have been absolutely wonderful to work with. Their response time to questions we have had, has been almost immediate.

Accounting integration, good reputation in the industry.

Solid product that gets the job done with great customer support.

Organization of the data base can at times be confusing. Identifying the location of specific reports can be difficult.

My favorite feature is how this is an all in one software. The capability to sell and maintain customer accounts is outstanding.

I also love the collection module that allows for good collection results.

Cost per license is a little high though i do understand why but it still hurts.

The support is amazing, with the other software programs we have been with we have never had this kind of support before.

From start to finish Everyone at deal pack has been absolutely amazing. These folks can help transition you in even the most hectic of times.

It is a very user friendly software which is capable of  supporting LHPH loan's that we are venturing into, as well as BHPH loan's we currently have.

Deal Pack's customer service is always so great. You guys are always so quick to answer any questions or fix any issues that I have.

Nice backend accounting, receivables and payables modules means not having to link up to a separate accounting software. Knowledgeable and friendly support team.

Great value for the money. Looked at other multiple other software companies before selecting this one and their staff was the deciding factor.

The product has robust features and has proven to be a very stable platform. Accounting integration has proven to be most valuable.

Tech Support has been very helpful. Our clients like the portal too.

I have found that a great deal of my clients have enjoyed the Canopy app. I have gotten feedback that it is good to have their return on the go.

Canopy is always upgrading and improving their software based on constant user feedback.

I love that it's so user friendly and the customer service is great. I love that they are always contacting us about new ideas to integrate into the program and they have implemented them.

Ability to have a real database of clients. Ability to collect fees through Stripe integration with Canopy.

Canopy was very easy to implement and use, it saved alot of time and space as far as filing and was very convenient for a secure upload area for clients.

I like the transcripts, but the CRM is overpriced.

At least monthly, I get an opportunity to view what is new on Canopy and what they are working on next. I can keep my finger on the pulse of my clients so I can quickly respond to their expectations.

What I liked most about using Canopy was how easy it was to navigate. It aliviated a lot of the busy work when communicating with our tax agent.

My clients love it because they can safely share their documents with me.

My overall experience using Canopy has been enjoyable and thankful. I enjoy the security it offers in sending and receiving sensitive files.

Canopy is a great tax utility for small businesses, it has all of the features that are needed and all of the documents required.

Very easy to use, minimalistic layout and great functionality, they know what they are doing and know how to make it easier for accountants.

The company said I could try the product and cancel for up to 6 months. They now are refusing to cancel.

I had problems exchanging large documents securely.

Cool features, outstanding customer service, constantly updating  to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore.

Canopy was a great program, I just don't believe it was worth the money they were asking by year two, so as a business we got rid of it.

I really like the software's ease of use; and my staff loves it.

The software is very easy to use and end user friendly.

Lack of charts showing all clients and the status of their case. This may be because I don't pay for all the bells and whistles.

I've had trouble using the transcripts feature - possibly user error. Found it somewhat easier to call IRS and get the transcripts.

Given the fact that the IRS is paper driven, that says a lot. Customer support is excellent for everything from asking for help to utilize functions or suggesting changes.

Horrendous, clunky design makes it very ineffiecient, and the reporting is practically non-existent.

I love the intuitiveness of the product and the user interface on both my end and my client's. I use the product on a continuous basis and it has turned out to be a precious timesaver for my firm.

I like the ease of integration between things, especially with the Firm Management and client management modules.

Jumped in and decided to make them our company for our tax prep business, and everything went wrong.

Engagements keep you focused on what you need to do and makes things less likely to fall through the cracks. The integration with gmail makes tracking/finding email conversations easy.

When we used Canopy, now the integration with the IRS helped us save so much time for pulling transcripts.

Canopy has saved me time in ease of use in obtaining IRS transcripts.

Customer Service is Terribly - This Company is too new to meet deadlines.

We have saved on paper and toner costs. Having all our client information in one place is incredibly valuable.

Our office LOVES Canopy!!! We love how user friendly it is and they have great customer service.

Such a great company with outstanding services and products. They also offer great education webinars of their company's product.

The company consistantly made promises that they were unable to uphold. Pushbacks on product releases that we desperately needed, and no refund for their mistakes.

US Dollar

abcoa Deal Pack is a business management solution that helps automotive dealerships and finance businesses manage leads, campaigns, workflows, payments, complaints and more on a centralized platform. The built-in accounting functionality allows staff members to manage balance sheets, income statements, cash flows, trial balances and general ledger.


abcoa Deal Pack enables team members to maintain inventory records with details, such as repair history, model, color, make, stock date, location, retail price and other relevant information. It lets employees handle loan servicing, repair bills, insurance, payment receipts and collector assignments. Additionally, the leasing module allows supervisors to monitor lease purchases, returns, asset depreciation and sales tax allocation.


abcoa Deal Pack lets businesses integrate the platform with several third-party solutions, such as DealerTrack, AutoCheck and Carfax. Pricing is available on request and support is extended via FAQs, email, phone, documentation and other online measures.



LongDescription

Lease Tracking

Recurring/Subscription Billing

Buy Here, Pay Here

Sales Management

Used Car Dealer

New Car Dealer

Accounting

Sales Floor Management

Service Department

Lease-Here-Pay-Here

Sales Tax Management

Website Integration

Expense Management

Parts Management

Payment Collection

Mobile App

Billing & Invoicing

Financing Management

Reporting/Analytics

Contact Database

Document Management

Inventory Management

Core Accounting

For Automotive Dealerships

General Ledger

Financial Management

Remote Access/Control

Accounts Receivable

For Small Businesses

Bank Reconciliation

Real Time Analytics

Barcode/Ticket Scanning

Price/Margin Management

Lead Capture

Customizable Reports

Document Storage

Activity Tracking

Invoice Management

Communication Management

Customer Database

Calendar Management

Lead Management

Sales Reports

Inventory Tracking

Forms Management

Real-Time Updates

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Automated Scheduling

Accounting Integration

Website Management

Discount Management

Real Time Reporting

Stock Management

Customizable Forms

Summary Reports

Quotes/Estimates

Customer History

Third-Party Integrations

Purchase Order Management

Electronic Payments

Financial Analysis

Order Management

Transaction History

Cash Flow Management

Sales Orders

Collaboration Tools

Data Import/Export

VIN Lookup

Multi-Location

Mobile Access

Real Time Data

Vendor Management

Add & Edit Photos

Receipt Management

Payroll Management

Forecasting

Contract/License Management

Customizable Fields

Capitalization Reporting

Audit Trail

Fixed Asset Management

Dashboard Creation

Compliance Management

Amortization Schedule

Budgeting/Forecasting

Reminders

Expense Tracking

Audit Management

Asset Lifecycle Management

Payment Tracking

For Equipment Leases

Search/Filter

Status Tracking

Collateral Tracking

Automatic Funds Distribution

Web browser (OS agnostic)

One on One Free online training for Life. Live Rep. to assist w/Support

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

abcoa Deal Pack

In Person

Live Online

Webinars

Documentation

Videos

Canopy is a cloud-based practice management and tax resolution platform for accounting firms, tax professionals, tax attorneys, and enrolled agents. It provides an integrated suite with various tools to help enhance efficiency while creating a connected client experience. Canopy offers a mobile app where clients can securely share files, complete case to-do lists, e-sign documents, view invoices, and make payments. The app is compatible with iOS and Android devices.


Canopy includes features such as birds-eye view, client requests, communications, automated workflows, custom templates, document review, payments, transcripts retrieval, tax resolution, notices, and more. It comes with a practice management module, which allows users to automate client onboarding, manage secure file exchange, and track client communications. 


Pricing is on an annual subscription basis. Support is available via phone, online knowledge base, and video tutorials. 



File Management

Commenting/Notes

Deadline Management

Milestone Tracking

Document Templates

Project Workflow

Messaging

Tax Management

Invoice History

Meeting Management

Time & Billing - $24/month per user, billed annually
Workflow - $30/month per user, billed annually
Transcripts & Notices - $33/month per user, billed annually
Document Management - $40/month per user, billed annually
Client Management - $2.50/per client, per year, billed annually

We provide contact-based pricing tailored specifically for your firm.

abcoa Deal Pack vs Canopy

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