KARBON VS CANOPY

Canopy is built around clients, prioritizing seamless client experiences. With a robust client management system, Canopy helps your firm deliver exceptional service and build strong client relationships through centralized client profiles, email integrations, a secure and branded client portal, and more. Focusing on client relationships can improve retention, referrals, and reputation.

Yes, Canopy provides native document management functionality. You can conveniently store, organize, annotate, and interact with files and documents directly within Canopy—whether they're internal work papers or files you need to share with clients. Avoid the need for third-party integrations or additional memberships by centralizing your document management within Canopy's all-in-one solution.

SHORT ANSWER: Seamlessly. LONG ANSWER: Canopy offers seamless integration with QuickBooks Online (QBO), allowing you to manage the health of your practice (contacts, locations, classes, categories, and service items and invoices) while also managing other important financial information through QBO. Our QBO integration streamlines processes and saves time on reconciliation while syncing essential data.

Yes, Canopy offers built-in billing capabilities. With our Time & Billing module, you can efficiently track time, set rates, create invoices, send them through the Client Portal, accept payments (credit card and ACH), and gain valuable reporting insights for productivity and outstanding invoices. And (to sweeten the deal even more) with our integration with QuickBooks Online, you don't have to worry about double entry.

Canopy's secure client portal plays a pivotal role in making client interactions smoother. The customizable client portal, accessible via the web and a mobile app, serves as the center for all client interactions. From document uploads and e-signatures to client requests and organizers, as well as managing invoices and payments, Canopy's client portal ensures a streamlined and efficient experience for both you and your clients. Additionally, Canopy's Client Portal App makes it easy for your clients to access the client portal on the go allowing them to manage client requests, scan and upload documents, view and pay invoices, and more directly from their mobile device.

Canopy offers exactly what a CPA practice management software needs, from modules like Document Management and CRM, to automations that make accounting workflows fast and simple. Additionally, Canopy's leading Client Portal mobile app makes a CPA's hardest job (managing clients and their documents) a whole lot easier. Learn why Canopy is the better solution.

Thanks to Canopy's pricing structure, the platform costs as much (or as little) as you'd like it to cost. Add or remove modules that may or may not suit the needs of your firm to get exactly what you need out of a practice management solution.

Canopy is a true all-in-one solution. That means our users won't need additional memberships to third-party integrations. While Karbon offers the integrations needed for complete practice management, they're not native. That means users will need separate subscriptions to those platforms which will increase the amount they pay monthly.

Want anm explanation of costs according to your firm's needs? Book a customized demo today.

Both Karbon and Canopy consider themselves a complete practice management solution but the foundations of each product are starkly different.

Because Canopy is a natively-built software, it is the best option for a firm that wants a truly all-in-one practice management solution. Karbon users will still need to use third-party apps and extra membership for complete practice management functions, such as document management or time & billing.

While Karbon excels in workflow and operations, it's mainly a project management tool that accountants can use. Canopy was built from the ground-up for accounting firms, specifically incorporating automations, templates, and other accountant-specific features.

Canopy's foundation is its Client Relationship Management (CRM) module and industry-leading Client Portal. Firms that emphasize positive client relationships, easy-to-use tools, and organized communications, rate Canopy's CRM for accountants as the best in the business.

Firms evaluating the the two platforms may find it hard to understand the exact differences between Canopy and Karbon. Book a customized demo to speak with a Canopy representative and to understand the best tool for your firms needs.

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