Compare Canopy to other practice management alternatives.
It’s crucial to your firm’s success to choose a practice management solution that's inviting to use as well as reliable and operational. So, sure, Canopy has a modern, visually appealing interface, but it’s what’s under the hood that really matters: purposefully built practice management software that provides performance and reliability so you can avoid disruptions, save time, and make better business decisions.
|
|
|
|---|---|---|
|
AI Generative Emails |
||
|
Award-Winning Implementation and Support |
||
|
Time & Billing Reports (including WIP, profitability, and productivity) |
||
|
Mobile App (specifically for practitioners) |
||
|
Robust Workflow Automation |
||
|
Filterable Task List |
||
|
Actual vs. Budgeted Time |
||
|
Client Portal |
||
|
Firm Wide Insights |
Limited |
|
|
Integrations |
Limited |
|
|
PDF Editor |
Limited |
|
|
Client Tasks |
Limited |
AI Generative Emails
Award-Winning Implementation and Support
Time & Billing Reports (including WIP, profitability, and productivity)
Mobile App (specifically for practitioners)
Robust Workflow Automation
Filterable Task List
Actual vs. Budgeted Time
Client Portal
Firm Wide Insights
Integrations
PDF Editor
Client Tasks
4.6 stars on G2.com
Our customers are at the heart of what we do. With Canopy, you’ll get award-winning customer service (2022 CCW Excellence Award and Top 10 Accounting Practice Management from G2) to get onboarded quickly and running in no time, no matter what system you’re migrating from.
Customers are supported in every way possible—phone, chat, email, video—you name it. Need answers outside of business hours? We've got you covered with on-demand training via 500+ step-by-step articles, 60+ training videos, live weekly training sessions, onboarding courses, and best practices.
And it’s all included in our monthly pricing. No surprise support fees from us!
Employs Better-than-Bank Security
Canopy protects your information and client data with annual SOC-2 Type 2 certifications, 2FA for clients and staff, 256-bit encryption for data (in transit and at rest), internal PCI compliance, regular backups of data, and more. Yes, better than banks.
Was Designed with Practitioners in Mind
Canopy was specifically built for accountants (and your clients) in mind. Routine communication allows us to gather customer feedback and requests and continually develop and improve our products, which customers love! Don’t just take our word for it, check out what our customers are saying (spoiler: they gave us 4.7/5 stars). Read more about our security measures.
Will Grow with Your Firm
Change is hard, takes time, and comes at a cost. If you decide to switching to a new practice management software (or start using one in the first place) then you want to ensure your investment is worth it and can scale with your growth—whether intentional or by happenstance. Join over 3,700 tax, bookkeeping, CAS, and full-service firms of different sizes in choosing Canopy.
Canopy’s cloud-based software allows us to respond to market shifts and our users’ needs—and deliver real-time updates when new features are released. Use Canopy on any internet browser or on our Canopy Mobile App (for practitioners; 4.8/5 stars) or Client Portal App (for your clients; 4.9/5 stars with 8.5k reviews) on your mobile device.
You can’t afford for your practice management software to waste your time loading or, even worse, suddenly going down. Canopy’s purpose-built platform, modules, and features help you reliably execute work faster—especially during busy seasons. We even publish our daily uptime results.
