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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CDG Elements
Calendly
Doc.It by IRIS
Gmail
Google Contacts
Google Forms
Google Sheets
Kinective Bridge
LukkaTax
Mailchimp
Microsoft Excel
ProfitCents
QuickBooks Accountants
QuickFee
SafeSend
Salesforce
Shift
Slack
Verito Technologies
Xero

Integrations

CDG Elements
Calendly
Doc.It by IRIS
Gmail
Google Contacts
Google Forms
Google Sheets
Kinective Bridge
LukkaTax
Mailchimp
Microsoft Excel
ProfitCents
QuickBooks Accountants
QuickFee
SafeSend
Salesforce
Shift
Slack
Verito Technologies
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$50.00/month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Wolters Kluwer

Founded

1913

Country

United Kingdom

Website

taxna.wolterskluwer.com/professional-tax-software/prosystem-fx

Vendor Details

Company Name

Canopy

Founded

2013

Country

United States

Website

www.getcanopy.com

Product Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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