Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Filejet Reviews & Ratings
    34 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,350 Ratings
    Company Website
  • Bordio Reviews & Ratings
    282 Ratings
    Company Website
  • Rev.io PSA Reviews & Ratings
    45 Ratings
    Company Website
  • SuiteMaster Reviews & Ratings
    1 Rating
    Company Website
  • ArboStar Reviews & Ratings
    336 Ratings
    Company Website
  • WinMan ERP Reviews & Ratings
    26 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,554 Ratings
    Company Website
  • Epicor BisTrack Reviews & Ratings
    456 Ratings
    Company Website

What is TaxFlow?

As tax accountants, we have faced challenges due to the insufficient software tools available that would enable us to perform our tasks effectively. It often felt like we had to select between an elaborate CRM system that covers every element of our tax practice or a simple spreadsheet, with the former being overly complex and the latter lacking in functionality. Each client can have several entities, each of which may need multiple returns, making it crucial to keep all client data consolidated year after year. This centralized approach allows for easy access to the status of all client returns in one convenient location. You can seamlessly import your client's information from any software that exports to a .csv file and subsequently link the relevant entities. Moreover, custom checklist templates can be developed to streamline the organization of the diverse types of returns your firm plans to file. By implementing this system, you can begin efficiently tracking and managing tax returns for both clients and their respective entities, enhancing the overall workflow of your practice. Ultimately, this tailored solution not only saves time but also improves client satisfaction by ensuring that all their tax needs are met promptly and accurately.

What is Canopy?

Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$20 per user per month
Free Trial Offered?
Free Version

Pricing Information

$50.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TaxFlow

Company Location

United States

Company Website

www.taxflowsolutions.com

Company Facts

Organization Name

Canopy

Date Founded

2013

Company Location

United States

Company Website

www.getcanopy.com

Categories and Features

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

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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

Categories and 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

Popular Alternatives

Popular Alternatives

CCH iFirm Reviews & Ratings

CCH iFirm

Wolters Kluwer
Eleven Reviews & Ratings

Eleven

RunEleven