Thomson Reuters Practice CS vs. Canopy

Q: How does Canopy ensure data security and privacy?

Canopy prioritizes data security and privacy. We employ industry-leading encryption protocols (256-bit encryption) and maintain strict access controls to safeguard your confidential client information. Our cloud-based infrastructure ensures secure data storage and backups, providing you with peace of mind

Canopy vs Practice CS

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COMPARE CANOPY TO ALTERNATIVES

Canopy is a bona fide firm-wide operating system.

End-to-end? Canopy is the all-in-one solution for accounting firms, built to bring all of your practice’s mission-critical functions into one place. 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).

With Canopy, you can complete the same amount of work you have today with the same talent, but in less time and with less stress (and fewer softwares). All while creating better client experiences.


AI Generative Emails
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
Firm Wide Insights

AI Generative Emails

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

Firm Wide Insights

4.6 stars on G2.com

“We have Canopy for our three-office accounting firm. The implementation team has been helpful, getting us set up with thousands of users. Thomson Reuters was too clunky to use. Canopy is easier to use and has more functionality."

Christine P. / Switched to Canopy from Practice CS

GET A DEMO TAKE A TOUR

Book a meeting with our experts.

PRACTICE CS VS CANOPY

Bring Your Firm Into the 21st Century

This is not your grandfather’s accounting software. Sure, Practice CS has been around since the beginning of time, but it’s still stuck in the Dark Ages. Trust us, life and work are better with modern tools. There’s a reason we don’t use floppy discs anymore.

Canopy offers industry-leading capabilities, attracts top talent to your practice, keeps your firm competitive in the changing accounting landscape, and offers a user-friendly software that your clients and team will thank you for.

FIRM-WIDE OS

A laptop displaying Canopy’s client billing dashboard, featuring a revenue trend line graph, total past due amounts, and a detailed invoice list.

A tablet displaying Canopy’s modular pricing calculator, allowing users to toggle between Client Management, Workflow, and Time & Billing modules.

Practice CS vs Canopy

Clear & Affordable Pricing

No need to save up for a down payment on your software. Purchasing Canopy is flexible and configurable. 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. There are never surprise fees either, pricing includes product updates and ongoing customer support.

CANOPY PRICING

Practice CS vs Canopy

Switching Made Easy

Already using Practice CS? Well, nothing is set in stone. In fact, it’s easier to switch than you might think (no matter what software your firm currently uses) thanks to proprietary import tools built specifically to transfer data from Practice CS to Canopy. Not to mention killer professional services. Embrace the opportunity to optimize your firm for the future, with a fresh start in Canopy. Switching isn’t just easy: it’s worth it.

GUIDE TO MAKING THE SWITCH

“The customer support I get from Canopy is amazing! Being able to jump into a chat and get a fast, knowledgeable response is such a relief. With Thomson Reuters, I struggled to even reach the right person, getting bounced around, unsure of who can help, and then getting charged for it.”

Daniel Marcado / Paragon Accounting Group

“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

“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. / CFO

“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

“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

So you're thinking about switching to Canopy? We have award-winning support to kick-start your switch.

Our customers are at the heart of what we do. With Canopy, you’ll get award-winning customer service to get onboarded quickly and running in no time, no matter what system you’re migrating from. We've also got you covered outside of business hours with on-demand courses in Canopy University, articles in our knowledge base, and forums on the Canopy Community.

Practice CS vs Canopy

Be Heard & Fully Supported

You don’t want a practice management solution that stopped making updates in the 90’s. Canopy users can rely on regular bug fixes and innovative additions meant to improve our software and the way your firm operates

You’ll also get award-winning customer service (2022 CCW Excellence Award, Silver Stevie Award) and implementation assistance.

EXPLORE IMPLEMENTATION

Frequently Asked Questions

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

Is Canopy suitable for large accounting firms, or is it better suited for smaller practices?

Canopy is designed to cater to practices of all sizes. Whether you’re a small accounting firm or a larger practice, Canopy offers robust features and scalability to meet your specific needs.

You can also customize modules based on your firm needs, budget, and goals.

How does Canopy ensure data security and privacy?

Can I access Canopy from my mobile device?

Yes! Canopy offers a highly-rated mobile app for practitioners, allowing you to access your practice management tools and client information on the go. Stay connected and manage your practice efficiently, even when you’re away from your desk. Canopy also offers a mobile app for your clients, making it convenient and fast to do business with your firm, whether that is easily scanning and sending documents to you, viewing and paying their invoice, or managing client request that you send them (like completing an organizer). We’re well into the 21st century; we believe your practice management software should act like it.

How does Canopy handle customer support and assistance?

At Canopy, we take pride in providing first-class support to our users. Our dedicated (and award-winning and in-house) support team is readily available to assist you with any questions or issues you may encounter via chat or phone. Additionally, we offer comprehensive training resources including on-demand tutorials and documentation (videos and step-by-step articles), product webinars and blogs, monthly customer emails, and more, to ensure a smooth onboarding experience and ongoing education.