Average Ratings 952 Ratings
Average Ratings 0 Ratings
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
Revolutionary tax and accounting software that has received accolades for its effectiveness. It offers straightforward, practical, and groundbreaking solutions tailored for both practices and individuals alike. Now you can seamlessly oversee clients, tasks, workflows, time tracking, and compliance services throughout your practice, all within the comprehensive TaxCalc ecosystem. Are you seeking complete transparency in all ongoing work within your firm? Do you require immediate access to detailed client information? Looking to streamline administrative tasks, enhance billable hours, and ensure more precise invoicing? In essence, do you aspire to be more organized and effective in your daily operations? Our robust project management toolkit is designed to be scalable and cost-effective, empowering you to take charge and allowing you to dedicate more time to expanding your business. Whether you’re an ambitious startup or a larger organization aiming for improved efficiency and productivity, TaxCalc is the only name you can rely on to help you accomplish more for less. Transform your approach to practice management—opt for TaxCalc and redefine success. Discover the difference today.
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
TaxCalc
Founded
2000
Country
United Kingdom
Website
www.taxcalc.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
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
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
