Vectera vs Canopy

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Vectera

Category: Task Management Tool

Industries: Marketing, Communication, Educaiton, Business

Pricing

Pro

Starting at $8.99

1 Host Per Month

Business

Starting at $18.99

1 Host 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 Vectera

Overall, great! No complaints! I do wish there were more payment options tho. Otherwise, I'd absolutely recommend this to anyone looking for a solid consultation booking platform.

Raymond P.

About Vectera

Vectera is the easy way to meet customers online. Let clients schedule meetings directly into your agenda. A dedicated meeting room is created for every new customer. If a recurring customer is recognised, an existing meeting room will be shared.

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!

Vectera reviews

Impressive! Incredible! Innovative! It is just a mind-blowing, breathtaking tool which helps my dreams come true. Probably, it is the most helpful service which combines the best price and the best quality. Indispensable for any exam coaches, language tutors and experienced teachers working online.

- Olga B. TOEFL Coach

Very good. Nothing to install and the quality is good. The company is quite new but I am confident they will continue to improve this valuable product into real challengers for Zoom and Hangouts, and sorry to say, one of my favorite tools, Calendly.

- Matthew N. CEO & Founder

We didn't like its UI design which was not as easy while using the application. We even tried to simplify it, but it wasn't easy. Overall, its features were great to use, like a whiteboard, analyzing the data, and much more.

- Sumit K. Google Cloud Facilitator

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

Vectera

Pros
Superb scheduling and video-conferencing platform with unique features
I am over the moon to use such a reliable, trustworthy, customisable, adaptive, responsive, user-friendly tool
It is highly professional and extremely useful
In the middle of this lockdown Vectera has proven to be a very valuable tool
Unlike more popular and free tools, this provides a lot of privacy
It is a great team behind it, always helpful and willing to listen to ways of developing the product."
Cons
Ns"The team behind Vectera must have watched one too many episodes of Dexter, because they are on a murderous spree when it comes to killing off the big boys
I shy away from software that provides poor support as I don't have time in my busy day to track down solutions to issues or search Google for answers on a bulletin board
The main disadvantage is the capacity of users in a meeting room, it only allows a maximum of 6
Currently if I scroll up, my student will be 'forced' to scroll up as well
I cannot mark while they are doing the next question."

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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