Gatekeeper vs Canopy

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Gatekeeper

Category: Task Management Tool

Industries: Marketing, Communicatiom, Business

Pricing

ESSENTIALS

$875.00

PRO

$2,095.00

ENTERPRISE

$3,725.00

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 Gatekeeper

The sales process and onboarding was tailored entirely to our needs: light touch when needed but hands-on support when we required it. We never had to chase for support within the sales process but neither did it feel pushy.

Emma B.

About Gatekeeper

A simple to use, powerful, AI driven cloud-based Contract Management solution. Centralise contracts for increased visibility, automate & standardise internal processes, monitor risk & manage workload. Enjoy unlimited users, unlimited integrated electronic signatures & automation tools, including patent-pending Touchless Contracts technology. Say goodbye to Excel & other outdated software solutions- say hello to powerful, cost effective CLM that integrates with your existing tech-stack.

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!

Gatekeeper reviews

Since the beginning, Gatekeeper team was super professional and provide us with an unique solutions that fit our expectations.

- Edwin R. Sales Systems Manager

good intuitive tool serving the purpose.

- Pauli F. Group Procurement Controlling & Market Intelligence Manager

It would be quite complete if it had the option to allow digital signatures to support the information sent, so they should integrate with applications of that type.

- Lena P.

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

Gatekeeper

Pros
Overall great product for managing contract life cycles
Gatekeeper is great to keep your agreements organized
I like that the agreements are uploaded directly from Adobe sign, which guarantees that everything is in the same place
The engagment with our Technical Engineer has been excellent and has continued to provide support to ensure we make the most out of Gatekeeper
Automating the path of the contracts was really helpful."
Cons
We simply didn't have the manpower to take on this challenge alone
Roles - need the ability to further restrict functions and visibility based on specific groups or criteria
When trying to compare information, it is somewhat difficult to organize into a spread sheet
It's more costly when compared to competitors but it's also much more product for the money."

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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