Love!
Efficient and amazing tool! Workflow is beautiful and it helps save my staff and I countless hours with its automations!
Good companion app
Canopy fixed the ‘Active Work’ bug so I’m happy with that.
Other than that, this is a good companion app for your firm management. I call it companion because it doesn’t sport all the features the web version does. It’d be awesome if more features could be added to bring the experiences closer together. Sending questionnaires and signature requests to clients through the app is my top request. Creating invoices and sending would be a nice touch as well. Overall, happy with the app, but there is small room to improve on missing features so 4*.
Other than that, this is a good companion app for your firm management. I call it companion because it doesn’t sport all the features the web version does. It’d be awesome if more features could be added to bring the experiences closer together. Sending questionnaires and signature requests to clients through the app is my top request. Creating invoices and sending would be a nice touch as well. Overall, happy with the app, but there is small room to improve on missing features so 4*.
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Response from developer
We're sorry this happened. We fixed it with the latest 2.22.0 release that went out yesterday. Please update and let us know if you still see issues. Thanks for your understanding.
The best tool ever
Canopy has more than you think and is the best I love it .
Latest Update
The newest update broke tasks. States “Something went wrong and just shows a blank screen”. Everything else seems to be okay
UPDATE: seems like the issue is only when you have filter selected to the default “Active Work”. Other filters seem to show the tasks.
UPDATE: seems like the issue is only when you have filter selected to the default “Active Work”. Other filters seem to show the tasks.
Response from developer
We're sorry this happened. We fixed it with the latest 2.22.0 release that went out yesterday. Please update and let us know if you still see issues. Thanks for your understanding.
Review of our CRM
Best decision our small CPA firm made, was going to Canopy, 4 years ago. It is honestly perfect. Easy to use for our clients as well as our employees. Lots of great features that are geared for CPAs. Remarkable product and pricing is very fair.
