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Ratings and Reviews 952 Ratings
What is IRSLogics?
IRSLogics stands out as the most established and reliable software for professional tax resolution. With more than ten years of experience, we continually enhance our offerings by taking into account feedback and the specific needs of our customers. At Logics, prioritizing customer service is our top priority; our committed support team is always ready to listen to your concerns and address your questions at no extra cost, ensuring seamless service. Furthermore, IRSLogics operates entirely online and eliminates the need for any complicated setup process. You can easily log in from any device, anywhere, as long as you have an internet connection. We strive to provide users with a hassle-free experience at every step. For assistance, feel free to call us at 312-957-8979.
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.
Integrations Supported
ACH Payments
Axis LMS
Calendar
Calendly
Client Portal
FaxLogic
Gmail
Google Contacts
Google Forms
Google Sheets
Integrations Supported
ACH Payments
Axis LMS
Calendar
Calendly
Client Portal
FaxLogic
Gmail
Google Contacts
Google Forms
Google Sheets
API Availability
Has API
API Availability
Has API
Pricing Information
$89 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
Logics CRM
Date Founded
2008
Company Location
United States
Company Website
www.irslogics.com
Company Facts
Organization Name
Canopy
Date Founded
2013
Company Location
United States
Company Website
www.getcanopy.com
Categories and Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory 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