Right Click Tools vs Canopy

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Right Click Tools

Category: Task Management Tool

Industries: Marketing, Educaiton, Business

Pricing

Frre Trial

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 Right Click Tools

Deploying SW, summary of status on endpoints, check client data and many many others which RC tools really help with.

Josef H.

About Right Click Tools

In every environment, there are potential vulnerabilities. Finding and addressing all of them is near impossible without the right tools. Right Click Tools help to reduce overall enterprise risk, ensuring compliance with encryption, privileged access, software updates, and more. Plus, save hundreds of hours per year by automating tedious and error-prone tasks.

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!

Right Click Tools reviews

The compliance in my sites went from ~70% to 98% in one week after start using rct. There were some issues but the support was excellent and fast enough.

- florin l. system engineer

Fantasitc. RCT has greatly improved our abiltiy to manage machines our environments. 10/10

- Stephanie J. Information Technology Specialist I

RTC brings some difficult to access tools to an easy to use menu system.

- Joel K. Senior IT Helpdesk Technician

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

Right Click Tools

Pros
It is a great product to manage Windows devices
We use it for imaging & application development
I truly enjoy the ability to further manage devices that are ran within our SCCM ecosystem
We can easily run tasks for entire collections and groupings
It is nice to be able to use one tool for this information instead of multiple tools
Also love the Endpoint insights to be able to see all off device warranty information
The experience has been awesome
Sales and On Boarding team were excellent to work with."
Cons
No remote management when a device is outside our Network
Not that it's a "least" about the product but I dislike how much I have to learn a new product but that passes with time
The install is a bit confusing
I'm till not sure it's setup entirely
Hard to find a feature I dont like about the software."

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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