TranZact
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Freemium Solution
- Quotation Tracking
- Transactions
- Inventory
- Payments
- Analysis
- Onboarding & Support
- Integration
Pricing Info
TranZact offers a competitive free forever package containing a lot of essential features ideal for small teams. It also offers annual and quote-based enterprise pricing for more advanced features and bigger teams.
Lifetime Free
- Request for Quotation
- RFQ Comparison
- Sales Quotation
- Quotation to Order Conversion
- Order Confirmation / Sales Order
- Purchase Order
- Inward & Quality Inspection Register
- GST Invoices (B2B / B2C)
- E-Way Bill
- Packing List
- Service Transactions
- Transaction Tags
- Unique Transaction Timeline
- Internal and Extrenal Communication
- Credit / Debit Note
- Document Delivery / Open Status
- Inventory History
- Mutiple Stores
- Minimum Stock Level
- Maximum Stock Level
- Multiple UOM
- Physical Stock Reconciliation
- Inventory Valuation (FIFO, Average)
- Inventory Rejected / Dead Stock
- Barcode (Back Tracking)
- Account Receivable
- Account Payable
- Debtor / Creditor Ageing Report
- Counter Party Ledger
- Advance Reciept
- Business Intelligence
- Reports
- Insights (Auto Mailer)
- Knowledge Centre Access
- Live Chat
- Tally Integration
- Access Management
- Document Flex Fields
- Multiple Document Series
- Dispatch Details
- Auto Payment Reciept
- Notification (Email / System / FCM)
Advanced – ₹9999/year
- All Features in Free +
- Multi-Level Bill of Materials (BOM)
- BOM Costing (FIFO, Avg, Latest, Default)
- Process Routing
- Scrap Tracking
- Work Order
- Finished Goods Testing
- Line Rejection Tracking
- Outsourcing / Sub-Contract
- Material Resource Planning
- Dedicated Customer Success Manager
- Google Sheet Integration
- Aftership Integration
- Reminders
- Document Approvals
- Store Approvals
Ultimate – By quote
- All Features in Advanced +
- Personalised Onboarding
- Advanced Analytics
- Custom Integrations
- Early Access to All New Features
- Call Support even outside working hours
Integrations
TranZact integrates with various business applications including:
- Microsoft Excel
- Google Sheet
- Tally
- Aftership
- Google Drive
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Greenway Gramin, Atomberg, MESCO
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 digital transformation platform that helps Indian SME manufacturers digitize their entire business process.
Company Email
contactus@letstranzact.com
Contact No.
Company's Address
FCB Technologies,
B wing, 6th floor Ackruti Trade Centre, MIDC Andheri East, Mumbai,
India
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When you compare different Business Process Management Software services you shouldn’t simply look at their list of features and available pricing packages. Consider that the service should be adjusted to your work processes and team so the more flexible their offer the better. Learn which platforms are supported by Canopy and TranZact and make sure you will obtain mobile support for whichever devices you work on in your company. It may also be a good idea to find out which languages and countries are supported, as this might be a critical factor for many businesses.
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