CANOPY VS. PRACTICE CS
Legacy tech is an anchor. Canopy is the accelerator.
Canopy is the AI-native, all-in-one platform that centralizes your firm’s CRM, billing, and workflow. Plus a seamless, expert-led migration process that makes leaving legacy constraints behind fast and painless.
4.6 stars on G2.com
"We needed to consolidate our tech stack as certain critical components would not integrate with anything else. Practice CS was also hindering our ability to complete the administrative work required on a project. Canopy makes everything much smoother and keeps it all in one place."
The Numbers Don't Lie
Firms that switch don't look back — and the results show why.
of firms are glad they moved to Canopy
Source of truth for the entire firm
Faster payment collection time
COMPARE CANOPY TO PRACTICE CS
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.
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| Client Portal | Modern client portal | Multiple portals |
| All-in-One |
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| Easy to Learn + Implement |
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| Response to Customer Feedback | Implements feedback | Updates w/o input |
| Product Velocity | Ships fast | Locked into legacy |
| Pricing | Transparent Pricing | Rigid Long Contracts |
| AI | Human-Guided AI | Isolated Agents |
| Migration + Onboarding | Two Set Up Paths | Steep Learning Curve |
| Customer Support | US Phone/Email/CSM | Outsourced Support |
| People Say… | 740+ reviews, 4.8 ★ | 28 reviews, 3.5 ★ |
Book a meeting with our experts.
Before you buy Practice CS, you should ask:
Legacy CS Suite tools are consistently called dated, clunky, and frustrating by the people who use them daily — and that shows up in morale and productivity.
With Practice CS, you get multiple logins and confusing infrastructure, courtesy of outdated legacy software. Clients want one sleek, one-stop shop, right on their phones.
Thomson Reuters advertises 24/7 support, but many Practice CS users say the experience didn’t always match the promise. Canopy users describe something different: direct relationships with support and development teams who actively build their feedback into the product.
Painless Migration, Unmatched Support
“We really appreciate the Canopy support team that was assigned to us for implementation. The transition from our previous software was seamless. Customer support has been very helpful.”-Nathan G, Canopy User
The clock is running on FileCabinet CS.
If your firm is on FileCabinet CS, Practice CS, or UltraTax, you have until December 31, 2027 — Thomson Reuters is sunsetting FileCabinet CS on that date. Here’s what firms who’ve already made the move found on the other side.
One Login. That’s It.
“Before Canopy keeping track of who was working on what meant chasing people down in Practice CS. Now I can see everyone’s workload at a glance, and our processes are actually processes instead of a collection of habits. Wish we’d made the switch sooner.”-Tyler Heckman, Canopy User
Built for Modern Accounting Firms
The AI-Native Alternative to Practice CS
Coworker
An execution layer that autonomously manages tasks, and automates administrative routines so your team can spend less time on manual steps and more time serving clients.
Client Portal
Offer clients a modern, 4.9-star mobile app experience that simplifies file sharing, signatures, and communication.
CRM
Centralize all client records, contacts, and custom data fields in one place for a complete 360-degree view of your firm's relationships.
Workflow Automation
Eliminate repetitive tasks and standardize processes with flexible, condition-based triggers that keep work moving forward automatically.
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.
Ready to get started?
Frequently Asked Questions
Can’t find the answer you are looking for? Reach out to our support team.
Canopy offers an all-in-one, cloud-native platform that centralizes your firm’s CRM, billing, and workflow. Firms leave Practice CS for three well-documented reasons: a dated interface, outsourced support, and opaque, escalating pricing. Canopy replaces those pain points with a modern, unified system built for how firms actually work today — and often costs less in the process.