Canopy
vsCanopy
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
- Customer and contact management
- Email ticketing system
- Personal dashboard
- Flexible task and event management
- Complete traceability with customer and contact logging
- Sales/marketing calendar with Outlook integration
- Product/services catalogue
- File and document management with complete indexing and search
- Mass email
- Web forms
- Sales chat tool for easy web site integration
- Email integration with templates
- Flexible workflow and process management
- Customer project management
- SLA’s with escalations to make sure service targets and customer retention targets are met
- Data import and export capabilities
- Web service API for integration with back end systems
- Completely web based with mobile app
Pricing Info
7For the Small plan, subscription starts at 19 euros per user per month, which gives access to the base module containing the following core functions: group calendar, issue/case tracking, PM reports and statistics, Search, Users & Permissions.
For Medium, subscribers are entitled to the base module plus the following: project management functions, email ticket system, support center and live support chat. Rate is at 33 euros per user per month.
The Large plan is at 47 euros per user per month. It is equipped with all the functionalities for the Small and Medium subscription packages, plus these additional features: CRM, corporate branding, product/asset inventory and enterprise chat. This is recommended for big organizations who want to maximize their functions.
There is also a Pick & Choose pricing plan where each module or core function is priced individually, and you choose depending on what you need.
Integrations
There is a VisionFlow mobile app available. Other integrations not specified.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Toyota, Swiss Armed Forces, Brio, Saab, SKF
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
VisionFlow is modular and responsive to your needs and gives you the setup your project requires.
Company Email
info@visionflow.com
Contact No.
Company's Address
Visionera AB
Vegagatan 3
11329 Stockholm, Sweden
VisionFlow Comparisons
Popular VisionFlow Alternatives
It may not always be sufficient to simply compare Canopy and VisionFlow against one another. While useful features, cost and customer comments are all important and should be considered when making a final choice, you should also check out the recognition and awards claimed by every solution. Frequently a less popular solution may turn out to be an amazing choice that was a winner of many industry awards such as our Exceptional Customer Support Award which proves that despite lesser market presence it’s a worthy contender to the products that dominate the market.
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