CANOPY VS. CCH AXCESS
Keep What's Working. Upgrade Everything Else.
You can maintain your core tax engine AND switch to Canopy’s modern, cloud-native platform for CRM, client portal, document management, billing, and more.
4.6 stars on G2.com
“I have been a Canopy user for several years now and they truly care about their customers. I switched to Canopy because they were able to offer all the services I needed for my practice in one application.”
Why tolerate clunky practice management?
A few numbers that make the case to unclunk with Canopy:
star rated mobile app
of surveyed users who switched from CCH Axcess recommend Canopy
source of truth for your entire firm
| Feature |
|
|
|---|---|---|
|
Core Tax Engine
|
Keep it, same engine |
Keep it, same engine |
|
Platform Architecture
|
Cloud-native |
Legacy, retrofitted |
|
Pricing
|
All-in-one |
Layered paywalls |
|
Mobile app rating
|
4.9★ |
1.7★, iPad-only |
|
Frequent Product Innovation
|
 |
 |
|
Frequent Upgrades & Bug Fixes
|
|
|
|
Uptime
|
99.95% guaranteed |
|
|
Workspace
|
One login, unified |
Fragmented modules |
|
Workflows
|
Flexible, automated |
Rigid, list-based |
Book a meeting with our experts.
Before you buy CCH Axcess, ask yourself…
CCH Axcess charges separately for ancillary modules. Canopy delivers an all-in-one practice management workspace with transparent, predictable pricing with zero modular paywalls.
You don’t have to rip out your core tax engine to get modern practice management. You can keep CCH Axcess Tax for preparing returns while using Canopy to manage your CRM, document storage, client portal, billing, workflows, and more. And manage them all better and more seamlessly, at that.
CCH Axcess sits on legacy architecture retrofitted across acquisitions, resulting in inconvenient sudden downtime during peak deadlines and a practitioner mobile app rated at 1.7 stars (and, no, it’s not a two-star scale) . Canopy is cloud-native from day one, guaranteeing 99.95% uptime and providing top-rated mobile apps (4.8 stars for staff, 4.9 for clients).
All-in-one practice management that scales with your firm
“One of the main reasons we decided to go with Canopy was cost. Also, the all-in-one kind of platform where we can have the client portal, the billing, the tracking of the projects, all of that in one system… Go with Canopy. It is an all-in-one game changer for your firm.”Shelly Lingor, CEO of Financial Solution Advisors
Detect bottlenecks before they become peak-season panic
“Now [with Canopy] the work and its status sit in one system, so I can see capacity issues coming instead of discovering them after a deadline moves.”Tyler Heckman, Partner at FNP
Modern practice management wins on every metric
From mobile to pricing to platform design, Canopy outpaces CCH Axcess where it counts.
Mobile App
Canopy's mobile app is modern, native, and top-rated. CCH Axcess has a mobile app, but it's none of those things.
Reliability
99.95% uptime guarantee. Canopy delivers the reliability CCH Axcess can't match.
Pricing
Canopy provides affordable, easy-to-understand pricing with fully transparent costs. And Canopy costs roughly $200 less per user than CCH Axcess.
All-in-One
CRM, documents, billing, workflow, client engagement—all fragmented and scattered in legacy systems. In Canopy? They're all in one place.
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
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