Esker
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
- Online purchase requisition forms
- Online Invoice Payments
- Audit Trails
- Analytics
- Auto verification of Transactions
- Scanning of PO invoices
- Invoice Validation
- Delivery of Invoices
- Supplier Invoices
- Dashboards
- Character Recognition
- Reporting
- Automated Workflow Approval
- Mail Options
- Fax Options
- Invoice Archiving
- Transaction Tracking
- Reporting Filters
Pricing Info
Esker’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.
Integrations
Esker integrates with the following business systems and applications:
- Sage CRM
- NetSuite
- Infor CRM
- SAP CRM On Demand
- Oracle Service Cloud
- Epicor Financial Management
- Microsoft Dynamics CRM
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Samsung, Toshiba, SONY
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
What Esker does is to transfer business information processing in a collaborative cloud environment, and cover virtually any document-related process in need of agile methodology.
Company Email
info@esker.com
Contact No.
Company's Address
10 Rue des Emeraudes
Lyon, N/A69006
France
Esker Comparisons
Popular Esker Alternatives
In the event you are still having second thoughts about which service will perform best for your company it may be a good idea to analyze each service’s social metrics. Such metrics are frequently a sign of how popular each software is and how wide is its online presence. For instance Canopy Twitter account has currently 1009 followers. At the same time Esker Twitter is followed by 1470 users.
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