Canopy
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
- Comprehensive turnkey solution
- Core EDI capabilities
- Bar code shipping labels and packing slips included
- Cloud-based software
- Support All EDI document types
- Fast implementation
- Support based in the United States
- Advanced capabilities
- Optional interface to QuckBooks, Peachtree, MAS
Pricing Info
Contact CovalentWorks for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.
Integrations
CovalentWorks integrates with the following business systems and applications:
- Crystal Reports
- Epicor
- Everest
- Everest Software
- Exact Globe/Synergy
- FedEx Ship Manager
- Great Plains applications
- Infor ERP Solutions
- Intacct Plus
- IQMS EnterpriseIQ
- Maximizer CRM 10.5
- Mail Order Manager
- MAS 90 / 200 (Sage 100)
- Microsoft Dynamics applications
- NetSuite applications
- Oracle E-Business Suite
- Oasis
- Sage 50 (formerly Peachtree)
- Pivotal CRM
- proAlpha
- QuickBooks, all versions
- Red Prairie
- Red Wing
- Ross Enterprise
- Sage Accpac ERP
- Sage Pro ERP
- Sage 100 (formerly Mas 90 and 100)
- SAP applications
- Savant Warehouse Management
- SQL Server
- SyteLine
- SYSPRO
- Traker Systems
- UPS WorldShip
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
CovalentWorks is a provider of software as a service that specializes in meeting the EDI supply chain needs of small companies with their Fortune 1000 customers.
Company Email
Contact No.
Company's Address
14515 Briarhills Pkwy
Houston, TX 77077
USA
CovalentWorks Comparisons
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No Business Process Management Software will be able to cater to all the needs of a company. While key functionalities of Canopy and CovalentWorks are important you should also thoroughly examine the integrations supported by each service. In many cases your team will already be using various kinds of SaaS software in your company and it’s always more beneficial to opt for solutions that integrate well with one another. If you do that you can be certain of an effortless exchange of data between your teams and services, which can significantly reduce time devoted to migrating between one product and the other.
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