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.

Sometimes the emails get lost in spam or are hard to find so people can miss updates. I wish it has a desktop notifications.

Actually I do not have any complaints about the software, it has work greatly. Maybe the only problem would be that you need internet connection.

Trello has lend a great helping hand in organizing my projects and improves my productivity in then professional environment.

I found the software user friendly and I enjoyed the responsive design and easy to understand pricing system. I also liked the familiar Kanban board design.

I liked the ease of use, the interactivity, and the great features that it has, even in the free version.

While you can utilize board histories to access lost cards, I found that too often some of our cards were inadvertently deleted by users.

Everyone in the company can see what is going on and what they need to do, and no information is lost.

Fantastic on mobile which is a brilliant plus especially when on-the-go. Reasonably priced if you want to upgrade to the paid version.

The seamless integration of features. It's so easy to switch between boards, clearly see all projects, and the timeline of all upcoming deadlines thanks to the wonderful (and rare) calendar feature.

I am able to help my Clients keep track of the candidates I have recruited for them on a very user friendly platform and they are always pleased.

The cost to benefit of Trello is competitive, The way it helps boost efficiency and helps streamline communication is fantastic.

For a free option, it's fantastic and I highly recommend it for project management on a budget.

I want full functionally for free. I realize how ridiculous that is, but if pressed for a complaint, that's the worst I can come up with.

Very fun and playful feel to it. Love the backgrounds and the ease of dragging from one card to another.

I love the layout, it's the perfect project and task management program. I take advantage of their referral program so I am on the free plan.

I love being able to use this to organize my notes through my phone. Super user friendly and I love that too.

Second beatifull feature is butler that help to create quick button like complete etc. This is an awesome and very effective for team meeting update as anyone from them and update.

Availability of templates shared by community. The tool is so popular that you can get easily get the template if you don't want to start from the scratch.

I love how user friendly it is, super simple to understand and get around. I love that i5 helps organize my tasks.

I wish more of the aesthetic features were not restricted to those who pay a subscription. But that is a very minor complaint.

I did not find a serious con that made me dislike this product. The only negative side I can think of is that, given its structure, it may be hard to envision it as a calendar.

For such a helpful tool, it is pretty simple to navigate. The interface is clean and user friendly for instance there a templates included to help guide users who may not know where to start.

The title says it all, if you like to be organized then this is fantastic software. After using it for a long time I realized that I do NOT like to be organized.

Because the text was automatically all highlighted when clicking on the box, I have accidentally deleted texts from description boxes before and was unable to recover it.

What I like most about Trello is the ability to neatly lay out tasks and share those tasks with other users that have an interest in the progress or users that will also be working on the tasks.

Great YouTube community. I love that it integrates with Gmail.

I like the fact that it integrates with other tools we use, and this is amazing for me because I don't have to do a lot of manual work.

I love that each team member can be assigned tasks and the whole team can see where everyone is at with their specific tasks. I love the ease of collaboration.

Very good and easy to use tool with very good integration with a popular set of web-based apps.

Very good to keep track of task with team members. Love the way the app is very stable and has many useful functions.

I love the design and the usefulness of every single feature. It helps me organize all my tasks and projects and keeps me super productive.

Trello helps us share our construction schedule with our clients in a fun and visually appealing presentation.

This has been a lifesaver in helping to define our project management structure and strategy. It is really a top notch product with a top notch customer service team.

I love that there is so much free with Trello, I also like the flexibility to set trello up however you want to, it is very easy to use.

Overall I'm super satisfied to have come across a tool like this one as it's functions are perfect for my job.

I love that it is easy to use, colorful, shareable and free. And that I can integrate it with other tools, like Slack.

The software is really easy to use and has very good customer support. We really like it for our company as a great collaborative tool.

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

Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and HR. The web-based solution provides tools to define projects, their requirements and the workflow to ensure projects are completed in a planned sequential manner.


Trello offers a digital board to create, organize and prioritize actions. Administrators or managers can even define workflows, assign tasks to individuals or teams, set deadlines and monitor progress. Trello cards allow users to collaborate with each other. Users can add comments, add members, and attach documents to the tasks assigned to them.


Trello offers a professional package that includes the privacy and administrative settings required by large enterprises. Trello integrates with a number of online applications including JIRA Cloud, Bitbucket Cloud, Google Drive, GitHub and Slack.



Employee Management

Surveys & Feedback

Visual Workflow Management

Idea Management

Process Change Tracking

Data Synchronization

Activity/News Feed

Templates

$5.00 per user per month for Standard, $10 per user per month for Premium. Pricing starts at $17.50 per user per month (starting for 250 users, billed annually) for Enterprise.

Canopy vs Trello

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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