Canopy vs. Accelo
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Compare Canopy to Alternatives
What you see is what you get
When it comes to our software, we are exactly what we say we are. No need to sleuth around to see just what we can (or cannot) do. We’re built entirely for accounting and tax professionals, so that each functionality we offer is truly catered to your intended use and firm best practices. A CRM truly made for CPAs.
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| Segmentable Client List |
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| Client Hierarchy |
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| Integrated Email |
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| Customized Client Details |
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| Client Data & Analytics |
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Document Management Efficiency Internal Chat & @ Mentions |
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| Client Portal |
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| Engagements & Proposals |
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| Straightforward Pricing & Packaging |
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| Made Specifically for Accountants |
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| Customized Layouts |
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| Marketing Automation |
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Internal Chat & @ Mentions
4.6 stars on G2.com
“Canopy – our new best friend. Canopy has allowed us to consolidate multiple functions into a single system that previously we were using several services for. Being able to send invoices and collect payments directly in our CRM has eliminated a lot of double entry and the file sharing has reduced administrative work.”
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Why Accelo firms are switching to Canopy
Built for Accountants
Sure, we have some overlap with the features of traditional CRMs. But the way ours are built? It’s different. Canopy specializes in design specific to accountants’ pains and needs. Organize and group your clients just how you like to. Build email, client portal invitation, and client profile templates to help you smooth any repetitive administrative tasks.
Payments and Profitability
Traditional CRMs talk about opportunities and accounts, but for accountants, proposals and clients are the critical pieces. Not to mention payment information and collection. Easily collect payment details as a part of a prospect’s requirements before accepting a proposal. Dive deep into services provided, built in bill rates, and profitability.
Accounting-specific Implementation
We’ve built a series of tools and trainings specific to helping accountants migrate sensitive data and translate processes into a new system. Change isn’t easy, which is why we specialize in delivering world-class support to help ease any worries you may have about changing CRMs or Practice Management. We’re with you every step of the way.
ACCELO VS CANOPY
Robust, made-for-accounting, client-and-accountant-loved client portal
Canopy consolidates systems for you and your entire firm while also providing a seamless, uniform experience for clients: a one-stop client portal. Exchange documents, check account balances, make payments, sign documents. All of it! Client portals not made for accountants mean more portals for your clients, which means more emails and questions and more logins to remember.
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.
Most CRMs are industry agnostic. Accounting is a very specific line of work that requires certain tools to effectively manage client relationships from beginning to end. Behaviors that require functionality that most traditional CRMs don’t have. Canopy is built for accountants and we constantly consult with our customers to make it a better solution for accountants every day.