LeanKit
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
- Kanban Boards
- Advanced Kanban Capabilities
- Virtual Whiteboards
- Board Editor
- Custom Board Templates
- Unlimited Board Sharing
- Import Data
- Multiple Users
- Backlog Management
- Unlimited Size File Attachment
- Cards in Boards
- Card History
- Comment Threads
- RSS Updates
- Enhanced Security
- Encryption
- Multi-device Accessible
Pricing Info
SELECT – $19/ user per month (billed annually)
- For multiple teams implementing Lean and Agile
- Unlimited Boards
- Flexible Layout
- Board Templates
- Collaboration Tools
- Cycle Time Report
- Lean Metrics & Reports
- Lane Policies & WIP Limits
- Work Item Breakdown
- Filtered Work Views
ADVANCED – $29/user per month (billed annually)
- For enterprises scaling Lean and Agile practices
- All Select features, plus:
- Multi-Team Work Distribution
- Advanced Reporting
- Integrations
- Custom Fields
- Reader Licenses
- Enhanced Security
- Account Services
PREMIUM – By quote
- For enterprises that need advanced security
- All Advanced features, plus:
- Single Sign-on
- Private Cloud
Integrations
LeanKit’s flexible integration framework can easily synchronize projects between JIRA, MS Visual Studio/TFS and MS Visual Studio Online, MS Project Server, GitHub, and Oracle Primavera. Likewise, it has more than 250 pre-built integrations with popular web apps, which are available through Zapier. These apps include Google, Oracle, Inedo, BugHerd, Sharepoint, Jenkins, GitHub, and Zendesk.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Adobe, PayPal, Verizon, Siemens, Rolls Royce, Accenture
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
See what team members are working on. Easily collaborate and share information.
Company Email
sales@leankit.com
Contact No.
Company's Address
236 2nd Ave S
Franklin, TN 37064
LeanKit Comparisons
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Please pay attention to the fact that while both Canopy and LeanKit may provide a reliable set of features every service may be designed for a different business size. If you are analyzing various solutions you should pay attention to a company type they are aimed at. Specific elements might scale up with no problem for big enterprises but if you run a small or medium business it’s usually better to avoid paying for advanced functionalities that you might never actually use.
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