ConnectWise
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Help Desk Management
- Ticketing System
- Project Management
- Dashboards and Reporting
- Time sheets
- CRM
- Service Support Management
- Billing
- Procurement
- Email Management
- Dispatch Portal
- ITIL processes automation
- Business intelligence
- Automate anything
- Developer Network
- Service boards
- Pipeline Reporting
- Mobile app
- Open API
- 300+ Integrations
Pricing Info
Integrations
- Acomba
- Active Directory Contacts Sync
- Anchor
- AuthAnvil
- AVG Managed Workplace
- BizDox
- BrightGauge
- BVoIP 3CX
- CentraStafe
- CharTec BDR
- CharTec SaaS BDR
- Client Heartbeat
- Cloud Manager
- CloudBerry Managed Backup
- CNET ChannelOnline
- Connect and Market by Yellowbus
- ConnectBooster
- ConnectSMART
- ConnectWise ChatAssist
- Contact Science
- Continuum
- CoreConnex
- Custom Reports by Mobius Works
- Customer Thermometer
- Cyberoam
- Datto
- DeskDirector
- D-Tools Connect
- Dynamics GP Integration
- eAutomate
- eFolder
- Excel Micro
- Exchange Defender
- Executive Briefing Service for ConnectWise
- Field Nation
- Fortinet
- FreedomIQ
- GFI Maz
- independenceIT Cloud Workspace
- Intermedia
- Intronis
- IT Glue
- ITQuoter
- JetStream
- JoomConnect
- Kaseya
- LabTech
- LogicMonitor
- LogMeIn
- ManagetoWIN
- McAfee MX Logic
- MindMatrix
- MYOB Integration
- N-able
- Naverisk
- NetEnrich
- Nex.to Client Satisfaction Measurement
- Nex.to Email Analytics
- NilearOS
- Nimsoft
- OpenDNS Umbrella for MSPs
- OS33
- Passportal
- Plus Software
- Postini
- Pronto Marketing
- Quality Center Integration
- Quickbooks Integration
- Quickbooks Online
- QuickTix
- Quosal
- QuoteWeks
- qvWise
- RapidFiretools Email2Ticket
- RapidFiretools Network Detective
- Reflexion
- RepairTech TechSuite
- Replibit
- Sage 100 ERP
- Sage 300 Integration
- Sage 50 Accounting Canada
- Sage 50 Accounts (formerly Sage Line 50 UK) Integration
- Sage 50 Integration
- SenditCertified
- Servoyant
- SmartShare
- SonicWall
- Soonr
- Spam Soap
- Storage Guardian
- StorageCraft
- Sureline Systems
- Team Foundation Server
- ThinkGrid
- Thycotic
- TimeConnect
- TimeStream
- Trend Micro
- Unitrends
- Update Warranty
- Vartopia
- Vault Logix
- Vembu
- VirtualTone
- VTone MSP BILLING Module
- WatchGuard
- Web Teks
- Website Connector
- Wise-Sync Quickbooks Online
- Work Market
- Xero
- Xero-ConnectWise Integration
- Xerox
- Yellowbus Solutions Connect and Pay
- Zenith BDR
- Zetta.net
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
None indicated
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
ConnectWise, the world's #1 business management platform, can increase your business profitability, efficiency, and control.
Company Email
CustomerService@ConnectWise.com
Contact No.
Company's Address
4110 George Rd Tampa, FL 33634 United States
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All the data, details and opinions that we offered in this table were gathered from official company pages, advertising materials available online, actual experience from real clients as well as our personal hands-on use of every software by an expert. We do our best to comprehensively examine each product, therefore we not only study it internally, but we also correlate our findings with opinions of other users from the B2B community.
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