CA Office Management Software
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
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
- Expense Head
- Balance Report
- Salary PL Report
- Group PL Report
- Attendance Management
- Client Master
- Client PL Report
- Employee Master
- Workflow Head
- Task List
- Status of the Tasks
- Comments on Tasks
- Return Task Overview
- User Access Management
- Client Page
- Receipts and Payments
- Employee Management
- Call Management
- Document Management
- Email Marketing
- Task Management
- Expense Management
- Time Tracking Management
- Communication Management
Pricing Info
CA Office Management Software provides a free trial, and its pricing is available upon request. For specific pricing details, users can contact the vendor directly.
Integrations
CA Office Management Software does not provide information about its integration capabilities.
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
CA Office Management Software enhances productivity with comprehensive tools for task management, client handling, financial tracking, and secure document management.
Company Email
Contact No.
Company's Address
CA Office Management Software
25, 110, Sector 25, Sector 21, Indira Nagar, Lucknow,
Uttar Pradesh, India
CA Office Management Software Comparisons
Popular CA Office Management Software Alternatives
No Business Process Management Software will be able to solve all the needs of a specific team. Though main features of Canopy and CA Office Management Software are obviously a priority you should also thoroughly explore the integrations offered by a given software. Very often you will already be working with other types of SaaS software in your company and it’s definitely wiser to choose products that integrate well with each other. That way you will be able to ensure a smooth exchange of data between your teams and services, which can significantly reduce time spent on migrating between one software and the other.
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