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.

But I guess this is in each and everyone developer's hand. So maybe a guideline on what not to do to avoid performance losses.

The only problem I have is when updating the version and the pages tend to have problems of accommodation.

It does create good websites, with pretty much good features and integration among objects, which facilitates structuring and maintaining.

It is very easy to use and it has a lot of features. Everyone can build amazing website with beautiful templates.

It's a very helpful software/website in helping you learn and create your very own website for an affordable price.

Also when there is an error it is very difficult to figure out how to solve it because there is no support (obvious for open source but still a problem).

Wordpress is really great for people who do not code but want to have a website. It has lot of additional integrations available which help you build websites which are scalable.

The customer service is the worst. Whenever I email them with a problem, they sometimes don’t fix it for weeks and I have to keep reminding them.

My overall experience with Wordpress is Fantastic. It is one of the best software I have come across.

Currently my website had all the plug-ins crash, and they all disappeared, so keep in mind that WP is notorious for needing to troubleshoot your website once in a while.

On the beginning I have a problem with some message about a having an error whic I did not find.

Easy to install and use, with a huge community developing and improving features. It's a great tool for almost everything, from a simple Landing Page to a huge E-Commerce.

I love that I was able to accomplish what I wanted, on my own by using help features and just by clicking around and trying different things.

I enjoy Wordpress for the flexibility to setup my personal website. They several templates to choose from and each have unique abilities with them to make your webpage fantastic.

It was excellent, down to the whole designing process and the company itself. The customer support is also fantastic.

Some plugins are very bad, and also very bad translated, or make some other plugins crash so you must be very carefull with what do you install.

WordPress is really one of the best things to ever exist. The ability to create websites that look so sleek and beautiful, modern and attractive, is incredible.

I learned a lot and saved tons of time using it. I'd highly recommend it for most of the people as it has a very pleasant UI and it's easy to use even for not tech people - your client.

It is the best and biggest platform for creating content I have ever known. Wordpress allows you to have very high quality websites, for a super symbolic price.

The templates are amazing and just like all of wordpress very user friendly you dont have to know how to code to use wordpress.

But don't let the price put you off, you're getting the best blogging software on the market, in my opinion. Plenty of extensions and themes, great community support and very nice admin interface.

Being non profit, It is imperative that I keep costs as low as possible while ensuring the quality is as good as can bee.

My Experience with WordPress is awesome and I highly recommend for those learners who want to develop their own sites.

The fact that WordPress is free and yet offers users excellent services is a plus on its own. On top of that, it is very easy to set up and integrate into your website, giving you total control.

Great avenue to put writing skills to work, expression as an art, the ability to share with others as I care to share.

This software is very user friendly and this is a very good feature for me. I hope this doesn't break your line.

Like many others, I am satisfied with the work in WorPress and the opportunities it provides. For now, it is an unsurpassed platform.

A great advantage is the huge user community out there, always willing to help; when I have a question, the answer is usually already out there.

Incredible easy to use and a fantastic way for business owners to create good websites fast without needing a ton of technical help.

This is a must have and if you research even more you'll see all the amazing ways you to can use this little gem.

The dashboard and preview ability is nice. The theme changes are pretty simple to navigate as you see what works best.

I've been a happy Wordpress user for over 10 years now and with full confidence I can say that it's hands-down the best, most complex and simply fun to use CMS Environment around.

Wordpress has an impressive amount of integrations with other products. For example, we use the Yoast SEO plugin, which is awesome.

I love that this software has layouts for you to choose from and different styles for any kind of blog. I use my blog mostly as a recipe index for myself and it has been awesome.

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

Euro

WordPress is an open-source, cloud-based content management system based on PHP and MySQL that helps small to large businesses create, manage and publish content for websites. The customizable solution allows enterprises to use plugins, widgets, and themes to improve traffic-driven content across multiple websites.


Features of WordPress include a content manager, a drag-and-drop interface, templates, dynamic page generation, password protection, multi-page posts, previewing and publishing. It comes with a drag-and-drop file uploader and media browser, which allows users to upload and store pictures, music, videos, documents and more. Additionally, it provides auto-saving and restoring functionalities for businesses to automatically save and restore crucial data in case of a system crash.


WordPress comes with an application programming interface (API), which enables developers to customize as well as connect plugins with the solution. Pricing is available as per business requirements and support is extended via forums, FAQs and other online measures.



SEO Management

Subscription Management

Pre-built Templates

Content Sharing

Categorization/Grouping

Post Management

Template Management

Content Publishing Options

Online Booking Tools

Online Store Builder

Wordpress offers a free plan (3GB storage), as well as paid plans: 

Personal plan: €4/month (billed yearly) with 6GB of storage and a custom domain name.

Premium plan: €8/month (billed yearly) with 13GB of storage, a custom domain name, and monetization options.

Business plan: €25/month (billed yearly) with unlimited storage space, a custom domain name, and a range of additional features including plugins, Wordpress branding removal, and more.

Canopy vs WordPress

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