ANCHOR VS CANOPY

What Separates Canopy from Anchor?

All-in-one practice management makes sure you do more with less (software, that is).

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ANCHOR VS CANOPY

Manage more (with less software)

With Canopy, from proposal to payment means not only seamlessly managing client engagements, invoices, and payments, but also managing everything else in between—your client info, time, tasks, documents, reports, eSignatures, & more—with Canopy’s full-suite practice management software. Now is the time to decrease the burden (think implementation, training, cost, and adoption) of a bloated tech stack.  "Proposal to payment" and "full-suite practice management"  mean Canopy helps you do more, simply and seamlessly.

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Invoices and Payment Processing

Proposals & Engagements

Surcharging

Time Management (timers, time entries, WIP)

Document Management

Workflow

Integrated Email

Multiple eSignatures

Cross-Module Reporting

Highly-Rated Mobile Apps

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Invoices and Payment Processing

Proposals & Engagements

Surcharging

Time Management (timers, time entries, WIP)

Document Management

Workflow

Integrated Email

Multiple eSignatures

Cross-Module Reporting

Highly-Rated Mobile Apps

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4.5 stars on Capterra

I've 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.

Jessie B. / CPA Firm President

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ANCHOR VS CANOPY

Easily collect and manage client documents 

Collecting, storing, and editing documents is a central part of the work your firm does to get paid. With Canopy, you don’t need a separate (or *shudder* more) system to do it.  Your clients can easily upload their important documents in a secure portal (web or mobile), efficiently collect eSignatures, and conveniently store and organize an unlimited amount of documents. All in one place.

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ANCHOR VS CANOPY

Track work efficiently (and see results instantly)

When you leverage Canopy’s Workflow module, you can skip the context switching, reduce manual efforts with automations, quickly get started with templates, and keep a pulse on work in your firm with tables and reports. You'll see the Canopy difference immediately. 

 

Why Canopy is the better solution:

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Account for your time

Whether you offer hourly or flat-rate billing, Canopy time & billing makes it easy to account for and manage your time. Set timers, create time entries, manage WIP, view productivity reports, and more. Time is money, after all.

Cross Module Insights

Cross-module insights

Want to know how productive your staff is? What about how profitable your clients are? Gain these insights and more! Set up alerts, schedule reports, and customize liveboards with Canopy Insights

Gather-eSignatures

Gather multiple eSignatures 

No matter the document–engagement letter, tax form, NDA, or more–you can conveniently gather multiple signatures from stakeholders. Collect these eSignatures via a secure client portal or using a secure link.

Practice Management should include Engagements.

With Canopy, it does.

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ANCHOR VS CANOPY

Highly-rated mobile apps for you and your clients

Quickly search contacts, manage files, interact with tasks, view invoices, track time, take notes, and more from the convenience of your mobile device. Meanwhile, your clients can view requests, scan and upload documents, and pay their invoices from anywhere, using their phone. All with the goal to increase efficiency and convenience to do business with your firm.

 

WHAT OUR CUSTOMERS LOVE ABOUT US
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“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

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“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 N. / Founding Partner

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“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

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“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

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“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

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“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

Frequently Asked Questions

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

Canopy offers a comprehensive practice management solution that goes beyond engagements, invoices, and payments. From client engagements and proposals to time management, document handling, and workflow automation, Canopy provides a full-suite solution. In contrast, Anchor focuses primarily on engagements, invoices, and payment processing, lacking features such as time management, document management, and workflow that can reduce your tech stack. 

Aside from offering crucial (and valuable) modules to run your firm like Document Management and Workflow, Canopy provides several advantages over Anchor, including:

  • Time Management: Canopy allows you to account for and manage billable hours efficiently, with features like timers, time entries, and productivity reports.
  • Cross-Module Insights: Gain valuable insights into staff productivity, client profitability, and employee capacity through Canopy's customizable liveboards and reporting.
  • Multiple eSignatures: Canopy enables the convenient gathering of multiple eSignatures for various documents, enhancing collaboration and approval processes. Anchor lacks this feature.

For both credit card and ACH payments, you can expect to have the payment processed within 2 business days. 

No. ESignatures are included in the functionality. Add as many signees as you need to each engagement. There are no limits in the month either.