clarizen vs Canopy

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clarizen

Category: Task Management Tool

Industries: Education, Business, Marketing

Pricing

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Canopy

Category: Task Management Tool

Industries: Communication, Marketing, Business, Education

Pricing

Client Management*

$2.50

1 Client Per Year

Transcripts & Notices

$33.00

1 User Per Month

Document Management*

$40.00

1 User Per Month

Workflow*

$30.00

1 User Per Month

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Most popular feedback for clarizen

I am impressed by the versatility and comprehensive nature of custom fields. These fields provide all the necessary data to the project manager. Moreover, the reports are excellent. Their interactive nature enables me to quickly obtain the data I need, particularly when I combine the contents of a table with those of a graph on one page. It is also helpful to note the presence of a risk management module, available "ready-to-use," but can be configured to be a powerful tool for managing the risks associated with Clarizen projects.

Natalie P.

About clarizen

Companies are grappling with change across multiple vectors: from evolving market dynamics, fierce competition, and changing customer expectations, to new business models, shifting company strategies and entirely new ways of working. But where there’s turbulence, there’s also opportunity. Innovative companies are taking advantage of these new opportunities and finding new ways to drive on-strategy delivery at speed. Planview is uniquely positioned to help organizations transform the way they streamline delivery of strategic initiatives and enable their teams to do their very best work

Most popular feedback for Canopy

Document collection and management was great. They also have a great product roadmap and I got the impression the product is only going to get better as time goes on. It took a while, but we finally got a "collapse/expand all" feature for the documents. Very impressed with the customer service. Also, the UI is very clean and overall pleasant to use. The only feature I didn't pay for was the workflows, because I was already disappointed with the way that "tasks" were tracked, and didn't feel optimistic more money would make me more satisfied.

Austin M.

About Canopy

Unclunk your accounting firm with Canopy's cloud-based practice management suite. It's client, document, workflow, time, billing, email, tax, and staff management. But that's a mouthful. Doing all of these things in one software eliminates switching and clicking, which will help you and your staff improve efficiency, organization, and accuracy. You'll even be able to help keep your clients efficient and organized with the client portal, automated reminders, eSign, payments, and more. Try Canopy!

clarizen reviews

Clarizen is a great project management tool with plenty of useful features. It takes a little to of getting used to but it makes tracking projects and tasks very easy after that.

- Bobby V. Systems Engineer

I really enjoy that Clarizen One is very customizable. Another great benefit is that our Customer Success Manager, Andrzej Lechowicz, is phenomenal and always attentive no matter how busy he is. Dashboards and reports are pretty easy to create especially if you are someone in IT.

- Paulo M. Program Manager

The tool as well as their support. After being with Clarizen I have learnt to what extent can Customer Support can raise the bar of the tool

- Althia C. Team Lead

Canopy reviews

The most helpful aspect of Canopy is the ease in which clients are able to use the client portal and use the associated app. Even the clients that are technology challenged find the app easy to use. If they are happy using the portal, that makes my life much easier.

- Henrietta "Hank" W. Certified Public Accountant

I like Canopy and I'll continue to use it. I'm glad I'm working on the conversion in November rather than Feb/March. I expect to have everything perfect by the chaos of tax season.

- Nicole H. Manager/Owner

Improved practice management and time management. As well as a simple way for clients to securely share their files with me.

- Danny N. Owner

Pros & cons

clarizen

Pros
Progress reports and reviews with real time data
Easy collaboration and communication between team members
Great online support team and webinars
Easy to track budget, time and resources from the same home page.The system allows you to create a project that is as complex or as simple as you desire
They have the capability for very complex projects.Great new social media and project management collaboration tools with V6
Creating and saving templates is much more intuitive in this new release.
Cons
Clarizen's features mean that if you have a small, simple project that only needs a team of 2 or 3, Clarizen is probably too powerful.Support for custom project hierarchies based on users or their groups
This would allow separate business units to see project categories without seeing the projects within those categories.Support for custom project hierarchies based on users or their groups
This would allow separate business units to see project categories without seeing the projects within those categories.

Canopy

Pros
An easy place to track my clients and prospects and archive our emails instead of having a million saved emails
Project tracking is also super helpful
I would recommend it to anyone who regularly deals with IRS transcripts
Has saved us so much time
Purchased a license in order to use their Tax Prep software (NOT the tax management software - ability to track clients and manage the funnel of taxes)
The software is cloud based and therefore easy to access."
Cons
It appears that it is designed to offer more practice management functionality but it seems once I paid for it, the support to train how to use it disappeared
No phone calls, just pop up messages
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
The company said I could try the product and cancel for up to 6 months
They now are refusing to cancel
Not the company you want to go with when you need something dependable
They're a tax company which makes it even more absurd that they mess around with deadlines."

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