Creatio Studio
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
- 360-degrees customer views
- Lead management
- Lead segmentation
- Collaboration suite
- Business process management
- Best practices and opportunity management
- Advanced customization
- Open configuration
- Visual process designer (WYSIWYG)
- Dashboard analytics
- On-premise and in-cloud deployment
- Extensive API
- Synchronized mobile app
- Field sales app
- File sharing and omnichannel communication
- Case management
Pricing Info
Creatio Studio provides you with a 14-day free trial for you to test all the features available. Creatio offers a number of various editions and composable pricing, which allows users to select the edition that best fits their business model:
- Growth starts from $25/user/month. Provide automation to SMB clients.
- Enterprise starts from $55/user/month. Enable full-scale automation for corporate and enterprise needs.
- Unlimited starts from $85/user/month. Deliver limitless automation for advanced enterprise scenarios.All Creatio licenses include basic support plan, product maintenance and free updates. More information: https://www.creatio.com/products/pricing.You also can get a free demo with CRM experts and choose an option.
Integrations
Creatio Studio is built to eliminate data silos and create unified workflows by seamlessly connecting with your existing enterprise systems. With a rich library of pre-built connectors and an open API, the applications you build can easily share data with the software you already use. This ensures that your custom solutions enhance, rather than disrupt, your current IT landscape.
Key integrations showcase its versatility across critical business functions, including the following:
- SAP
- Shopify
- PandaDoc
- DocuSign
- Power BI
- RingCentral
To explore a constantly growing library of additional pre-built applications, connectors, and vertical solutions, users can visit the Creatio Marketplace.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
L'Oreal, BAYER, Heinz
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
An innovative business process management software that combines out-of-the-box solutions and customizable templates to help users build the processes they want. With this, users can comment on actions, collaborate with colleagues, move elements, and manage all processes from one place.
Company Email
info@creatio.com
Contact No.
Company's Address
280 Summer St., 6th floor
Boston, Massachusetts
USA
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All the data, facts and reviews that we presented in this table were collected from official vendor sites, promotional resources available online, actual experience from real users as well as our individual direct use of every solution by an expert. We put a lot of effort to comprehensively examine each product, so we not only study it on our own, but we also compare our results with experiences of other people from the SaaS community.
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