Docparser vs Canopy

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Docparser

Category: Task Management Tool

Industries: Education, Marketing, Social Media

Pricing

Starter

$32.50

100 Credits Per Month

Professional

$61.50

250 credits Per Month

Business

$133.00

1000 credits Per Month

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 Docparser

Docparser has solved a major problem of getting data out of pdf documents, this has saved us so much money and time, plus the added benefit of accuracy. We no longer have to have somebody manually importing invoices. I have dealt with their support team and found them to be very helpful and quick to respond.

Peter K.

About Docparser

Docparser is the most advanced cloud based document parsing and automation tool in the market today. Extract data from your documents - extract data from your recurring documents such as PDFs, Word docs and scanned image files. Send your data anywhere - direct download to Excel, CSV, JSON and XML, use native integrations such as Google Sheets and Salesforce, or make use of 3rd party favourites such as Zapier, Integromat or MS Power Automate to connect to 100's of endpoint options.

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!

Docparser reviews

Time and money saved by automating the input of sales lead information into our CRM with Salesforce. It's awesome.

- Scott K. Branch Manager

The information that I was scraping was very tricky for similar products to accurately scrape. I was very pleased to find out that Docparser gave me the control to scrape my PDFs in unique ways to get as much of the information off as possible. It was easy to use and absolute perfect for what I needed it for.

- Teresa M. Office Manager

I've email there support, i did receive additional funds for a test, but no answer what so ever. They say that one should email there support for additional help and improvement, but no answer, on several emails. (I did tried them for a year or two, still no changes.) I've bought a month for test... and still no answers/support.

- Rickard U. Account Manager

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

Docparser

Pros
I liked the fact that someone like me who doesn't have a computer science degree was able to get this up and running in a matter of a few hours
Docparser saves my team hundreds of hours and helps identify new business opportunities
This was a huge help to evaluate vs other products and help make our decision
Now that I have my parsing rules set up, it's extremely easy to run my big report once a month and distribute to my team
The best tool to structure your data from incoming documents."
Cons
My only complaint is that DocParser collects its fees in USD which is a bit inconvenient for us Canadians
I had a customer service question that got a response, but then the person never got back to me after the initial contact
The problem has apparently gone away, but I wasn't wild about the exchange
It was difficult to make custom filters if the PDFs were not redundant
Searching and splitting up this document manually was inefficient and we were missing out on important projects."

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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