| Product | |||
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| Review & Ratings |
No reviews available |
No reviews available |
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| Description |
Thomson Reuters CS Professional Suite is the most comprehensive line of integrated software and services available to tax and accounting professionals. Whether you’re a sole proprietor or a large accounting firm, it delivers everything you need to run your operations. Every piece of software is designed to work seamlessly together as one system, sharing data and processes across your workflow. C... Read more about CS Professional Suite |
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 |
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| Free Trial |
NA |
Available |
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| Starting Price |
NA |
$40 Per User |
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| Category Features | |||
| Document Management Software | |||
| Electronic Signature | |||
| Version Control | |||
| Search/Filter | |||
| Approval Process Control | |||
| Document Capture | |||
| Commenting/Notes | |||
| Task Management | |||
| Collaboration Tools | |||
| File Sharing | |||
| Audit Trail | |||
| Compliance Tracking | |||
| Alerts/Notifications | |||
| Activity Tracking | |||
| File Recovery | |||
| Archiving & Retention | |||
| Offline Access | |||
| Document Generation | |||
| Drag & Drop | |||
| Secure Data Storage | |||
| Content Management | |||
| Document Storage | |||
| Forms Management | |||
| Email Management | |||
| Document Classification | |||
| Document Review | |||
| Tagging | |||
| Artificial Intelligence | |||
| Project Management Software | |||
| Milestone Tracking | |||
| Testing/QA Management | |||
| Time & Expense Tracking | |||
| Projections | |||
| Alerts/Notifications | |||
| Calendar Management | |||
| Project Planning | |||
| Project Scheduling | |||
| Issue Management | |||
| Billing & Invoicing | |||
| Gantt/Timeline View | |||
| Client Portal | |||
| Kanban Board | |||
| Collaboration Tools | |||
| File Sharing | |||
| Prioritization | |||
| Risk Management | |||
| Traditional Methodologies | |||
| Task Management | |||
| Status Tracking | |||
| Resource Management | |||
| Budget Management | |||
| Task Progress Tracking | |||
| Commenting/Notes | |||
| Document Management | |||
| Portfolio Management | |||
| Agile Methodologies | |||
| Activity Dashboard | |||
| Idea Management | |||
| Project Tracking | |||
| Multiple Projects | |||
| Real Time Updates | |||
| Artificial Intelligence | |||
| Accounting Software | |||
| General Ledger | |||
| Accounts Payable | |||
| Accounts Receivable | |||
| Bank Reconciliation | |||
| Billing and Invoicing | |||
| Expense Tracking | |||
| Financial Reporting | |||
| Budgeting and Forecasting | |||
| Income & Balance Sheet | |||
| Inventory Management | |||
| Fixed Asset Management | |||
| Fund Accounting | |||
| Multi-Currency | |||
| Tax Management | |||
| Payroll Management | |||
| Subscription Billing | |||
| Project Accounting | |||
| Compliance Management | |||
| Artificial Intelligence | |||
| Accounting Practice Management Software | |||
| Staff Management | |||
| Client Portal | |||
| Client Management | |||
| Workflow Management | |||
| Document Management | |||
| Due Date Tracking | |||
| Billing & Invoicing | |||
| Task Management | |||
| Time Tracking | |||
| Project Management | |||
| For CPA Firms | |||
| Approval Workflow | |||
| Artificial Intelligence | |||
| Billing and Invoicing Software | |||
| Mobile Payments | |||
| Billing Portal | |||
| Project Billing | |||
| Tax Calculation | |||
| Multi-Currency | |||
| Reporting & Statistics | |||
| Contact Database | |||
| Third-Party Integrations | |||
| Credit Card Processing | |||
| Customizable Invoices | |||
| Time & Expense Tracking | |||
| Invoice Processing | |||
| Reminders | |||
| Payment Processing | |||
| Document Management | |||
| Hourly Billing | |||
| Contingency Billing | |||
| Quotes/Estimates | |||
| Artificial Intelligence | |||
| Law Practice Management Software | |||
| Trust Accounting | |||
| Conflict Management | |||
| Legal Case Management | |||
| CRM | |||
| Document Generation | |||
| SSL Security | |||
| Client Portal | |||
| Contact Management | |||
| Contract/License Management | |||
| Document Management | |||
| Reminders | |||
| Access Controls/Permissions | |||
| Calendar Management | |||
| Task Management | |||
| Third-Party Integrations | |||
| Activity Tracking | |||
| Time Tracking | |||
| Billing & Invoicing | |||
| Customizable Fields | |||
| Email Management | |||
| Activity Dashboard | |||
| Accounting | |||
| Expense Tracking | |||
| Artificial Intelligence | |||
| Project Accounting Software | |||
| Accounting | |||
| Activity Dashboard | |||
| Billing & Invoicing | |||
| Budget Management | |||
| Forecasting | |||
| Reporting/Analytics | |||
| Resource Scheduling | |||
| Revenue Recognition | |||
| Time & Expense Tracking | |||
| Artificial Intelligence | |||
| Remote Work Software | |||
| Softphone | |||
| Video Conferencing | |||
| Meeting Management | |||
| Remote Support | |||
| Communication Management | |||
| Time Zone Tracking | |||
| Third-Party Integrations | |||
| Electronic Signature | |||
| Live Chat | |||
| Video Chat | |||
| Task Management | |||
| Workflow Management | |||
| Collaboration Tools | |||
| Access Controls/Permissions | |||
| Progress Tracking | |||
| Employee Activity Monitoring | |||
| Reporting & Statistics | |||
| Document Management | |||
| Artificial Intelligence | |||
| Tax Practice Management Software | |||
| Client Management | |||
| Tax Forms | |||
| Document Management | |||
| Tax Filing | |||
| Reporting & Statistics | |||
| Billing & Invoicing | |||
| Status Tracking | |||
| Approval Process Control | |||
| Workflow Management | |||
| ACH Payment Processing | |||
| Client Portal | |||
| Task Management | |||
| Communication Management | |||
| Time Tracking | |||
| For Tax Practices | |||
| Artificial Intelligence | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, | Web-Based, iPhone, Android, | |
| Pricing Model | Contact Vendor | Per User | |
| Support | Phone, Chat | 24x7 Support, Email, Phone, Chat, Knowledge Base, FAQs/Forum | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
Large-Enterprise-Business
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Self-Employed,
Small-Business,
Midsize-Business,
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