RIO Genesis
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Broker Management
- Financial Dashboard
- GCI/CCI/ACI Tracking
- Risk Mitigation
- Worklfow Templates
- Compliance Management
- Custom Reporting
- Account Management
- Custom Dashboard
- Custom User Permissions
- Import/Export Data
- Activity Logs
- Transaction Management
- Contact Management and Marketing
- Expense Tracking
- Client Tracking
- Shortsale Management
- Automated Recruiting
- Custom Drip Campaign Builder
- Email Notifications
- Internal Chat
- e-Signature
Pricing Info
Pricing Info
RIO Genesis offers three enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your company:
RIO Professional – $99/month
- 10 User Accounts
- Unlimited Transactions
- Unlimited Documents and Photos
- Customized User Permissions
- Import/Export Data
- Activity Logs – Audit User Activity
- Company Document Library
- E-Signatures
- Online Offer Submission
- Offer Management
- Transaction Vaulting
- Auto Tasking
- Email Notifications
- Expense Tracking
- Client Tracking
- Automated Bid Requests
- Shortsale Management
- Profile Visible to Asset Managers
- Facebook & Twitter Integration
- Agent Web Pages
RIO Office – $299/month
- All RIO Professional features
- 25 User Accounts
- Custom Dashboard – Based on User Role
- Financial Dashboard
- GCI/CCI/ACI Tracking
- Risk Management
- Automated Workflow
- Office Compliance
RIO Office Complete – $499/month
- All RIO Office features
- 50 User Accounts
Integrations
Integrations
RIO Genesis integrates with the following business systems and applications:
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
RIO Genesis software uses data and technology to create a competitive advantage and optimize your business performance.
Company Email
Contact No.
Company's Address
2875 St Rose Parkway, Suite 100
Henderson, NV 89052
USA
RIO Genesis Comparisons
Popular RIO Genesis 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
info@canopytax.com
Contact No.
Company's Address
3401 North Thanksgiving Way #200
Lehi, UT 84043
USA
Canopy Comparisons
Popular Canopy Alternatives
You shouldn’t count on just a wide set of useful tools and flexible pricing packages from a reliable Business Process Management Software. Almost as crucial as core features is a trustworthy customer support. You want to ensure that when you have any questions about RIO Genesis or Canopy, or you run into a problem, or perhaps you’ll want to request a specific revision or functionality useful to your team you can trust in a responsive and helpful customer support. Examine whether solutions such as phone support, tickets or live chat are available. What is more, it’s a big plus if you are able to benefit from personal training or at the very least an FAQ you can use.
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