ACCELO VS CANOPY

What Separates Canopy from Accelo?

A CRM truly made for CPAs.

ACCELO VS CANOPY

What you see is what you get

When it comes to our software, we are exactly what we say we are. No need to sleuth around to see just what we can (or cannot) do. We’re built entirely for accounting and tax professionals, so that each functionality we offer is truly catered to your intended use and firm best practices.


Segmentable client list
Client hierarchy
Integrated email
Customized client details
Client data & analytics
Internal chat & @ mentions
Client Portal
Engagements & Proposals
Straightforward pricing & packaging
Made specifically for accountants
Customized layouts
Marketing automation

Segmentable client list

Client hierarchy

Integrated email

Customized client details

Client data & analytics

Internal chat & @ mentions

Client Portal

Engagements & Proposals

Straightforward pricing & packaging

Made specifically for accountants

Customized layouts

Marketing automation

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AccountingPracticeManagement_Leader_Americas_Leader

4.5 stars on Capterra

“Canopy - our new best friend. Canopy has allowed us to consolidate multiple functions into a single system that previously we were using several services for. Being able to send invoices and collect payments directly in our CRM has eliminated a lot of double entry and the file sharing has reduced administrative work.”

Gavin T. / Canopy User

ACCELO VS CANOPY

Robust, made-for-accounting, client-and-accountant-loved client portal

Canopy consolidates systems for you and your entire firm while also providing a seamless, uniform experience for clients: a one-stop client portal. Exchange documents, check account balances, make payments, sign documents. All of it! Client portals not made for accountants mean more portals for your clients, which means more emails and questions and more logins to remember.

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Why Canopy is the better solution:

Built for accountants

Sure, we have some overlap with the features of traditional CRMs. But the way ours are built? It's different. Canopy specializes in design specific to accountants’ pains and needs. Organize and group your clients just how you like to. Build email, client portal invitation, and client profile templates to help you smooth any repetitive administrative tasks.

Payments & profitability

Traditional CRMs talk about opportunities and accounts, but for accountants, proposals and clients are the critical pieces. Not to mention payment information and collection. Easily collect payment details as a part of a prospect’s requirements before accepting a proposal. Dive deep into services provided, built in bill rates, and profitability.

Accounting-specific implementation

We've built a series of tools and trainings specific to helping accountants migrate sensitive data and translate processes into a new system. Change isn’t easy, which is why we specialize in delivering world-class support to help ease any worries you may have about changing CRMs or Practice Management. We're with you every step of the way.

Want an overview of Canopy?

WHAT OUR CUSTOMERS LOVE ABOUT US

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“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”

Nathan G. / Small Business

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“I switched to Canopy because they were able to offer all the services I needed for my practice in one application... They provide simple to use solutions for CRM, communication, client portal, and workflow management... Canopy makes it possible for all my clients to be under one "CANOPY". ”

Danny N. / Founding Partner

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“I'm elated to have Canopy as a portal to allow my clients to easily upload their documents. Most clients have welcomed the shift to using Canopy as it is user friendly.”

Lisa B. / Owner

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“Having a secure online portal made the need to meet face to face not necessary. Our firm is trying to determine if being 100% virtual is possible. Without Canopy, we couldn't even have that conversation.”

Jon F. / CEO

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“Canopy's features are amazing, but the best thing about them is their response to consumer feedback, willingness to adapt their software, and support staff.”

Cassandra H. / Office Manager

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“You get everything all in one. Communications, data management, workflow and billing. All of it flows incredibly well into each other and maximizes efficiency.”

Adam R. / Payroll Professional

Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

Most CRMs are industry agnostic. Accounting is a very specific line of work that requires certain tools to effectively manage client relationships from beginning to end. Behaviors that require functionality that most traditional CRMs don’t have. Canopy is built for accountants and we constantly consult with our customers to make it a better solution for accountants every day.

When it comes to managing client relationships, accountants need more than just a traditional CRM, which tends to overindex on pieces that are less important to accountants. In accounting, you need a solution designed specifically for your unique workflow. And you need it all in one place instead of juggling multiple tools. Canopy is custom-tailored for the accounting profession—with essential tools like client portals, proposals, payments, and profitability reporting.

It's not necessarily about what we have or don't have, but how we've built it. We have a client portal built the way you and your firm want to use it. No need for workarounds. Same thing with billing. We have a built in engagements tool that allows you to pull from billing and task data to share prices and trigger tasks. No workarounds or integrations needed.

Schedule your Canopy Demo.

ACCELO VS CANOPY

What Separates Canopy from Accelo?

ACCELO VS CANOPY

What you see is what you get

ACCELO VS CANOPY

Robust, made-for-accounting, client-and-accountant-loved client portal

Why Canopy is the better solution:

Want an overview of Canopy?

WHAT OUR CUSTOMERS LOVE ABOUT US

“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”

“I switched to Canopy because they were able to offer all the services I needed for my practice in one application... They provide simple to use solutions for CRM, communication, client portal, and workflow management... Canopy makes it possible for all my clients to be under one "CANOPY". ”

“I'm elated to have Canopy as a portal to allow my clients to easily upload their documents. Most clients have welcomed the shift to using Canopy as it is user friendly.”

“Having a secure online portal made the need to meet face to face not necessary. Our firm is trying to determine if being 100% virtual is possible. Without Canopy, we couldn't even have that conversation.”

“Canopy's features are amazing, but the best thing about them is their response to consumer feedback, willingness to adapt their software, and support staff.”

“You get everything all in one. Communications, data management, workflow and billing. All of it flows incredibly well into each other and maximizes efficiency.”

Frequently Asked Questions

Get your free demo of Canopy.

Thank you.