| Product | |||
|---|---|---|---|
| Review & Ratings |
No reviews available |
No reviews available |
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| Description |
Canopy is a comprehensive accounting practice management software that helps accounting firms streamline their operations, manage client relationships, and increase productivity. The platform offers tools for task management, document storage, billing, and client communication, all within a centralized dashboard. Canopy’s client portal allows clients to securely upload documents, track the statu... Read more about Canopy |
Basil is an accounting practice management software designed to help accounting firms streamline client management, organize workflows, and improve operational efficiency. The platform provides tools for tracking client information, managing deadlines, and assigning tasks to team members, ensuring smooth practice operations. Basil’s document management feature allows firms to store, share, and c... Read more about Basil |
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| Free Trial |
Available |
Available |
|
| Starting Price |
$40 Per User |
$30 Per User |
|
| Category Features | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, iPhone, Android, | Web-Based, iPhone, | |
| Pricing Model | Per User | Per User | |
| Support | 24x7 Support, Email, Phone, Chat, Knowledge Base, FAQs/Forum | 24x7 Support, Email, Phone, Chat, Knowledge Base, FAQs/Forum | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
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Self-Employed,
Small-Business,
Midsize-Business,
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