Other accounting practice management tools to consider instead of Canopy. Key features and starting prices come from each vendor's own site.
| Feature |
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|---|---|---|---|---|---|
| Pricing | $74/user/mo | $19/mo | Paid | $59/user/mo | Paid |
| Best for | Small to mid-sized tax and accounting firms that want CRM, billing and workflow in one platform. | Solo and small accounting or bookkeeping firms that want workflows, portal and billing at a low per-user price. | Small to mid-sized accounting firms that mainly need recurring client work and deadlines tracked. | Small and mid-sized accounting firms that run client work from shared email and recurring templates. | Small and mid-sized tax and bookkeeping firms that want one portal for documents, signing and payment. |
| Team size | 2–500+ people | 1–500 people | 2–500 people | 2–500+ people | 1–500 people |
| Recurring jobs and deadlines | Yes | Yes | Yes | Yes | Yes |
| Workflow templates | Yes | Yes | Yes | Yes | Yes |
| Client portal | Yes | Yes | Not listed | Yes | Yes |
| Document requests | Yes | Yes | Not listed | Yes | Not listed |
| Time and billing | Yes | Yes | Not listed | Yes | Not listed |
| Proposals and engagement letters | Yes | Yes | Not listed | Yes | Yes |
| Visit | Visit | Visit | Visit | Visit | Visit |
Accounting practice management Category leader
Practice management built for small and growing accounting firms
Key features
Accounting practice management Category leader
Workflow and deadline tracking for accounting firms
Key features
Accounting practice management Category leader
Practice management for accounting firms, built around email and workflow
Key features
Accounting practice management Category leader
All-in-one practice management and client portal for tax and accounting
Key features