Average Ratings 952 Ratings
Average Ratings 1 Rating
Description
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
Description
At CrossLink (CPTS), our mission is to create tax solutions tailored to your needs, empowering you to effectively assist the taxpayers in your area. We offer solutions designed to enhance your success, providing both online and desktop-based options to accommodate mobile, remote preparers, and tax professionals operating in an office setting. Our commitment is to develop the product that meets your specific requirements. Each year, we gather numerous customer suggestions and integrate them into our software, recognizing that you understand the needs of your community and business better than anyone. With cutting-edge features like Point-and-Shoot Error Correction™, the unique TextLink™ integrated messaging system, and support for electronic signature pads and handheld W-2 barcode scanners, users of CrossLink 1040 software can efficiently and accurately process tax returns, ensuring a smoother workflow. Our dedication to listening to our customers ensures we remain at the forefront of the ever-evolving tax landscape.
API Access
Has API
API Access
Has API
Integrations
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
Integrations
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
Pricing Details
$50.00/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Canopy
Founded
2013
Country
United States
Website
www.getcanopy.com
Vendor Details
Company Name
CrossLink Professional Tax Solutions
Founded
1974
Country
United States
Website
www.crosslinktax.com
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
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
Product Features
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
