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Compare Canopy vs PolicyHub

What is better Canopy or PolicyHub? Today’s firms require the best Business Process Management Software product to remain competitive. On this page we help you with choosing the best service, by allowing you to examine Canopy and PolicyHub down to the very details of their individual features.

It's also possible to make use of our general scoring values, which rate the software general quality and performance. Canopy got a 7.9 score, while PolicyHub has a score of 7.8. Likewise, it is possible to compare their general user satisfaction rating: N/A% (Canopy) against 100% (PolicyHub). Remember to select the solution that best matches your most urgent issues, not the solution with the higher number of features.

Our team put a lot of effort to prepare reviews of all popular Business Process Management Software products offered out there, but among all the ones we reviewed these three caught our special attention: Studio Creatio Enterprise, monday.com, Wrike.

NOAWARDS
YET

SmartScore™

OUR SCORE 7.9

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $85

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

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

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.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Richard Dewey, Tax Manager; Northwest Tax Associates, Nobles Bookkeeping

Integrations

Canopy supports email integration, and works seamlessly with Google Plus.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

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

NOAWARDS
YET

SmartScore™

OUR SCORE 7.8

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

by quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Policy Creation
  • Multi-Level Policy Approval
  • Multi-Language Policy Dissemination
  • Policy Library
  • Automated Knowledge Assessments
  • Real-Time Reporting Tools
  • Custom Reports

Pricing Info

PolicyHub’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Allianz, Transatlantic, Berwin Leighton Paisner

Integrations

No information available.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

PolicyHub is an enterprise-wide and all-inclusive policy management solution.

Company Email

Contact No.

Company's Address

5001 Plaza On The Lake, Suite 111
Austin, TX 78746
USA

Wrike

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $9.80

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Workload management
  • Real-time newsfeed
  • Task management
  • Free mobile apps
  • Interactive timeline (Gantt chart)
  • Real-time newsfeed
  • Document collaboration
  • Discussions in tasks
  • iPhone and Android apps
  • Task prioritization
  • Customized reports
  • Recurrent tasks
  • Time-tracking

Pricing Info

Wrike Business Process Management Software is being offered in 5 flexible enterprise pricing plans, which are designed to meet the varying needs and specifications of businesses and professionals. A free plan for teams of up to 5 users is also available. Here are the pricing details:

Wrike Free Plan

The Free Package is great for a small teams with up to 5 users, plus an unlimited number of collaborators. Other features include:

  • Managing tasks
  • Discussions in tasks
  • File sharing
  • Real-time activity stream
  • Spreadsheet view
  • iPhone/Android apps
  • Advanced email integration
  • Basic app integrations

Wrike Professional Plan – $9.80/user/month with packages of 5, 10 or 15 users (billed annually).

  • All Free plan features
  • Unlimited number of collaborators
  • Storage space from 5GB
  • Unlimited levels of hierarchy folders
  • Dynamic timeline (Gantt Chart)
  • Subtasks
  • Advanced mass actions with tasks
  • Dashboard with custom widgets and 10 shareable dashboards
  • Workload view
  • Time-tracking
  • Reports
  • Notification center
  • Advanced filters
  • MS Project, Excel, iCal, and RSS integrations

Wrike Business Plan – $24.80/user/month (billed annually)

  • This plan works well for teams with 5-200 users, in need of robust work management with customization and exec reporting.
  • All features from the Professional Plan
  • Custom fields & workflows
  • The ability to track anything related to your work. Customize workflow stages to fit your process.
  • Shared real-time reports with scheduled notifications
  • The powerful and easy-to-use report builder lets you visualize and share project status. Subscribe to scheduled notifications to stay on track with regular report updates and reviews.
  • Report templates
  • Use Templates to create reports in seconds. Edit or build reports from scratch using additional filters and groupings. Select column, bar or table charts.
  • Graphical analytics
  • View compelling charts and graphs about any project, folder or tag, and add them to your dashboard. Compare baseline plans to current status. Include column or bar charts in reports.
  • Resource management
  • Allocate people to tasks and projects, resolve schedule conflicts, and reorganize assignments with just a few clicks.
  • Request forms
  • Requests provide the structure and control you need for work intake so you get the right information from the start.
  • Time tracking
  • Track the time spent on a particular task and create time reports for a group of tasks at any given moment.
  • User groups & permissions
  • Group your team members (e.g. accounting, marketing, design etc.) for easier user management and control while advanced privacy settings allow you to control team activity.
  • Salesforce integration
  • Branded workspace
  • Align the look and feel of your Wrike workspace by replacing the Wrike logo with your own.
  • From 50Gb of storage space

Wrike for Marketers – $34.60/user/month (billed annually)

  • All Business Plan features
  • Proofing & Approval
  • Review & approval of digital images and PDF documents. Get clear and actionable feedback to ensure only the right version makes it out the door.
  • Adobe® Creative Cloud® Extension
  • Keep your designers connected to their work within the tools they love
  • Tailored workspaces

Wrike Enterprise Pricing – by quote (the average price is about $35/user/month)

A flexible plan for enterprises that can support from 5 to thousands of users. This plan is ideal for teams that need customization, reporting, and advanced security. The actual pricing is influenced by factors such a number of seats, type of license (annual or monthly), premium support/implementation etc. Features that come with this plan include storage capacities starting from 100GB and special functions like Custom Calendars, Progress Reports, and Extended Security controls among others. Other features included are:

  • All Professional plan features
  • Storage space from 100GB
  • 20 shareable dashboards
  • Custom fields
  • Custom workflows
  • Critical path
  • Progress reports
  • Custom reports
  • User groups
  • Custom calendars
  • Salesforce
  • Single sign-on
  • Extended security controls
  • Folder permissions
  • Branded workspace and emails.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Adobe, Google, EA Sports

Integrations

Wrike Business Process Management Software integrates seamlessly with the following applications:

  • Gmail
  • Google Docs
  • IBM
  • DropBox
  • Google Drive
  • Apple Mail
  • Microsoft Outlook
  • Microsoft Excel
  • Microsoft Project
  • Box
  • Slack
  • Salesforce

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Designed to automate, measure and optimize any business process, capable of ensuring accurate management, promoting collaboration, simplifying administrative tasks and robust reporting.

Company Email

marketing@team.wrike.com

Contact No.

Company's Address

70 N 2nd Street
San Jose, CA 95113
USA

Product Comparisons

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Comparision

If you are still having second thoughts about which solution will be best for your company it may be a good idea to analyze each service’s social metrics. These metrics are quite often an indicator of how popular each service is and how extensive is its online presence.For example, if you analyze Canopy LinkedIn page you’ll see that they are followed by 802 users. In case of PolicyHub the number of followers on their LinkedIn page is 2120.

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