Side-by-side comparison of features, reviews, pricing and more
Category: Task Management Tool
Industries: Finance, Communication, Business, Marketing
Category: Task Management Tool
Industries: Communication, Marketing, Business, Education
1 Client Per Year
Transcripts & Notices
1 User Per Month
1 User Per Month
1 User Per Month
Speechify is the #1 audio reader in the world. Get through books, docs, articles, PDFs, email – anything
you read – faster.
“Speechify is absolutely brilliant. Growing up with dyslexia this would have made a big difference. I’m so glad to have it today.“
Sir Richard Branson
We are delighted to know that we can count on a project manager with essential features such as billing when it comes to service projects. Facilitates the work of managing all tasks and making the final product reach our target audience. The design of its interface is modern and easy to use, the functions of linking milestones and tasks can help you to visualize quickly the most important aspects of the project and help you solve them as soon as possible.Geraldine M.
Task2Bill is the only tool that comprises end-to-end functionalities to simplify your project tasks through flexible steps and reduces the need for multiple systems to manage your business.
Document collection and management was great. They also have a great product roadmap and I got the impression the product is only going to get better as time goes on. It took a while, but we finally got a "collapse/expand all" feature for the documents. Very impressed with the customer service. Also, the UI is very clean and overall pleasant to use. The only feature I didn't pay for was the workflows, because I was already disappointed with the way that "tasks" were tracked, and didn't feel optimistic more money would make me more satisfied.Austin M.
Unclunk your accounting firm with Canopy's cloud-based practice management suite. It's client, document, workflow, time, billing, email, tax, and staff management. But that's a mouthful. Doing all of these things in one software eliminates switching and clicking, which will help you and your staff improve efficiency, organization, and accuracy. You'll even be able to help keep your clients efficient and organized with the client portal, automated reminders, eSign, payments, and more. Try Canopy!
The availability of billing and project management system in one platform.
- Sourav Film Maker
The application is too much flexible and it fit with my both business. I am really happy to use the system.
- William Patey
Task2Bill has unique features much recommended by the users.
The most helpful aspect of Canopy is the ease in which clients are able to use the client portal and use the associated app. Even the clients that are technology challenged find the app easy to use. If they are happy using the portal, that makes my life much easier.
- Henrietta "Hank" W. Certified Public Accountant
I like Canopy and I'll continue to use it. I'm glad I'm working on the conversion in November rather than Feb/March. I expect to have everything perfect by the chaos of tax season.
- Nicole H. Manager/Owner
Improved practice management and time management. As well as a simple way for clients to securely share their files with me.
- Danny N. Owner
|The availability of billing and project management system in one platform|
|The UI is very attractive|
|It is easy to use and runs fairly fast|
|We can initiate task easily|
|Till date I have used many tools but this project management tool is perfect for the industryI like the UI, easy navigation and it works super fast|
|The Kanban is perfect|
|Our developers can easily log the hours for particular tasks|
|It is perfect project management tool, I ever used.|
|I have found it of great use for my company|
|Hardly any cons though I believe time tracking section can improve a little|
|They need to improve the meeting module a bit.|
|An easy place to track my clients and prospects and archive our emails instead of having a million saved emails|
|Project tracking is also super helpful|
|I would recommend it to anyone who regularly deals with IRS transcripts|
|Has saved us so much time|
|Purchased a license in order to use their Tax Prep software (NOT the tax management software - ability to track clients and manage the funnel of taxes)|
|The software is cloud based and therefore easy to access."|
|It appears that it is designed to offer more practice management functionality but it seems once I paid for it, the support to train how to use it disappeared|
|No phone calls, just pop up messages|
|Lack of charts showing all clients and the status of their case|
|This may be because I don't pay for all the bells and whistles|
|The company said I could try the product and cancel for up to 6 months|
|They now are refusing to cancel|
|Not the company you want to go with when you need something dependable|
|They're a tax company which makes it even more absurd that they mess around with deadlines."|
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