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features
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support
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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
CCH ProSystem fx
Calendly
Gmail
GoSystem Tax RS
Google Contacts
Google Forms
Google Sheets
Intuit ProSeries Tax
Lacerte
Mailchimp
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
QuickBooks Accountants
Salesforce
Shift
Slack
UltraTax CS
Xero

Integrations

Microsoft Excel
CCH ProSystem fx
Calendly
Gmail
GoSystem Tax RS
Google Contacts
Google Forms
Google Sheets
Intuit ProSeries Tax
Lacerte
Mailchimp
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
QuickBooks Accountants
Salesforce
Shift
Slack
UltraTax CS
Xero

Pricing Details

$50.00/month
Free Trial
Free Version

Pricing Details

No price information available.
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

Canopy

Founded

2013

Country

United States

Website

www.getcanopy.com

Vendor Details

Company Name

Thomson Reuters

Country

United States

Website

tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs

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

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

Alternatives

Alternatives

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