PRACTICE CS VS CANOPY

What Separates Canopy from Thomson Reuters Practice CS?

Choose the right solution for your practice management.

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PRACTICE CS 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, 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.

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All-in-one

Easy to learn + implement

First class client portal

Frequent upgrades & bug fixes

Limited

Accessible wherever, whenever

Limited

Workflow automation

First class support

Time tracking + invoicing

Client records + notes

Highly-rated Practitioner Mobile App

User-friendly Client Portal Mobile App

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Practice-CS_Logo

All-in-one

Easy to learn + implement

First class client portal

Frequent upgrades & bug fixes

Limited

Accessible wherever, whenever

Limited

Workflow automation

First class support

Time tracking + invoicing

Client records + notes

Highly-rated Practitioner Mobile App

User-friendly Client Portal Mobile App

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G2

4.5 stars on Capterra

“I love that everything is all in one place. Document storage, document sharing with clients, timer, invoicing, reports, task management, procedures (we use sub-tasks to lay out the steps in a task with notes on how to do each step), transcripts etc… I also really love the client request feature that automatically reminds my client that I am waiting on something.”

Jessie B. / CPA Firm President

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PRACTICE CS VS CANOPY

Canopy is robust and flexible.

Work the way you want to work without sacrificing productivity or client experience. Shake off the clunky shackles of big business practice management and migrate to cloud-based, flexible, user-friendly software that allows you to manage your practice the way you want to. Canopy is as robust and flexible as Jean Claude Van Damme doing the splits between two trucks (maybe more!). That means you can do it your way.

Canopy is the best solution because it:

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Increases Productivity

Canopy helps increase your return on each of your employees and hire the most efficient and affordable “employee”. With Canopy, your firm will reach deep work faster by clearly designating ownership with tasks and assignments, and dramatically decrease time spent looking for information by storing documents, emails, and notes directly on a client’s profile.

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Attracts & Retains Talent

You wouldn’t try to attract new talent by showing your state-of-the-art abacus, right? So make sure you’re a 21st-century firm, starting with modern, cloud-based software. Not only is it easier to use and learn, but it’s more flexible. Whether you’re away from your desk, at a client’s office, or on a working vacation, you can access Canopy from your computer or mobile device.

Retirement fast approaching? Switch to Canopy for a more attractive acquisition.

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Grows at the Speed (and Size) of Your Practice

How do you eat an elephant? One bite at a time. Purchase Canopy for a whole team or a smaller specialized group. Or start with one product. You can easily expand to more licenses or more features as you implement or scale. No exorbitant initial setups. (Also, elephant meat is apparently not that great, but the metaphor stands.)

It's critical to us to have software partners that constantly innovate... If you want to be the best, you've got to innovate constantly.”

Jon Pryweller, Managing Partner, Whitewater Group

Pricing
PRACTICE CS VS CANOPY

Enjoy affordable pricing you can understand.

No need to save up for a downpayment on your software. Purchasing Canopy is flexible and configurable. Buy as much as you need, whether that's slow-rolling the entire Practice Management suite or implementing one team at a time. Canopy clearly communicates your cost per license on our website and within the product. Feel free to self-serve additional licenses directly within the product. Not to mention the fact that pricing includes product updates and ongoing customer support.

support
PRACTICE CS VS CANOPY

Experience industry-best support.

Our customers are at the heart of what we do and we want to support them in every way that we can. With Canopy, you’ll get award-winning customer service (2022 CCW Excellence Award, Silver Stevie Award, and Top 10 Accounting Practice Management, and multiple other awards from G2) to help you unlock the firm you’ve always wanted.

 

And did we mention that it’s included in the monthly pricing? No surprise support fees from us!

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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