Small practice big impact.
As a CPA in solo practice this allows me to have a presence away from the office and while a laptop is not always nearby my iPhone is. I have invited numerous new clients to upload their first year info in this super hi tech secure portal. I now can’t live without it. To boot I have made much more revenue as a result of being able to be in two places at one time!
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Response from developer
Awesome to hear that it's making such a big impact on your business! Thank you for your feedback and stay tuned for more improvements in the coming months.
Useful but limited!
I would be nice to the workflow features to review surveys, schedule and complete tasks, and perhaps more.
Response from developer
Thanks for your feedback. Tasks are high on our list for coming features. Please stay tuned for updates in the coming months to help you be more productive while away from your desk.
Where are my tasks?
I’m a tax preparer and I need to know at a glance if I have tasks that are late or overdue. Can we get a home screen? Or the task menu? thanks!
Response from developer
Thanks for your feedback. Since your initial review, we have launched the ability to see all tasks and create/edit them. We hope you like it! To do so, you must be on the latest version 1.8.0.
Great consistent improvements to an awesome app
Canopy listens to its customers. This app has really helped revolutionize my 10-year old tax and accounting practice. Working remotely with clients at their business sites or homes whether doing accounting or tax prep, the Canopy mobile app allows me to enhance my clients experience. Thanks Canopy for consistently listening to my feedback and for making enhancements to this app.
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Solid app
This app has some really nice functionality. I love the ability to send files from a text message straight into Canopy. I look forward to using it more.
Very handy
The app is a very handy tool.
Great app
Very effective and convenient app. Less need for paperwork.
A great start
The app is pretty new still, but I appreciate what features it has so far and look forward to more in the future.
