Double vs Canopy

Canopy vs. Double

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DOUBLE VS CANOPY

Tired of tool-hopping?

Canopy Close Automation brings real-time general ledger visibility directly into the practice management platform your firm already lives in. No separate system, no separate subscription, no paying the “organization tax.”

Double (formerly Keeper) is a capable tool for month-end close. But that’s all it does. Workflow tracking, billing, document management, client communications all happen somewhere else. Canopy handles all of it in one place.

But Canopy isn’t just about getting through the close faster (though it does that too). It’s about running a tighter, more scalable firm. Double can do the bookkeeping. Canopy runs the entire firm.


All-in-One Practice Management
Firm-Wide Close Health Dashboard
Pre-Built and Custom Monitors
Integrated Client Request Workflow
Advanced Time & Billing
Full Document Management Suite		Limited
Client Portal		Limited
Full Tax Workflow		Paid add-on
Transaction Level Client Requests
2-Way QBO Ledger Sync

All-in-One Practice Management

Firm-Wide Close Health Dashboard

Pre-Built and Custom Monitors

Integrated Client Request Workflow

Advanced Time & Billing

Full Document Management Suite

Limited

Client Portal

Limited

Full Tax Workflow

Paid add-on

Transaction Level Client Requests

2-Way QBO Ledger Sync

4.6 stars on G2.com

“Canopy is what made us rethink our entire tech stack—we consolidated from 14 tools to 5.”

Lera Kooper / Accountability Services

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PRACTICE MANAGEMENT SOFTWARE

One Platform. One Subscription.

Canopy Close Automation brings powerful bookkeeping natively into the platform you already use to run your firm. Close tasks live inside your existing project and workflow management, client requests sit alongside documents, eSignatures, and payments, and your month-end close ties directly to your firm’s revenue cycle. No jumping between systems, no bookkeeping-only silos, no disconnected data. Just one place to do it all.

ADVISORY SOFTWARE

Double Tracks the Close. Canopy Powers the Future of Advisory.

Why just close the books faster when you can leverage them to grow? Canopy Close Automation gives you the tools to stop chasing the month-end close and start acting as a strategic advisor—all within one platform, one subscription, and one seamless workflow.

Using accounting practice management software to send 4 uncategorized items to a client portal for completion.

Accounting practice management software interface displaying key performance indicators like expenses and bank balances.

GENERAL LEDGER VISIBILITY

Visibility + Data = Strategic Advisory

A month-end close is only as good as the data driving it. In standalone tools like Double, your view of the client’s financials is disconnected from your firm’s daily operations. You are forced to log into a separate system just to see what is happening inside the ledger, resulting in fragmented workflows and invisible progress.

ALL-IN-ONE

Expand Your Services, Not Your Tech Stack

Tax firms looking to add bookkeeping and CAS?

Get firm-wide book-health dashboards, 11+ automated data monitors, and AI-powered report builders, all with Canopy. Unlike point solutions like Double, which only handle the close, Canopy builds it right into the hub where you already manage your tax work.

Bookkeeping firms looking to expand into tax?

Canopy lets you add and scale full tax workflows, from intake to delivery, backed by robust templates, native tax resolution, billing, and document management. No more sacrificing service lines because your tech can’t keep up.

“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 Nordstrom / Founding Partner

“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

“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

“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

“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

“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

Want a full overview of Canopy?

What you need is a central hub for everything from proposals to payments to modern innovations like AI and whatever else will make your firm’s work easier. Which is precisely what Canopy is. Watch this short video to see it in action.

Frequently Asked Questions

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

What is the main difference between Canopy and Double?

Canopy is an all-in-one practice management software platform that integrates close automation, billing, document management, and tax workflows. Double is a point-solution tool that focuses primarily on the month-end close and bookkeeping tasks. Canopy manages entire accounting firm operations, while Double serves as a specialized bookkeeping tool.

How does Canopy practice management software compare to Double for firm workflow tracking?

Canopy practice management software tracks firm-wide close health, document workflows, billing, and tax resolutions inside a centralized dashboard. Double tracks workflows exclusively for month-end close processes and bookkeeping clients. Canopy software provides a unified hub for all service lines, whereas Double requires separate platforms to manage full firm operations.

Why should tax firms choose Canopy practice management software over Double?

Tax firms choose Canopy practice management software because it integrates 11 plus automated data monitors, firm-wide health dashboards, and full tax workflows from intake to delivery. Double lacks native tax workflow templates and resolution tools. Canopy software allows tax firms to scale bookkeeping and Client Accounting Services (CAS) within their existing operational hub.

Can bookkeeping firms use Canopy software to expand into tax services?

Bookkeeping firms use Canopy software to expand into tax services through native tax resolution tools, robust tax workflow templates, and integrated eSignatures. Double limits bookkeeping firms because it lacks tax compliance and tax preparation functionality. Canopy practice management software supports multi-service firm growth inside a single subscription.

How do Canopy and Double handle document management and client communication?

Canopy practice management software includes a full document management suite, an integrated client request workflow, and a unified client portal experience. Double provides a limited document storage system restricted to close documents and receipts within a bookkeeping context. Canopy software unites transaction-level client requests with firm-wide client history.

What are the cost advantages of using Canopy practice management software?

Canopy practice management software consolidates multiple point-solutions into one platform and one subscription to eliminate the software organization tax. Double requires firms to purchase additional, separate subscriptions for practice management, billing, and document handling. Canopy software reduces overall technology stack expenses by bundling bookkeeping, close automation, and practice management tools.