Vertex O Series vs Canopy

Starting Price

Not provided by vendor

$99.00/month/user

Best For

All told, more than 10,000 customers around the world have relied on Vertex for unparalleled expertise in tax technology.

Tax Professionals, Accountants, Tax Attorneys, Enrolled Agents

Rating


4.5 / 5
(51)


4.5 / 5
(89)

Ideal number of Users

1 - 1000+

1 - 99

Ease of Use


4 / 5

4.5 / 5

Customer Support


4 / 5

4.5 / 5

Features & Functionality


4 / 5

4.5 / 5

Value for Money


4 / 5

4 / 5

Product Features

  • close Approval Process Control
  • close Billing & Invoicing
  • close Client Management
  • close Client Portal
  • close Document Management
  • close Due Date Tracking
  • close Scenario Planning
  • check Tax Filing
  • close Tax Forms
  • close Workflow Management
  • check Approval Process Control
  • check Billing & Invoicing
  • check Client Management
  • check Client Portal
  • check Document Management
  • check Due Date Tracking
  • close Scenario Planning
  • close Tax Filing
  • check Tax Forms
  • check Workflow Management

Screenshots

View 3 screenshots 84553 thumb
View 3 screenshots 99670 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • close Webinars
  • close Documentation

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Vertex O Series vs Canopy

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