Compare Canopy to other practice management alternatives.
Fuel your firm’s success with a practice management solution that’s easy to use, dependable, and designed for real impact. Canopy combines a sleek, modern look with smart, powerful capabilities that secure your clients' and your work, keep everything running smoothly, and empower you to make confident business decisions.
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AI Generative Emails |
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Advanced Time & Billing (group billing, statements, expense tracking, reporting, bulk invoicing) |
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Secure Native Mobile Apps (with 4.8- & 4.9-star ratings for practitioners & clients, respectively) |
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Granular Security Permissions (nearly double the options) |
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Audit Trail Tracking |
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Document Management Efficiency (drag & drop, @mentioning, private annotations) |
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PDF Editor with Document Merging |
Limited |
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Enhanced Efficiency & Scalability |
Limited |
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Award-Winning Implementation and Support (including phone support) |
Limited |
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Robust Workflow Automation |
Limited |
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Fast Filterable Task Lists |
Limited |
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Actual vs. Budgeted Time |
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Client Portal |
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Firm-wide Insights |
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Integrations |
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Client Tasks |
AI Generative Emails
Advanced Time & Billing (group billing, statements, expense tracking, reporting, bulk invoicing)
Secure Native Mobile Apps (with 4.8- & 4.9-star ratings for practitioners & clients, respectively)
Granular Security Permissions (nearly double the options)
Audit Trail Tracking
Document Management Efficiency (drag & drop, @mentioning, private annotations)
PDF Editor with Document Merging
Enhanced Efficiency & Scalability
Award-Winning Implementation and Support (including phone support)
Robust Workflow Automation
Fast Filterable Task Lists
Actual vs. Budgeted Time
Client Portal
Firm-wide Insights
Integrations
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. And especially for mobile users.
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're giving us 4.5 stars and 4.9 stars out of 5 for our mobile experience).
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.
