Compare Canopy to other practice management alternatives.
Fuel your firm’s success with a practice management solution built with intelligence and intention. You can count on Canopy to not only get better day by day, but to notify you about it and educate you accordinlgy. With Canopy, you have a partner, not just a vendor.
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AI Generative Emails |
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Firm Controlled AI Document Renaming |
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Native Smart Intake |
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Award-Winning Implementation and Support (including phone support) |
Limited |
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Advanced Time & Billing (group billing, statements, expense tracking, reporting, bulk invoicing) |
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Document Management Efficiency (drag & drop, @mentioning, private annotations) |
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Enhanced Efficiency & Scalability |
Limited |
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Robust Workflow Automation |
Limited |
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Fast Filterable Task Lists |
Limited |
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Actual vs. Budgeted Time |
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Client Portal |
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Client Tasks |
AI Generative Emails
Firm Controlled AI Document Renaming
Native Smart Intake
Award-Winning Implementation and Support (including phone support)
Advanced Time & Billing (group billing, statements, expense tracking, reporting, bulk invoicing)
Document Management Efficiency (drag & drop, @mentioning, private annotations)
Enhanced Efficiency & Scalability
Robust Workflow Automation
Fast Filterable Task Lists
Actual vs. Budgeted Time
Client Portal
Client Tasks
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4.6 stars on G2.com
Our customers are at the heart of what we do. With Canopy, you’ll get award-winning customer service (2022 CCW Excellence Award and Top 10 Accounting Practice Management from G2) to get onboarded quickly and running in no time, no matter what system you’re migrating from.
Customers are supported in every way possible—phone, chat, email, video—you name it. Need answers outside of business hours? We've got you covered with on-demand training via 500+ step-by-step articles, 60+ training videos, live weekly training sessions, onboarding courses, and best practices.
And it’s all included in our monthly pricing. No surprise support fees from us!
Employs Better-than-Bank Security
Canopy protects your information and client data with annual SOC-2 Type 2 certifications, multi-factor authentication (MFA) for clients and staff, 256-bit encryption for data (in transit and at rest), internal PCI compliance, regular backups of data, and more. Yes, better than banks. And especially for mobile users.
Provides Value Stability & Choice
Canopy prioritizes code & human support when product use is at its highest. We have achieved the gold standard in tech of an uptime of 99.999%, which translates to 6 minutes of downtime across an entire year. Major changes are planned carefully and communicated in advance. Because you need predictability.
Will Grow with Your Firm
Change is hard, takes time, and comes at a cost. If you decide to switching to a new practice management software (or start using one in the first place) then you want to ensure your 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.
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.
You can’t afford for your practice management software to waste your time loading or, even worse, suddenly going down. Canopy’s purpose-built platform, modules, and features help you reliably execute work faster—especially during busy seasons. We even publish our daily uptime results.
