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Canopy Practice Management vs. SafeSend Returns

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Canopy Practice Management

    Score10 out of 10
    N/ACanopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.N/A

    SafeSend Returns

    N/AN/ASafeSend Returns helps accounting firms digitally assemble, securely deliver, and capture e-signatures from clients for completed tax return packages. SafeSend Returns eliminates the manual, labor-intensive elements many tax departments experience producing client-ready tax returns prepared in CCH Axcess™ Tax and ProSystem fx® Tax, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®. Additionally, SafeSend Returns offers electronic distribution of K-1s to…N/A
    Pricing
    Canopy Practice ManagementSafeSend Returns
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Canopy Practice ManagementSafeSend Returns
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup fee$15 per delivered tax return
    Additional Details——
    More Pricing Information
    Best Alternatives
    Canopy Practice ManagementSafeSend Returns
    Small Businesses
    No answers on this topic
    TaxJar
    Score8.6 out of 10
    Medium-sized Companies
    No answers on this topic
    LOVAT
    Score10 out of 10
    Enterprises
    No answers on this topic
    CCH® SureTax®
    Score7.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Canopy Practice ManagementSafeSend Returns
    Likelihood to Recommend
    10.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Canopy Practice ManagementSafeSend Returns
    Pros
    Canopy, Inc.
    • Client information management
    • Task tracking
    • Time Tracking
    Incentivized
    Read full review
    SafeSend
    No answers on this topic
    Cons
    Canopy, Inc.
    • I wish Contact information could contain active hyperlinks
    • I wish reports could be generated based on TAGS
    • I wish contact lists could be generated based on filters
    Incentivized
    Read full review
    SafeSend
    No answers on this topic
    Alternatives Considered
    Canopy, Inc.
    LIGHT YEARS ahead of PCS. We hated it
    Incentivized
    Read full review
    SafeSend
    No answers on this topic
    Return on Investment
    Canopy, Inc.
    • Big impact on profitability based on the ability to set budgets and track time
    Incentivized
    Read full review
    SafeSend
    No answers on this topic
    ScreenShots