Canopy vs. Revver
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Compare Canopy to Alternatives
Full-suite practice management built for accounting firms
Managing documents is an important part of your firm, but you do so much more than just that! With Canopy, you can streamline various operations including document management, engagements and proposals, time tracking, task management, invoicing, payment collection, and report generation—all in a single platform designed specifically for accountants.
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| Client Portal |
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| Document Storage |
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| Retention Rules |
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| Secure Links |
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| Folder Templates |
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| Document Automation |
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| Virtual Drive |
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| Time & Billing |
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| Integrated Payments |
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Reports (productivity, WIP) |
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| Highly-Rated Mobile Apps |
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(productivity, WIP)
4.6 stars on G2.com
“I love that everything is all in one place. Document storage, document sharing with clients, timer, invoicing, reports, task management, procedures (we use sub-tasks to lay out the steps in a task with notes on how to do each step), transcripts etc… I also really love the client request feature that automatically reminds my client that I am waiting on something.”
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See why accountants prefer Canopy
Accountants rated Canopy highly in 10+ categories on G2—including time tracking, cross-module reporting insights, and streamlined payment processing.
Track Your Time Efficiently
Whether you offer hourly or flat rate billing, Canopy makes it easy to account for and manage your time. Set timers, create time entries, manage WIP, view productivity reports, and more–because time spent is a dollar earned.
Harness Insights Across Modules
Want to know how productive your staff was/is? What about how profitable each client is? Or how about how much capacity each employee has? Gain these insights, set up alerts, schedule reports, and customize liveboards with Canopy Insights.
Efficiently Manage Payment Processing
You’ve finished the work, so collecting your payment should be simple, fast, and affordable, right? Enjoy simple signup, secure payment collection, surcharging, reports, and more at low rates. Clients can also pay anywhere with our top-rated app to help you get paid faster.
REVVER VS CANOPY
Track work frictionlessly
By utilizing Canopy’s Workflow module, you can eliminate context switching, minimize manual tasks through automation, effortlessly initiate projects with templates, and maintain oversight of your firm’s activities with comprehensive tables and reports.
REVVER VS CANOPY
Top-rated mobile apps for you and your clients
Imagine being able to quickly search contacts, manage your files, interact with tasks, view invoices, track time, take notes, and more from the convenience of your mobile device. Now imagine your clients can view requests, scan and upload documents, view and pay their invoices from anywhere, and more using their phone. This is a reality that will make running your firm on the go or clients interacting with your firm on-the-go not only possible, but also increase efficiency and convenience to do business with your firm.
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.