Formitize
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Smart Online Forms
- Triggered Actions
- Smart Logic
- Required Data Fields
- Voice-to-Text
- GPS, Data, & Time Stamp
- Automatic Calculations
- Database Integration
- Drawing Tool
- Photo Tagging & Streaming
- Document Management
- Job Handling
- Sales Management
- Asset Management
- Health & Safety
- Compliance Register
- Report Generator
- Digital Assistants
- CRM Solution
- Quotes & Invoices
- Payment Management
- Mobile App
Pricing Info
Pricing Info
Formitize provides the following enterprise pricing plans for users to choose from.
Giving Back – by quote
- For non-profits and charities
- Community giving back program
Standard Plan – $29.99/user/month
- Formitize standard solutions
- Smart online forms
- CRM solution
- Web-based scheduling
- Job handling
- Safety
- Sales pipeline management
- Document management
- Quotes & invoices
- Automated digital assistants
- Mobile payments
Enterprise Solutions – by quote
- Formitize industry-tailored solutions
- Includes all standard features, Plus:
- Dedicated solutions for industries & verticals
- Reports
- Workflows
- Job templates
- Resource documents
Integrations
Integrations
Formitize integrates with the following systems:
- Xero
- QuickBooks
- Stripe
- MYOB
- CRM platforms
- Asset numbering & barcode systems
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
The Flea & Tick Guys, Ventia, TEC Traffic Solutions
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
Formitize is a form automation system that implements intelligent online forms and integrated solutions for companies, government agencies, and franchises to avoid paperwork hassles.
Company Email
Contact No.
Company's Address
Formitize
Mobile Interactive Technologies Pty Ltd., 11 Rodeo Road, Gregory Hills, NSW
Australia
Formitize Comparisons
Popular Formitize Alternatives
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.
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
Contact No.
Company's Address
3401 North Thanksgiving Way #200
Lehi, UT 84043
USA
Canopy Comparisons
Popular Canopy Alternatives
No Business Process Management Software will be able to cover all the requirements of a company. Though main features of Formitize and Canopy are obviously a priority you should also carefully analyze the integrations offered by a given software. In many cases you will already be working with various kinds of SaaS software in your company and it’s always more beneficial to choose apps that integrate well with each other. If you do that you will be able to ensure a reliable transfer of information between your teams and software used, which can really reduce time wasted on migrating between one software and the other.
Page last modified