Canopy vs WickedFile
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Overview
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal.
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
WickedFile is an AI software that integrates with shop management and financial accounts to organize documents, ensure profits on parts, and reconcile statements. It caters to teams across industries like marketing, creative, engineering, and more.
WickedFile is an AI software that integrates with shop management and financial accounts to organize documents, ensure profits on parts, and...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Cost
Starting from
USD 40.00/month
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.5/ 5Features
4.3/ 5Customer Service
4.4/ 5Value for Money
4.2/ 5Ease of Use
5/ 5Features
5/ 5Customer Service
5/ 5Value for Money
5/ 5Features
Total features 126
- @mentions
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Trail
- Bank Reconciliation
- Billing & Invoicing
- Billing Portal
- CRM
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Management
- Contingency Billing
- Credit Card Processing
- Customisable Branding
- Customisable Forms
- Customisable Invoices
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deadline Management
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Due Date Tracking
- Electronic Payments
- Electronic Signature
- Email Management
- Employee Activity Monitoring
- Employee Management
- Expense Tracking
- File Conversion
- File Recovery
- File Sharing
- File Transfer
- Financial Management
- Financial Reporting
- For Accountants
- For CPA Firms
- For Small Businesses
- For Tax Practices
- Forms Management
- Full Text Search
- Hourly Billing
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Meeting Management
- Messaging
- Milestone Tracking
- Mobile Access
- Mobile App
- Mobile Payments
- Multiple Projects
- Offline Access
- Online Invoicing
- Online Payments
- Payment Processing
- Payroll Management
- Progress Tracking
- Project Accounting
- Project Billing
- Project Costing
- Project Management
- Project Planning/Scheduling
- Project Time Tracking
- Projections
- Purchase Order Management
- QuickBooks Integration
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Recurring/Subscription Billing
- Reminders
- Remote Access/Control
- Remote Support Software
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Sales Tax Management
- Search/Filter
- Secure Data Storage
- Staff Management
- Status Tracking
- Tagging
- Task Management
- Tax Calculation
- Tax Compliance
- Tax Forms
- Tax Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time Zone Tracking
- Timer
- Timesheet Management
- Traditional Methodologies
- Version Control
- Workflow Management
Total features 7
- @mentions
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Trail
- Bank Reconciliation
- Billing & Invoicing
- Billing Portal
- CRM
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Management
- Contingency Billing
- Credit Card Processing
- Customisable Branding
- Customisable Forms
- Customisable Invoices
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deadline Management
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Due Date Tracking
- Electronic Payments
- Electronic Signature
- Email Management
- Employee Activity Monitoring
- Employee Management
- Expense Tracking
- File Conversion
- File Recovery
- File Sharing
- File Transfer
- Financial Management
- Financial Reporting
- For Accountants
- For CPA Firms
- For Small Businesses
- For Tax Practices
- Forms Management
- Full Text Search
- Hourly Billing
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Meeting Management
- Messaging
- Milestone Tracking
- Mobile Access
- Mobile App
- Mobile Payments
- Multiple Projects
- Offline Access
- Online Invoicing
- Online Payments
- Payment Processing
- Payroll Management
- Progress Tracking
- Project Accounting
- Project Billing
- Project Costing
- Project Management
- Project Planning/Scheduling
- Project Time Tracking
- Projections
- Purchase Order Management
- QuickBooks Integration
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Recurring/Subscription Billing
- Reminders
- Remote Access/Control
- Remote Support Software
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Sales Tax Management
- Search/Filter
- Secure Data Storage
- Staff Management
- Status Tracking
- Tagging
- Task Management
- Tax Calculation
- Tax Compliance
- Tax Forms
- Tax Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time Zone Tracking
- Timer
- Timesheet Management
- Traditional Methodologies
- Version Control
- Workflow Management
Integrations
- AMS Protractor
- Adyen
- FreshBooks
- Gmail
- Google Forms
- Google Sheets
- Mailchimp
- Microsoft Excel
- Microsoft Outlook
- Mitchell RepairCenter
- NAPA TRACS
- QuickBooks Online
- Shopware
- Slack
- Tekmetric
- Typeform
- Xero
- Zapier
- AMS Protractor
- Adyen
- FreshBooks
- Gmail
- Google Forms
- Google Sheets
- Mailchimp
- Microsoft Excel
- Microsoft Outlook
- Mitchell RepairCenter
- NAPA TRACS
- QuickBooks Online
- Shopware
- Slack
- Tekmetric
- Typeform
- Xero
- Zapier
