Canopy vs. OfficeTools
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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 |
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| World-Class Practitioner App |
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| Firm Wide Insights |
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| Award-Winning Support & Implementation |
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| Robust Time & Billing |
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| Frequent Upgrades & Bug Fixes |
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| Project Management |
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| Easy to Use, Branded Client Portal & App |
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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.”
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Why accountants are switching to Canopy
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.
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.
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?
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.
OFFICETOOLS VS CANOPY
Canopy makes client interactions silky-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.
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?
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.
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.