Canopy
vsBroadridge
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Tax Resolution Analytics
- Collection Solution
- Resolution Service Assistants
- IRS Form Tools
- Collaborative Client Portal
- Data Intake Survey
- Contact Management
- Document Management
- Transcripts Delivery and Analytics
- Workflow
- Email Integration
- Letter Generator with E-Signature
- Billing and Invoicing
Pricing Info
Pricing Info
Canopy offers three SMB and enterprise pricing plans for users to choose from; all based on the number of users per month or per year. Give the details a look, and choose the best plan for your group or organization:
Free Transcripts
- $0/user forever
- Retrieve IRS Transcripts and Reports in as little as 2 minutes.
Practice Management
- $85/user/mo.
- $800/user/yr.
- Efficiently manage clients, files, workflow, and more in one collaborative place.
Tax Resolution
- $125/user/mo.
- $1,200/user/yr.
- Everything you need to complete Tax Resolution services in half the time.
Integrations
Integrations
Canopy supports email integration, and works seamlessly with Google Plus.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Richard Dewey, Tax Manager; Northwest Tax Associates, Nobles Bookkeeping
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A tax resolution and practice management software for tax professionals, accountants, and tax lawyers; which offers text resolution and collections analytics.
Company Email
info@canopytax.com
Contact No.
Company's Address
3401 North Thanksgiving Way #200
Lehi, UT 84043
USA
Canopy Comparisons
Popular Canopy Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Investor Communications
- Securities Processing Technology
- Business Process Outsourcing
- Investment Management Solutions
- Enterprise Data Management & Analytics
- Revenue & Expense Management
- Reconciliation & Process Control
- Mutual Fund Processing
- Corporate Issuer Solutions
- Advisor & Wealth Solutions
Pricing Info
Broadridge’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.
Integrations
Bo information available.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Broadridge provides communications, technology, data and analytics solutions for investment management teams.
Company Email
info@broadridge.com
Contact No.
Company's Address
51 Mercedes Way
Edgewood, NY 11717
USA
Broadridge Comparisons
Popular Broadridge Alternatives
It may not always be sufficient to simply compare Canopy and Broadridge against each other. Even though reliable features, cost and customer experience are all important and should be considered when making a final decision, you should also take a look at the recognition and awards won by each service. Frequently a less dominant product may turn out to be an amazing choice that was a winner of many SaaS awards such as our Supreme Software Award which proves that despite lesser market popularity it’s a worthy contender to the apps that dominate the market.
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