Comparing Software for Accountants.

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.

Let’s Compare

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
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Workflow-Tax & Accounting
  • Install with option to add “Worksplace Online” for a fee.
  • Windows
  • Yes
  • No
  • $60/month per user
  •  
  • Yes
  • Yes
  • Yes
  • No
  • Yes
  • No
  • Yes (KBA Enabled)
  • No
  • Workflow-Tax & Accounting
  • SaaS
  • Cloud
  • No
  • No
  • $799 annually
  • $299 annually
  • Yes, centralized record
  • Time keeping
  • Yes
  • No
  • Yes
  • Yes
  • No
  • 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
    • usr-headshot-xl
    • testimonial thumbnail4
    • testimonial thumbnail2
    • ""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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