Woohoo!
I love Canopy!! It solves so many problems for our business.
Handy but not helpful
This app is very limited in it’s workflow ability. While it’s nice to see and edit clients and their files, using this for workflow is just not good. There is no way to see what items have been uploaded or commented on by clients, nor does the files section denote any new files until you open a client’s folder. The app is handy for quick reference, but not really a workable part of the day. I would like to see tasks sortable by date, client, or status, as well as a Notification Center so that I know when clients have commented on a request or uploaded a file.
*UPDATE* I provided this feedback to Canopy through the app.
*UPDATE* I provided this feedback to Canopy through the app.
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Response from developer
Tons of great feedback here! We are with you on all of these areas and hope to continue making improvements. Even better... please submit this feedback in the app so we can reach out to you for future research.
Best CRM
We have been using this for years. It is the center of the universe for us and our clients. Just amazing features and option!!!!
More functionality needed
This app is great for on the go file management, but it lacks in other areas. 90% of the time I cannot find the client that I need to refer to. The ability to add notes would be amazing while on the go. Maybe a read-only function of the organizers could help. Looking forward to seeing what upgrades can be made.
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Response from developer
Thanks for the candid feedback. We're curious what you may be searching for when you can't find a client. Can you reach out using the in-app feedback (Settings > Send Feedback) so we can do a research call?
Handy but not helpful
This app is very limited in it’s workflow ability. While it’s nice to see and edit clients and their files, using this for workflow is just not good. There is no way to see what items have been uploaded or commented on by clients, nor does the files section denote any new files until you open a client’s folder. The app is handy for quick reference, but not really a workable part of the day.
I would like to see tasks sortable by date, client, or status, as well as a Notification Center so that I know when clients have commented on a request or uploaded a file.
I would like to see tasks sortable by date, client, or status, as well as a Notification Center so that I know when clients have commented on a request or uploaded a file.
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Response from developer
Tons of great feedback here! We are with you on all of these areas and hope to continue making improvements. Even better... please submit this feedback in the app so we can reach out to you for future research.
Accounting office
We have been able to adapt r really well to canopy as part of our practice. It’s convenient and practical to have all clients info concentrated in one place and to provide them their own login access to the clients portal. I tell them that our office provides them with their very own digital file vault with our office where their information is securely stored and accessible at any time. It’s really been great. I’d love to see the clients ability to submit requests to the office through the same platform in the future.
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Just missing integration with Practice Ignition!
I’ll start by listing what I love about Canopy… Everything! For having seemingly endless abilities and customization, the program feels beginner-friendly and the interface is neat. The client view really stands out amongst competitors.
However there is one inconvenience I have to add-the lack of integration with Practice Ignition. Canopy is, of course, still worth the headache. But boy, is it a headache.
However there is one inconvenience I have to add-the lack of integration with Practice Ignition. Canopy is, of course, still worth the headache. But boy, is it a headache.
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Absolute best firm mgmt software and team
You guys at Canopy really are the best and I feel that I can ask for assistance and you don’t just provide feedback, you literally update the software to fix things that I come across. I’ve never had a company take tech issues so seriously. I feel this last update was just for me (at least that’s how it feels) and I’m so happy I moved to Canopy. I’m excited for a lifelong journey with you all!! :)
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Response from developer
Thanks for your kind words! We're glad to have you as a raving fan and hopefully the mobile app is a game-changer for your firm.
Best software
This is amazing software for firms. Highly recommend.
Response from developer
Incredible! So grateful we can make a big impact on your firm -- and we're just getting started.
Update
Changed it to 5 stars because the development team understood all my bugs and the importance of having the option to set the Apple File Viewer by default when opening files.
Response from developer
Thank you! We strive to do all we can to enable a smooth app experience.
