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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accountants, accounting firms, tax attorneys, tax professionals

Audience

Companies and professionals seeking a tool to manage business documents, client data, & workflows,

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$50.00/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.5 / 5
design 5.0 / 5
support 4.0 / 5
Read all reviews

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Canopy
Founded: 2013
United States
www.getcanopy.com

Company Information

DocuSoft
United Kingdom
www.docusoft.net

Alternatives

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.
Enterprise Process Center (EPC)

Enterprise Process Center (EPC)

Interfacing Technologies
IRSLogics

IRSLogics

Logics CRM
CCH iFirm

CCH iFirm

Wolters Kluwer
SCHEMA ST4

SCHEMA ST4

SCHEMA Group
Doc.It by IRIS

Doc.It by IRIS

Doc.It Inc.

Categories

Categories

Accounting Practice Management Features

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

Accounting Features

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

Tax Practice Management Features

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

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Mailchimp
Microsoft 365
Microsoft Excel
Nekton.ai
QuickBooks Accountants
Salesforce
Shift
Slack
Xero

Integrations

Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Mailchimp
Microsoft 365
Microsoft Excel
Nekton.ai
QuickBooks Accountants
Salesforce
Shift
Slack
Xero
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