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Canopy vs. Workbooks

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Canopy

22 Reviews and Ratings

Workbooks

30 Reviews and Ratings

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Canopy

    Score8.7 out of 10
    		N/ACanopy is tax practice management software from Canopy, Inc., with accounting functionality designed for tax professionals and their customers. It includes tax resolution analytics, automatic IRS form population, client management, transcript delivery and reporting, custom service workflows, penalty abatement, casework/client engagement tracking, client portals, and billing and invoicing capabilities.N/A

    Workbooks

    Score4.9 out of 10
    		N/AWorkbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.

    $30

    per user/per month

    Pricing
    CanopyWorkbooks
    Editions & Modules
    No answers on this topic
    Workbooks CRM Edition
    $30
    per user/per month
    Workbooks Business Edition
    $65
    per user/per month
    Offerings
    Pricing Offerings
    CanopyWorkbooks
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information
    Features
    CanopyWorkbooks
    Type of tax
    Comparison of Type of tax features of Canopy and Workbooks
    Feature
    Canopy
    9.8
    3 Ratings
    Workbooks
    -
    Ratings
    Sales and Use Taxes10.03 Ratings00 Ratings
    Cross-border Taxes9.02 Ratings00 Ratings
    VAT / GST Taxes10.02 Ratings00 Ratings
    Energy and Fuel Taxes10.03 Ratings00 Ratings
    Tax Reporting & Compliance
    Comparison of Tax Reporting & Compliance features of Canopy and Workbooks
    Feature
    Canopy
    8.1
    8 Ratings
    Workbooks
    -
    Ratings
    Geolocation for Tax Assessment9.02 Ratings00 Ratings
    3rd-Party Software Integrations2.06 Ratings00 Ratings
    Tax Data Reporting9.63 Ratings00 Ratings
    Compliance Administration Management9.26 Ratings00 Ratings
    Tax Exemption Processing10.03 Ratings00 Ratings
    Tax Document Management8.07 Ratings00 Ratings
    Complex Tax Scenario Management9.35 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Canopy and Workbooks
    Feature
    Canopy
    -
    Ratings
    Workbooks
    7.7
    9 Ratings
    Customer data management / contact management00 Ratings8.59 Ratings
    Workflow management00 Ratings8.27 Ratings
    Territory management00 Ratings7.79 Ratings
    Opportunity management00 Ratings8.89 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings6.49 Ratings
    Contract management00 Ratings7.29 Ratings
    Quote & order management00 Ratings7.68 Ratings
    Interaction tracking00 Ratings6.48 Ratings
    Channel / partner relationship management00 Ratings8.48 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Canopy and Workbooks
    Feature
    Canopy
    -
    Ratings
    Workbooks
    6.3
    8 Ratings
    Case management00 Ratings6.28 Ratings
    Call center management00 Ratings6.82 Ratings
    Help desk management00 Ratings5.88 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Canopy and Workbooks
    Feature
    Canopy
    -
    Ratings
    Workbooks
    7.3
    7 Ratings
    Lead management00 Ratings8.07 Ratings
    Email marketing00 Ratings6.67 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Canopy and Workbooks
    Feature
    Canopy
    -
    Ratings
    Workbooks
    7.5
    9 Ratings
    Task management00 Ratings7.77 Ratings
    Billing and invoicing management00 Ratings6.88 Ratings
    Reporting00 Ratings7.87 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Canopy and Workbooks
    Feature
    Canopy
    -
    Ratings
    Workbooks
    8.6
    8 Ratings
    Forecasting00 Ratings8.28 Ratings
    Pipeline visualization00 Ratings8.88 Ratings
    Customizable reports00 Ratings8.88 Ratings
    Customization
    Comparison of Customization features of Canopy and Workbooks
    Feature
    Canopy
    -
    Ratings
    Workbooks
    7.7
    8 Ratings
    Custom fields00 Ratings8.48 Ratings
    Custom objects00 Ratings7.67 Ratings
    Scripting environment00 Ratings7.56 Ratings
    API for custom integration00 Ratings7.57 Ratings
    Security
    Comparison of Security features of Canopy and Workbooks
    Feature
    Canopy
    -
    Ratings
    Workbooks
    7.5
    8 Ratings
    Single sign-on capability00 Ratings7.05 Ratings
    Role-based user permissions00 Ratings8.07 Ratings
    Social CRM
    Comparison of Social CRM features of Canopy and Workbooks
    Feature
    Canopy
    -
    Ratings
    Workbooks
    6.6
    3 Ratings
    Social data00 Ratings6.03 Ratings
    Social engagement00 Ratings7.31 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Canopy and Workbooks
    Feature
    Canopy
    -
    Ratings
    Workbooks
    6.9
    6 Ratings
    Marketing automation00 Ratings6.76 Ratings
    Compensation management00 Ratings7.02 Ratings
    Platform
    Comparison of Platform features of Canopy and Workbooks
    Feature
    Canopy
    -
    Ratings
    Workbooks
    4.2
    7 Ratings
    Mobile access00 Ratings4.27 Ratings
    User Ratings
    CanopyWorkbooks
    Likelihood to Recommend
    8.0
    (12 ratings)
    7.0
    (18 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.5
    (7 ratings)
    Usability
    -
    (0 ratings)
    7.3
    (1 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Support Rating
    1.0
    (1 ratings)
    8.2
    (1 ratings)
    Online Training
    -
    (0 ratings)
    6.4
    (1 ratings)