[CPAGeeks] Re: Does anyone here use Canopy

From: "Jonathon Luken" <dmarc-noreply@xxxxxxxxxxxxx> ("JLuken")
To: "cpageeks@xxxxxxxxxxxxx" <cpageeks@xxxxxxxxxxxxx>
Date: Wed, 15 Jun 2022 20:19:57 +0000

They don't have a direct but they have an open api and use zapier according to
the sales rep I spoke with.

Jonathon C. Luken
Director of IT
phone: 412-281-8771<callto:412-281-8771>
cell: 412-440-8566<callto:412-440-8566>
fax: 412-281-7001<callto:412-281-7001>
<https://www.facebook.com/louisplungCPAs>[https://www.louisplung.com/wp-content/uploads/2021/01/facebook_icon.png]<https://www.facebook.com/louisplungCPAs>
   [https://www.louisplung.com/wp-content/uploads/2021/01/twitter_icon.png] ;
<https://twitter.com/LouisPlung_CPAs> <https://twitter.com/LouisPlung_CPAs>
[https://www.louisplung.com/wp-content/uploads/2021/01/linkedin_icon.png] ;
<https://www.linkedin.com/company/louis-plung-&-company-llp/>
<https://www.linkedin.com/company/1230056/>

<https://www.louisplung.com/>[https://www.louisplung.com/wp-content/uploads/2021/08/100_logo.png]
420 Ft. Duquesne Blvd., Ste. 1900
Pittsburgh, PA 15222<https://goo.gl/maps/z6gsmoKqHw12>
www.louisplung.com<http://www.louisplung.com/>

From: cpageeks-bounce@xxxxxxxxxxxxx <cpageeks-bounce@xxxxxxxxxxxxx> On Behalf
Of Michael Butler
Sent: Wednesday, June 15, 2022 4:19 PM
To: cpageeks@xxxxxxxxxxxxx
Subject: [CPAGeeks] Re: Does anyone here use Canopy

One of our Partners pointed out that Canopy seems to have their own CRM piece,
and we utilize Salesforce here and don't want to change that piece, so just an
FYI. I didn't see an SF integration, but was looking quickly.

[cid:image001.png@01D880D3.BFED14B0]

Michael Butler
Director - Information Technology
KBF CPAs LLP

Irvine, California, USA
Direct: 949.529.3915
Cell: 714.914.7257
Email: mbutler@xxxxxxxxxx<mailto:mbutler@xxxxxxxxxx>

[cid:image002.png@01D880D3.BFED14B0]<https://kbfcpa.com/wp-content/uploads/2021/05/Michael-Butler.vcf>[cid:image003.png@01D880D3.BFED14B0]<https://kbfcpa.com/>[cid:image004.png@01D880D3.BFED14B0]<https://www.linkedin.com/company/kbfcpas>[cid:image005.png@01D880D3.BFED14B0]<https://www.linkedin.com/in/michael-butler-712b836>[cid:image006.png@01D880D3.BFED14B0]<https://www.glassdoor.com/Overview/Working-at-KBF-CPAs-EI_IE1824943.11,19.htm>

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From: cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>
<cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>> On Behalf
Of Jonathon Luken
Sent: Wednesday, June 15, 2022 9:32 AM
To: cpageeks@xxxxxxxxxxxxx<mailto:cpageeks@xxxxxxxxxxxxx>
Subject: [External] [CPAGeeks] Re: Does anyone here use Canopy

So I did a demo and they gave me and 5 others at my company a 30d trial its
pretty slick. Not cheap but you can actually click things and they respond!!!

Jonathon C. Luken
Director of IT

phone: 412-281-8771<callto:412-281-8771>
cell: 412-440-8566<callto:412-440-8566>
fax: 412-281-7001<callto:412-281-7001>

[cid:image007.jpg@01D880D3.BFED14B0]<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.facebook.com_louisplungCPAs&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=nxAzyiUoP3mNyHIcjhJtS9AdEfnSV-nnUHeB8tEgeC8&s=yTWLImTaizmUYJ6vnfjpCHyionom2hHakC1UV066Pho&e=>
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<https://urldefense.proofpoint.com/v2/url?u=https-3A__twitter.com_LouisPlung-5FCPAs&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=nxAzyiUoP3mNyHIcjhJtS9AdEfnSV-nnUHeB8tEgeC8&s=u1sxbQIBfzp7vnapNNpWOnKm3eR3w7xKfETC5iSz1pA&e=>
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<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.linkedin.com_company_louis-2Dplung-2D-26-2Dcompany-2Dllp_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=nxAzyiUoP3mNyHIcjhJtS9AdEfnSV-nnUHeB8tEgeC8&s=mD6VImp0IBEGtqpx-d7XXKo7plba11XFRstow_UyvIw&e=>

[cid:image007.jpg@01D880D3.BFED14B0]

420 Ft. Duquesne Blvd., Ste. 1900
Pittsburgh, PA
15222<https://urldefense.proofpoint.com/v2/url?u=https-3A__goo.gl_maps_z6gsmoKqHw12&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=nxAzyiUoP3mNyHIcjhJtS9AdEfnSV-nnUHeB8tEgeC8&s=kwVGIaeoDvqYhyksUNfFuU5PtSBB0nBDc_xAFV67hKk&e=>

www.louisplung.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.louisplung.com_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=nxAzyiUoP3mNyHIcjhJtS9AdEfnSV-nnUHeB8tEgeC8&s=9l14qp5ukW36LrBormW_2tqyuiVJPbVLx-2pMO75YKs&e=>

From: cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>
<cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>> On Behalf
Of Michael Butler
Sent: Wednesday, June 15, 2022 12:31 PM
To: cpageeks@xxxxxxxxxxxxx<mailto:cpageeks@xxxxxxxxxxxxx>
Subject: [CPAGeeks] Re: Does anyone here use Canopy

Haven't heard of Canopy, but I'd be interested in hearing more as well. We're
kinda in the same boat, there is frustration with CCH software and motivation
to move on in another direction, although we have about a year left on our
contract.

[cid:image001.png@01D880D3.BFED14B0]

Michael Butler
Director - Information Technology
KBF CPAs LLP

Irvine, California, USA
Direct: 949.529.3915
Cell: 714.914.7257
Email: mbutler@xxxxxxxxxx<mailto:mbutler@xxxxxxxxxx>

[cid:image002.png@01D880D3.BFED14B0]<https://urldefense.proofpoint.com/v2/url?u=https-3A__kbfcpa.com_wp-2Dcontent_uploads_2021_05_Michael-2DButler.vcf&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=nxAzyiUoP3mNyHIcjhJtS9AdEfnSV-nnUHeB8tEgeC8&s=GmQplFJb5_ZyxM50MhSRxc__0wsWITByEZbzRuDLv0M&e=>[cid:image003.png@01D880D3.BFED14B0]<https://urldefense.proofpoint.com/v2/url?u=https-3A__kbfcpa.com_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=nxAzyiUoP3mNyHIcjhJtS9AdEfnSV-nnUHeB8tEgeC8&s=Scx5TyOO6nLjjJUwg06QmRqXjJV631SP1H_DR5Jorow&e=>[cid:image004.png@01D880D3.BFED14B0]<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.linkedin.com_company_kbfcpas&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=nxAzyiUoP3mNyHIcjhJtS9AdEfnSV-nnUHeB8tEgeC8&s=YyG1WUeNQT4Hf7b_ZaTygf0gq80Z0MMPxxPnVZD1IVM&e=>[cid:image005.png@01D880D3.BFED14B0]<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.linkedin.com_in_michael-2Dbutler-2D712b836&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=nxAzyiUoP3mNyHIcjhJtS9AdEfnSV-nnUHeB8tEgeC8&s=4Th9Hh2zErbEEmOc5hwK-ygOn4xHHyD07IaLWxGuHh0&e=>[cid:image006.png@01D880D3.BFED14B0]<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.glassdoor.com_Overview_Working-2Dat-2DKBF-2DCPAs-2DEI-5FIE1824943.11-2C19.htm&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=nxAzyiUoP3mNyHIcjhJtS9AdEfnSV-nnUHeB8tEgeC8&s=xZF98V6Lft7AF_rSy5slEEKBAR8VafyPkIUNrZ8uwFM&e=>

The information contained in this message may be privileged and confidential
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From: cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>
<cpageeks-bounce@xxxxxxxxxxxxx<mailto:cpageeks-bounce@xxxxxxxxxxxxx>> On Behalf
Of Jonathon Luken
Sent: Tuesday, June 14, 2022 5:51 PM
To: CPAGeeks (CPAGeeks@xxxxxxxxxxxxx<mailto:CPAGeeks@xxxxxxxxxxxxx>)
<cpageeks@xxxxxxxxxxxxx<mailto:cpageeks@xxxxxxxxxxxxx>>
Subject: [External] [CPAGeeks] Does anyone here use Canopy

So we are looking to replace a lot of parts of cch axcess because its
overpriced garbage and we are looking into software. The platform looks amazing
and its not cheap "still cheaper than cch" but was looking to see what anyone
thought about it.
Jonathon C. Luken
Director of IT

phone: 412-281-8771<callto:412-281-8771>
cell: 412-440-8566<callto:412-440-8566>
fax: 412-281-7001<callto:412-281-7001>

[cid:image007.jpg@01D880D3.BFED14B0]<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.facebook.com_louisplungCPAs&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=InOI0vGUoGW1Ncoc_SsmktWWciYYr3r8UnL7XCXJrdI&s=nuu6LzM6k_BoEI_VhjHzzpLs6XurGTBQKlNoSb_Mj4M&e=>
   [cid:image007.jpg@01D880D3.BFED14B0]
<https://urldefense.proofpoint.com/v2/url?u=https-3A__twitter.com_LouisPlung-5FCPAs&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=InOI0vGUoGW1Ncoc_SsmktWWciYYr3r8UnL7XCXJrdI&s=FGTsjxiiJJnLy7NX_BkRFFNEzMaDmAdDaP6qVOCpjIg&e=>
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<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.linkedin.com_company_louis-2Dplung-2D-26-2Dcompany-2Dllp_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=InOI0vGUoGW1Ncoc_SsmktWWciYYr3r8UnL7XCXJrdI&s=0T18bJRgpyoXaMGQKi5ww232qglkAqSO3wqp9LR7zrU&e=>

[cid:image007.jpg@01D880D3.BFED14B0]

420 Ft. Duquesne Blvd., Ste. 1900
Pittsburgh, PA
15222<https://urldefense.proofpoint.com/v2/url?u=https-3A__goo.gl_maps_z6gsmoKqHw12&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=InOI0vGUoGW1Ncoc_SsmktWWciYYr3r8UnL7XCXJrdI&s=3JWX8naa511wV6CeO0qKFT8RU38RmHCHNMmMUX5QpPA&e=>

www.louisplung.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.louisplung.com_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ntNuwXuC2TK1iTTGeLD4QtXgrnIT6V_KKcESSoiDmSM&m=InOI0vGUoGW1Ncoc_SsmktWWciYYr3r8UnL7XCXJrdI&s=th_bSy-VdacRj-tOfNfHw2fJo8FXiDmgUQB_jj6lioU&e=>

References:
- [CPAGeeks] Does anyone here use Canopy
  - From: Jonathon Luken
- [CPAGeeks] Re: Does anyone here use Canopy
  - From: Michael Butler
- [CPAGeeks] Re: Does anyone here use Canopy
  - From: Jonathon Luken
- [CPAGeeks] Re: Does anyone here use Canopy
  - From: Michael Butler

Other related posts:

» [CPAGeeks] Does anyone here use Canopy- Jonathon Luken
» [CPAGeeks] Re: Does anyone here use Canopy- Michael Butler
» [CPAGeeks] Re: Does anyone here use Canopy- Jonathon Luken
» [CPAGeeks] Re: Does anyone here use Canopy- Michael Butler
» [CPAGeeks] Re: Does anyone here use Canopy - Jonathon Luken
» [CPAGeeks] Re: Does anyone here use Canopy- Jon Diercks
» [CPAGeeks] Re: Does anyone here use Canopy- Jonathon Luken
» [CPAGeeks] Re: Does anyone here use Canopy- Jon Diercks
» [CPAGeeks] Re: Does anyone here use Canopy- Jonathon Luken
» [CPAGeeks] Re: Does anyone here use Canopy- Jon Diercks
» [CPAGeeks] Re: Does anyone here use Canopy- Eric Nichols
» [CPAGeeks] Re: Does anyone here use Canopy- Jon Diercks
» [CPAGeeks] Re: Does anyone here use Canopy- Eric Nichols
» [CPAGeeks] Re: Does anyone here use Canopy- Michael Butler
» [CPAGeeks] Re: Does anyone here use Canopy- Jon Diercks