OFFICETOOLS VS CANOPY

What Separates Canopy from OfficeTools?

Choose the right solution for your practice management.

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OFFICETOOLS VS CANOPY

Canopy is a bona fide end-to-end solution.

End-to-end? That means (deep breath) client management, client portal, team communication, document management, document storage, eSignatures, project management, workflow automation, reports, invoicing, payment processing, and time tracking (exhale). Your firm will be delighted with how much they can get done in one place. And your clients will be raving about how easy it is to work with you. Truly. We mean it (no ruses or masquerades here).

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AI Generative Emails

World-Class Practitioner App

Firm Wide Insights

Award-Winning Support & Implementation

Robust Time & Billing

Frequent Upgrades & Bug Fixes

Project Management

Limited

Easy to Use, Branded Client Portal & App

Limited

Payment Processing

Client Record & Notes

Frame-Canopy
OfficeTools-Logo

AI Generative Emails

World-Class Practitioner App

Firm Wide Insights

Award-Winning Support & Implementation

Robust Time & Billing

Frequent Upgrades & Bug Fixes

Project Management

Limited

Easy to Use, Branded Client Portal & App

Limited

Payment Processing

Client Record & Notes

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4.6 stars on G2.com

“We switched from OfficeTools to Canopy over 2 years ago. The implementation and data transfer was almost seamless. The mobile app and client portal have been invaluable to our client base. We were implementing Canopy before COVID so when the shut downs hit we were already ahead of the game for being digital for everything with a portal and app that worked and was easy for our client base to use.”

Ronda B. / CPA

Canopy Research and Development
OFFICETOOLS VS CANOPY

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.

Canopy is the better solution because:

process payments

Reliably Process Payments

You’ve finished the work, so collecting your payment should be simple, fast, and affordable, right? Enjoy these benefits through a simple signup process, collecting payments through a secure client portal, surcharging (passing credit card fees on to clients), reports, and more–all at competitively low rates. Also clients can conveniently pay anywhere with our highly-rated client app to help you get paid faster.

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Grows with Your Firm

Change is hard, takes time, and comes at a cost. If you decide to start using or switching to a new practice management software then you want to ensure that investment is worth it and can scale with your growth—whether intentional or by happenstance. Join over 3,700 tax, bookkeeping, CAS, and full-service firms of different sizes in choosing Canopy.

Consolidate Systems

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?

WHAT OUR CUSTOMERS LOVE ABOUT US
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“OfficeTools was a good product but not for us. The cost, the onsite server situation wasn't the best nor was their new Saas product. The initial sales person sold us on the integration with our tax software which made the product very appealing but the onboard, or lack of it, along with significant cost increases each year drove us to look for another product.

Chuck M. / CPA, Review from Capterra

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Canopy [is] our new best friend. [It] has allowed us to consolidate multiple functions into a single system that previously we were using several services for. Being able to send invoices and collect payments directly in our CRM has eliminated a lot of double entry and the file sharing has reduced administrative work.

Gavin T. / CPA, Review from Capterra

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“After working with [OfficeTools] for years, I wouldn’t trust them with my pet rock. Very unfortunate since I was originally a very happy customer. An advocate even. [...] they have become less interested in improving the product and listening to customers. There are good players in this space like Canopy just to start the list.”

Matthew Lincoln. / Previous Office Tools User

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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

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OFFICETOOLS 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.

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OFFICETOOLS VS CANOPY

Canopy is innovative, modern, & works wherever you do.

Canopy’s cloud-based software allows us to respond to market shifts and our users’ needs—and deliver real-time updates when new features are released. Use Canopy on any internet browser or on our Canopy Mobile App (for practitioners; 4.8/5 stars) or Client Portal App (for your clients; 4.9/5 stars with 8.5k reviews) on your mobile device.

Want an overview of Canopy?

Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

Canopy offers a comprehensive, end-to-end solution for practice management. From client management, a secure (and custom branded) client portal, team communication, document management, eSignatures, project management, workflow automation, reports, invoicing, payment processing, time tracking, and more, Canopy provides a robust suite of features that allows your firm to accomplish more in one place, providing convenience and ease of use for both your team and clients.

Canopy prioritizes world-class research and development with a dedicated team of specialized engineers and quality assurance professionals. With a deep understanding of complex cloud-based features and a commitment to listening to customer feedback, Canopy continuously works to develop flexible and innovative software solutions that address the practice management needs of various firms. Have a feature suggestion? Share or upvote feature suggestions here so we can become better together and you can have the firm you've always wanted.

Canopy enables you to reliably process payments through a simple signup process and a secure client portal. With features like surcharging (passing credit card fees on to clients), comprehensive reports, and competitively low rates, Canopy streamlines the payment collection process, making it fast, secure, and affordable. Additionally, Canopy's highly-rated Client Portal App allows clients to conveniently make payments from anywhere, helping you get paid faster.

Canopy is designed to grow with your firm, whether you're just starting out or experiencing rapid expansion (or somewhere in between). With a user base of more than 2,800 tax, bookkeeping, CAS, and full-service firms of different sizes, Canopy provides a scalable solution that can accommodate your firm's growth and evolving needs.

Canopy's secure client portal serves as a centralized hub for all client interactions. With easy web and mobile app access, clients can conveniently upload documents, complete eSignatures, submit requests and organizers, and make payments. Canopy's client portal streamlines client interactions and ensures a smooth and engaging experience for your clients.