Canopy vs. Firm360
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COMPARE CANOPY TO ALTERNATIVES
Canopy prioritizes world-class research & development.
With more than 40 specialized engineers and quality assurance professionals trained in developing complex cloud-based features, Canopy is equipped to solve all of your practice management woes. We know how to build quality software, and we know how to listen to the person who knows your problems best: you. By talking frequently with customers and non-customers, we work to provide software solutions that are flexible enough for any firm.
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| AI Generative Emails |
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| Works for All Firm Sizes |
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Easy to Use Mobile Apps (for you and your clients) |
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| Efficient Team Collaboration |
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| Firm Wide Dashboards |
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| Document Management with AI |
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| Advanced Analytics, Reporting & Natural Language Report Generation |
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| Bulk Proposals & Automation |
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| Advanced Workflows & Automation |
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Limited |
| Quickbooks Online Integration |
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Limited |
| Project Management |
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Limited |
| Time & Billing |
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Limited |
| Advanced Permissions |
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Limited |
(for you and your clients)
4.6 stars on G2.com
“Canopy is what made us rethink our entire tech stack—we consolidated from 14 tools to 5.”
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Why Accountants are switching to Canopy
Constant Updates
Canopy releases hundreds of features, enhancements, and bug fixes every year. It’s not enough to have a solution that works. We strive to perfect and improve our product every day. From interviews with customers to market research to support ticket information, we use every input available to create best in class solutions.
Simplify Your Work
With time tracking, payments, 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. It doesn’t have to be complicated, right?
Natively Built
With Canopy, you can rest assured that your all-in-one solution is under one roof rather than a duct-taped patchwork of solutions that only kind of work together– no integrations masquerading as solutions.
FIRM360 VS CANOPY
Canopy is a bona fide end-to-end solution.
A solution may fit the bill for all-in-one, but does it perform at the level you need it to? Firm360 may check the boxes of an all-in-one practice management software, but it’s not going to provide the power and functionality that you’ll get with Canopy. From the basics of managing a list of clients, to the complexity of building workflow automation, Canopy not only has the essentials, but has the power to take on more of your busy work, like automated client reminders, status changes, invoice creation, and more.
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.
FIRM360 VS CANOPY
Manage all files & documents within Canopy.
Some accountants discouragingly call document management systems “document graveyards.” But in Canopy’s case, we should probably call it document sharing, document storing, and document interaction—because that’s how much Canopy does. It’s such a mouthful, though. But you really can do everything with documents in Canopy. Use the virtual drive to manage your files. Directly annotate and control versions within Canopy. Attach an eSign field and send the document through a secure link or directly to the client portal. And, yes, more.
FIRM360 VS CANOPY
Cultivate the best client relationships with Canopy.
Canopy—as a company and as a product—is centered around clients. After all, work starts and stops with clients. Not tasks. Not documents. Clients. Built on a robust client management system, Canopy helps firms like yours deliver seamless experiences to clients.
Frequently Asked Questions
Can’t find the answer you are looking for? Reach out to our support team.
Canopy prioritizes world-class research and development, employing a team of specialized engineers and quality assurance professionals who are skilled in developing complex cloud-based features. With a focus on listening to customer feedback and engaging with customers and non-customers alike, Canopy continuously works to provide flexible software solutions that address the practice management needs of any firm.