Based on the ROI, user adoption, likelihood to recommend, among other factors, Canopy received an overall satisfaction score of 9 out of ten.
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Thanks to our amazing customers, we’ve been honored as a G2 Summer Leader. Please forgive us if we toot our own horn for a minute.
We’re beyond thrilled to be included on the G2 Summer Reports Leader Board across a number of categories. Based on the ROI, user adoption, likelihood to recommend, among other factors, Canopy received an overall satisfaction score of 9 out of ten, leading the way for Accounting Practice Management solutions.
Here’s a peek at our results ...
We know that accountants are swamped with a billion different types of technology and are practically expected to be IT professionals. That’s why our focus has been on trying to make it as easy as possible for you to adopt our platform. Ease of setup, implementation time, user adoption including other factors were the guiding characteristics that determined Canopy’s leading score across Accounting Practice Management Implementation Index. If you want even more tips, be sure to check out the knowledge base here.
We adore our customers, and we’re incredibly grateful to hear that they love us back! Canopy was the leading provider within the Accounting Practice Management Relationship Index, which is gauged from the ease of doing business with, quality of support, likelihood to recommend plus additional factors. Much of this is thanks to our fiercely passionate customer support team. They are seriously the bomb.com. If you want to thank them or just get a question answered, follow one of the options here.
We don’t think it should EVER be hard to do business with someone. Fortunately, Canopy came out on top in categorical satisfaction, earning high marks for meeting user requirements.
In tow, Canopy also received high ratings for average user adoption earning most likely to recommend. Okay, this is really a reward for our customers. They are AWESOME in the way they spread the word to their friends about Canopy. But, hey, if you want to refer a friend, we’d be happy to give a bit back to you. Learn more about our referral program here.
Canopy prides itself on building great relationships with our customers by providing insight into product updates and encouraging ideation suggestions to project new features. Ultimately, we are so thrilled to be included in these reports, and we continue to challenge ourselves to improve our product for our users every day!
CUTTING EDGE PLATFORM WITH UNBELIEVABLE CUSTOMER SUPPORT
“The best part is their continued inquiry into how they can develop what we need...We get constant updates and tasks to test so they can improve them before they roll them out. They also keep constant contact with their clients on things they are working on that will be rolled out soon or in the near future. If we do reach out with questions or concerns, they follow up as well. And for simple daily tweaks, their chat feature is supported to address and correct things within minutes...From our experience, I believe they will deliver what the accounting industry has needed to become cutting edge in the cloud.”
Review collected by and hosted on G2.com.
“If you're looking for an all-in-one client management and workflow software, I would definitely recommend Canopy”
Review collected by and hosted on G2.com.
FIRST YEAR WITH CANOPY AND OVERALL A SUCCESS
“The user interface is well designed and easy to use. Quick customer support. A lot of features in one package. Makes our lives easier having all client tax docs in one secure place for easy access. Hassle-free billing saves us stress.”
Review collected by and hosted on G2.com.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
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. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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