KARBON VS CANOPY

What Separates Canopy from Karbon?

Choose the right solution for your practice management.

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KARBON VS CANOPY

The best client relationships 

Canopy—as a company and 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 to deliver seamless experiences to clients.

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Robust Client Interaction Base Software

Native Document Management

eSignatures & Document Interaction

Invoicing & Payments

Firm Project & Work Management

Client Portal

Client Tasks, Organizers & Reminders

Limited

Email Integration

Limited

Powerful Workflow Automation

Limited

Client Tasks

Limited

Frame-Canopy
karbon-tax

Robust Client Interaction Base Software

Native Document Management

eSignatures & Document Interaction

Invoicing & Payments

Firm Project & Work Management

Client Portal

Client Tasks, Organizers & Reminders

Limited

Email Integration

Limited

Powerful Workflow Automation

Limited

Client Tasks

Limited

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G2

4.6 stars on G2.com

“I have 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.”

Danny Nordstrom / Nordstrom Accounting Services

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KARBON VS CANOPY

Save on systems. Manage all files & documents within Canopy

You do so much with files and documents: storing, organizing, annotating and otherwise interacting with them all the time. Canopy believes that documents are so integral to your firm that a solution which requires a third-party integration or membership to perform day-to-day document-related functions creates friction for you and your clients. Skip the third parties (and spend less) by centralizing files with our document management system. 

Canopy is the best solution because:

Native Built

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.

Quick Book

Works (and syncs) well with QuickBooks

Nobody integrates with Quickbooks Online like we do. Canopy helps you manage the health of your practice (clients, documents, engagements, time, and payments). Quickbooks Online helps you manage the health of your finances. Save time on reconciliation. Sync classes, categories, locations, and service items.

Integrates Billing

Integrates Work with Billing

Combine our robust QBO integration with our Time & Billing tool and you’ll never have felt more productive! Directly within Canopy, you can track time, set hourly and non-hourly rates and services, build invoices and send them through the Client Portal, accept payments (CC & ACH), gain reporting insights for productivity and outstanding invoices, and more.

Client Management
KARBON VS CANOPY

Canopy Makes Client Interactions Smoother

Your revenue hinges on client experience. Canopy’s client portal is customizable to your firm, easy to access via the web and a mobile app, and is the nerve center for all client interactions, whether it’s document uploads and esignatures, client requests and organizers, or invoices and payments.

WHAT OUR CUSTOMERS LOVE ABOUT US
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“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”

Nathan G. / Small Business

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“I switched to Canopy because they were able to offer all the services I needed for my practice in one application... They provide simple to use solutions for CRM, communication, client portal, and workflow management... Canopy makes it possible for all my clients to be under one "CANOPY". ”

Danny N. / Founding Partner

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“I'm elated to have Canopy as a portal to allow my clients to easily upload their documents. Most clients have welcomed the shift to using Canopy as it is user friendly.”

Lisa B. / Owner

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“Having a secure online portal made the need to meet face to face not necessary. Our firm is trying to determine if being 100% virtual is possible. Without Canopy, we couldn't even have that conversation.”

Jon F. / CEO

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“Canopy's features are amazing, but the best thing about them is their response to consumer feedback, willingness to adapt their software, and support staff.”

Cassandra H. / Office Manager

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“You get everything all in one. Communications, data management, workflow and billing. All of it flows incredibly well into each other and maximizes efficiency.”

Adam R. / Payroll Professional

They like us. They really really like us.

Based on 800+ reviews

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45 stars

4.6 stars on G2.com

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45 stars

4.5 stars on Capterra

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45 stars

4.5 stars on GetApp

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