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.

Very easy to use, great report functionality, camera is amazing with updates.

It was able to capture key words and highlight it to the admin for further investigation. This saves a lot of time and can reveal a few surprises that wouldn't have been found out.

We needed a cost effective tool to easily decipher data from staff usage and review where and when  required.

The goal of this software was to provide a non-invasive, easy to use solution to monitor computer/internet usage on equipment.

Easy for us to use and quick with details need to find out who isn't a productive member of our team.

The support provided by Interguard is one of the best - from sales to support. The fact that it also has both DLP and end point lock down features is a major bonus.

They tried, but many hours of my time was wasted trying to install the product.

Excellent customer service, great features, easy to use.

Very useful product to easily review employee activity and be able to filter down to details very quickly. Has a lot of lovely features which potentially are invaluable.

I had great difficulty with the initial installation but Technical Support was great and provided the information I needed to complete the implementation.

To create reports, the interface has to be learned, and lack intuitivity.

It was confirmed and addressed, which in turn actually increased sales, quality, and productivity.

Superb and Easy way to know monitor your Employees.

Requiring more than 10 licenses for the silent installer was hard as we only needed a few licenses.

Installation process was horrible due to technitians lack of understanding of the required installed software on machines (internet explorer).

We had particular staff members that there was a concern about questionable policy violations, in this case, running a side business on company equipment.

The reason I log in was to cancel the product not to use it. They will offer no solution.

Add an option to block a website with one click per department or network-wide. Need to be able to see keystrokes when it is not in a chat or email.

Search, sort, keystroke catch and archive, screen shot, keyword setting, email aggregation, plus the wonderful customer services.

The pricing structure is a bit too high and it can be nullified by some anti virus software such as McAfee.

InterGuard is easy to setup for general monitor. When specific investigation is required, InterGuard provided all the evidence required.

If you have the resources available, then I would definitely recommend this system.

The user interface feels dated and difficult to navigate for users who are not very tech-savvy.

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

InterGuard is an employee monitoring solution that helps businesses track activities across emails, social media and web browsing platforms. It allows users to automatically take screenshots when predefined keywords are typed or viewed by employees, protecting sensitive information such as client lists, pricing and more. 


InterGuard lets businesses set up color-coded alerts to flag policy violations and anomalous behaviors including unusual logins, unauthorized downloads/uploads and excessive printing. The time tracking module enables managers to configure productivity ratings for each action and track employee login/logoffs, active/idle times and GPS-based locations, among other operations. Additionally, administrators can oversee employee social media usage to identify unproductivity and job-hunting across Linkedin, WhatsApp, Facebook, Twitter and other platforms.


InterGuard facilitates integration with third-party solutions including VMware, Microsoft Active Directory and Citrix. It is available on monthly subscriptions and support is extended via live chat, documentation, phone and other measures.



Keystroke Recording

Email Alerts

Real-Time Monitoring

Real-time Alerts

Employee Email Monitoring

Productivity Analysis

Remote Monitoring & Management

Employee Time Tracking

Real Time Data

Historical Reporting

Idle Time Monitoring

Risk Alerts

Real-Time Notifications

Browsing History

Audit Management

Alerts/Escalation

Real Time Reporting

Behavior Tracking

Usage Tracking/Analytics

Monitoring

Employee Activity Monitoring

Screen Activity Recording

Cloud Hosted: $9.99 user/month
On-Premises & Enterprise: Contact Awareness Technologies for pricing details.

Canopy vs InterGuard

User Ratings & Reviews

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Product Demo & Screenshots

Advisor Recommendations & User Awards

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