Comparing Software for Accountants.

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a screenshot of Canopy's tax resolution software

WHAT SETS CANOPY APART?

Canopy is a cloud-based practice management solution designed to simplify the way accountants manage the daily actions of their firm as well as important client relationships. Canopy enables you to streamline your firm with tools to keep your team organized and help you connect with your clients through the use of our robust platform, including:

CRM
Document management
Workflow and process management
Time and billing
Payments processing

Organize your firm's workflow with a bird’s eye view of current tasks and overall time spent. Budget hours, track time, and delegate tasks easily. Customize templates for all of your firm’s important processes relating to tasks, client communications, and post-filing workflows. Canopy gives you a central hub to manage your firm and it's clients.

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OVERVIEW

Emphasis
SaaS vs. Installed
OS (Supported)
Mobile

PRACTICE MANAGEMENT

Contact Mgmt.
Time & Billing
Workflow
Document Mgmt.

CLIENT MANAGEMENT

Client Portal
Document Sharing
E-Signature
Email Sync

Canopy

Office Tools

CCH iFirm Practice Manager

Thomson Reuters Onvio

Practice Management
SaaS
Windows, Mac OS
Yes, App for Practitioner and Clients

Yes
$89 a month paid annually
Unlimited With Client Management

Workflow-Tax & Accounting
Install with option to add “Worksplace Online” for a fee.
Windows
Yes

No
$60/month per user

Yes
No
Yes (KBA Enabled)
No

Workflow-Tax & Accounting
SaaS
Cloud
No

No
$799 annually
$299 annually

Yes, centralized record
Time keeping
Yes
No

Client Connection-Tax
SaaS
Windows & Internet Explorer 11+ Mac OS
Yes, App for Practitioner & Clients

No
$2,000 annually
$120/additional user

No
Yes
Yes
Yes, Windows only

Yes
Yes
Yes, (KBA required)
No

- "I'm able to spend more quality time with my clients. When they're in my office or on the phone, I am able to give them a better customer service experience. My thoughts are more organized, and the client has already been able to complete a lot of paperwork through the client portal, the time we spend together is more efficient for both of us. ”
  Northwest Tax Associates
- "After less than three months of using Canopy, I had streamlined my process so efficiently that I was able to add $10,000 in monthly recurring revenue.”
  The ATA Group
- "Canopy has been amazing this tax season. With this Coronavirus, I only do returns online. Makes my life way easier! Thanks for having an amazing product! 2 1/2 year user. ”
  Adam Beesley

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Comparing Software for Accountants.

Let’s Compare

See how we can help your practice.

Get your free demo of Canopy.

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See how we can  help your practice.