Canopy vs. Financial Cents
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COMPARE CANOPY TO FINANCIAL CENTS
Complete Practice Management Under One Roof (no integrations needed)
Not all cloud-based practice management software is built the same. They might look similar from the outside, but what’s inside will either save or cost your team precious time. With Canopy, you get all of the basic practice management needs met (Client Management, Document Management, Time & Billing) plus some invaluable bells and whistles (Engagements, Payments, mobile apps, & more). And you get the features for real—no bait & switch requiring you to integrate with other solutions just to enjoy the promised benefits. When we say all-in-one, we mean ALL-in-one.
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Full Document Management (Templates, @Mentioning, Doc Editor, Annotations, Secure Links, etc.) |
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| eSignatures & KBA |
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| Client Organizer/Questionnaires |
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iOS & Android Mobile Apps (for you and your clients) |
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| Engagements & Proposals |
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Advanced Workflows (Automations, Custom Statuses, Client Signup Form, Task Priorities, etc.) |
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Bulk Actions (Emails, Client Mgmt., Invoicing, Printing, File Mgmt.) |
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| Dashboards, Analytics, Reporting |
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Time & Billing (Bulk Invoicing, Group Billing, Expense Mgmt., Statements, Reporting, etc.) |
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Limited |
| Branded Client Portal |
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Limited |
| Client Management |
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(Templates, @Mentioning, Doc Editor, Annotations, Secure Links, etc.)
(for you and your clients)
(Automations, Custom Statuses, Client Signup Form, Task Priorities, etc.)
(Emails, Client Mgmt., Invoicing, Printing, File Mgmt.)
(Bulk Invoicing, Group Billing, Expense Mgmt., Statements, Reporting, etc.)
4.6 stars on G2.com
“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.”
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Why Accountants are Switching to Canopy
Automations Save You Time
Great technology will save you time by reducing the menial tasks you have to perform manually. Canopy’s automations take several forms across modules including invoice reminders, late fees, task automations, status updates, client request reminders, and email communications.
Simplify Your Work
With time tracking, payments, document management, and workflow all in one place, suddenly you’re clicking less and getting more done in less time. Project management has never been so easy. You can also set up custom roles and attributes to help you assign the work. Use custom fields and tags to sort, filter, and segment your clients.
Can (and will) Grow with Your Firm
Ensure your investment into new practice management software is worth it. Canopy is built to scale with your firm—whether intentional or by happenstance. Join over 3,700 tax, bookkeeping, CAS, and full-service firms of different sizes in choosing Canopy.
FINANCIAL CENTS VS CANOPY
Leverage Comprehensive Document Management
Your firm’s success depends heavily on collecting, interacting with, storing, organizing, and sharing files. A true document management solution makes it easy for you to collect documents from your clients (and for them to securely share), provides unlimited storage at no extra cost, includes folder templates for organization, and enables intuitive tools to interact with documents. Canopy offers all of these as well unlimited eSignatures, secure links to share or upload documents, a virtual drive, desktop assistant (print to/scan to), and more without depending on other solutions to store your files.
FINANCIAL CENTS VS CANOPY
Manage ALL Billing and Payments in One Platform
Context switching can cost you and your team valuable time and energy. You need one platform to not only manage clients, documents, and work, but you also need it to manage and track your time and billing. With Canopy you can do all of that—time tracking, invoices, reporting, collecting payments, and more—under the same roof. No need to go to another software to send out an invoice or collect the payment. After all, you’ve done all the work, so getting paid should be simple, fast, and affordable, right?
Want a full overview of Canopy?
What you need is a central hub for everything from proposals to payments to modern must-haves and 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.
FINANCIAL CENTS VS CANOPY
Enable Remote Work 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. Now imagine your clients can view requests, scan and upload documents, view and pay their invoices from anywhere, and more using their phone. The Canopy Client Portal makes running your firm on-the-go and clients interacting with your firm convenient and efficient.
Frequently Asked Questions
Can’t find the answer you are looking for? Reach out to our support team.
Canopy provides a comprehensive practice management solution under one roof. It does not require an integration to QuickBooks Online (QBO) to deliver time and billing functionality nor does it require other softwares like Dropbox to deliver file storage capabilities. Financial Cents provides simplistic value to its customers, but lacks a comprehensive offering of features that firms expect from a practice management solution. Additionally, Canopy offers more advanced features like Engagements and Proposals, Insights (advanced reporting and visualizations), Canopy Payments, and more, setting itself apart from Financial Cents and providing value for your customers from proposal to payment.