Localist vs Canopy

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Localist

Category: Task Management Tool

Industries: Education, Marketing, Business

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 Localist

Our previous website calendar system consisted of our staff manually entering events when the public would email them to us. Even with copy/pasting each field, it would take up some time to process a lot of requests. Now, we can approve or deny events with the click of a button and the public takes the time to format the events themselves. This also allows for required fields so we don't receive events with missing information.

Frankie R.

About Localist

Localist brings together all the event management and marketing automation tools you need in one place. Our user-friendly platform makes all events (free and paid, online and in-person) more discoverable, by centralizing and automating all of your event and calendar assets. With extensive integrations and an API, Localist works with all of your existing tools. And, we centralize the event listings process with a streamlined workflow.

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!

Localist reviews

We looked at many different event software solutions before deciding on Localist. It's a great product, and the customer service is unparalleled.

- Nicky E. Associate Director of Digital Media

I'm very familiar with Localist after having used it for a few years so I'm reluctant to change to a different email merge system but I do find it to be user-friendly and easy to introduce people to.

- Raymond R. Web Designer

In our particular application, there just isn't very much traffic. The idea of a dedicated event calendar can feel like too much when everyone already uses their own CRM or email lists to communicate about events. More flexible integrations would be a nice feature, like if Localist could pull in events automatically from third-party CRMs. Customizeable reminder messages and follow-up messaging would also add value.

- Craig B. Assistant Director

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

Localist

Pros
The solution is very flexible to our needs and the branding capabilities are impressive
The ease of use and empowerment of users to submit events
Localist is very easy to setup and administer and is a very powerful calendar platform to help manage and promote our many events on campus
Administrators love the ease of setup, reporting and the configuration flexibility."
Cons
The webinar on Channels was so confusing that it took me months to figure out what they were talking about
Again, lots of learn-by-doing
We also found an issue with users being able to create their own avatar, in some cases the avatar could be offensive and there is no way to easily "report" that to the calendar admins
Support has been generally terrible
Anything outside of the basic functionality is simply not supported and they have been unwilling to implement ANY requests that we've made
On several occasions the answers provided by support have been blatantly wrong and only through our own channels have we been able to fix problems that the vendor created."

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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