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.

It’s the best professional level software for any office or school. Very reliable and super user friendly.

I grew up with this software, it was taught to me at school and I thought it was the only way to do things. I was in love with Microsoft 365, its useful, accessible and easy to use tools.

I love that the programs integrate seamlessly and can store files online in the SharePoint platform for ease of use when sharing documents for collaboration.

It's very easy to use and the fact that you are able to not only switch between them very quickly and seamlessly, but the fact that they integrate with one another is amazing.

Overall experience is great start from installing to using and updating yearly in the organisation. It just takes care of its own when it comes to updating which is great.

It is terrible on mobile or even if you just have the admin panel taking up half of your screen. Can be frustrating to work with.

The overall suite is nice to collaborate with fellow employees on specifically Microsoft Teams is amazing for collaboration.

My overall experience is good  I would recommend this program to everyone. I have had a positive experience  with this program.

If I have no internet connection then I an not able to access anything which can be frustrating if I am out somewhere with no connection.

My experience with Microsoft 365 has been great. I really like using the software because it helps me with business letters and eeseach.

It's nice to have a one-stop-shop for all of your needs. That makes it super helpful because it works across platforms.

Non profit pricing is excellent. Love the Office 365 Exchange much better than on-site.

Customer Service is included in the cos,  I have had to call them a couple of times and have been taken care of by a real person and they have resolved whatever issue I was having.

Everything you love about the disk version of Microsoft but in the cloud. Super easy to use, super easy to share - and you can plugin in Grammarly.

I like some of the apps that you can integrate with the system. They are superior and more advanced.

There are many things that I love about this program. The price point is fantastic, especially considering all the resources you get for a small monthly fee.

It's super easy to setup for my employees. I get the peace of mind they are using the best.

And all includen in the same plan. I use it in my work space and its amazing, the flexibility and the integration is amazing.

I like the ease of use of Office 365. It is a great value for the money and helps me keep all of my business information easily accessible.

The auto quarantining is a bit aggressive and sometimes has false positives. As an admin I can release them so no email is lost, but still a bit annoying.

I love that they offer Office 365 for free to use, and I love the ease of most of their apps, such as Microsoft Word, and a few other docs.

Doing the same search query on desktop vs. browser will consistently return different results, which is particularly frustrating. The calendaring system has also gotten worse over the years.

The overall experience has been wonderful. Even the customer support was a pleasant surprise, compared to others.

It was a godsend to have 365 in place, because I was able to move my business out of the office as needed during the more challenging springtime, and now have the option to work from home as desired.

The microsoft suite is amazing because it is compatible with pretty much everything now. Making documents is great because it has review things where you can send things to other people.

Microsoft Support is horrible and it takes an incredibly long time to get through to them if you have a problem.

Overall Microsoft 365 is an amazing product with great features and wonderful customer service.

The customer service staff is amazing and well trained. My experience with Office 365 has been amazing and I will continue using this product.

It’s been a great product and I like having mag programs to get various jobs done. Price point is good and quality is great.

The worst thing would be that its hard to recover lost excel documents as they don't show in recent workbooks.

I love that this program is very easy to use and has lots of functionality. I also love that there is a place to find answers when necessary.

Great suite of products. With Excel, Word, and Outlook being at the forefront of the great softwares that are part of office 365.

Ease of use and the ability to communicate and share your screen with coworkers. Great part of the Office 365 suite.

US Dollar

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. 



LongDescription

File Management

Commenting/Notes

Deadline Management

Milestone Tracking

Document Templates

Project Workflow

Messaging

Tax Management

Electronic Payments

Invoice History

Status Tracking

Meeting Management

Payment Processing

Tax Forms

Recurring/Subscription Billing

Due Date Tracking

Time Tracking

Project Templates

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Progress Tracking

Digital Signature

Mobile Payments

Task Scheduling

Financial Management

Electronic Signature

Project Billing

Credit Card Processing

Invoice Management

Project Planning/Scheduling

CPA Firms

Timesheet Management

Project Management

Task Planning

Approval Process Control

Customizable Invoices

Projections

Document Capture

For Accountants

Resource Management

Customizable Fields

Collaboration Tools

File Recovery

Full Text Search

Data Import/Export

Offline Access

Accounting

Multiple Projects

File Transfer

File Conversion

Document Classification

QuickBooks Integration

Contact Management

Version Control

Content Management

Configurable Workflow

For CPA Firms

Project Time Tracking

Hourly Billing

Cost-to-Completion Tracking

Mobile Access

Online Payments

Online Invoicing

Compliance Management

Real Time Data

Billing Portal

Client Portal

Forms Management

ACH Payment Processing

Workflow Management

Project Accounting

Email Management

Project Tracking

Percent-Complete Tracking

File Sharing

Activity Dashboard

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Traditional Methodologies

Reminders

Invoice Creation

Time & Expense Tracking

Reporting/Project Tracking

Customizable Templates

Billing & Invoicing

Document Review

Accounting Integration

Document Automation

Expense Tracking

Time Zone Tracking

Customizable Branding

Compliance Tracking

Reporting/Analytics

Contact Database

Remote Access/Control

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.

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+

Canopy

In Person

Live Online

Webinars

Documentation

Videos

Microsoft 365, formerly Office 365, is a suite of office collaboration and productivity applications. The software encompasses modules that enables the use of Microsoft Office suite and cloud-based solutions such as Skype, Exchange and SharePoint. While Microsoft 365 can be deployed through single sign-on leveraging an Active Directory, the software’s functions can be configured on the online portal. It provides products such as OneDrive, Outlook, OneNote, PowerPoint, MicrosoftTeams and SharePoint.


Primary features of Microsoft 365 comprise hosted services, office applications, updates, collaboration tools and Microsoft 365 Education. Additionally, users can leverage the suite for cross-platform efficiency, updated workflow, on-air meetings, cloud collaboration and email hosting.


Catering to businesses and homes, Microsoft 365 can be accessed via web, iOS or Android operating system. It also provides on-premise solution for enterprises. Support is provided via email, phone and an online help desk. Pricing is per user per month.



Email Monitoring

Two-Way Audio & Video

Presentation Tools

Data Synchronization

Templates

Calendar/Reminder System

Team Calendars

Communication Management

Brainstorming

Office Suite

Calendar Management

Room Booking

Microsoft 365 Business Basic: $6.00 Microsoft 365 Business Basic USD$6.00user/month
Microsoft 365 Business Standard: $12.50 Microsoft 365 Business Standard USD$12.50user/month
Microsoft 365 Business Premium: $22.00 Microsoft 365 Business Premium USD$22.00user/month

Canopy vs Microsoft 365

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