Canopy alternatives
Canopy is practice management software for accounting firms, founded in 2014 and used by more than 15,000 firms. It covers client management and CRM, documents, workflow, time and billing, engagements and proposals, with an AI tool called Coworker.
Its closest alternatives are TaxDome and Firm360, which also put everything in one platform, and Karbon for firms that run work from email. Firms whose main problem is getting paid compare Aiwyn, Anchor and Ignition, which turn engagement terms into automated billing.
What Canopy does
Client management and CRM, document management, workflow, time and billing, engagements, proposals and a client portal, plus a separate tax resolution product.
- Founded
- 2014
- Leadership
- CEO Davis Bell
- Customers
- 15,000+ accounting firms
- Pricing
- Standard US$74, Plus US$109, Premium US$149 per user a month, billed annually
Alternatives in Practice Management
48 other vendors in this category. Vendors with an Accountio profile are shown first; the rest of the directory follows.
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Digital identity checks for regulated client onboarding.
Founded 2017 · HQ Cardiff, UK
Credas profile →
CRM designed specifically for accountancy practices.
Founded 2007 · HQ Redruth, UK
FibreCRM profile →
Proposals, engagement letters and automated billing.
Founded 2013 · HQ Sydney, Australia
Ignition profile →
Workflow, email triage and capacity planning for firms.
Founded 2014
Karbon profile →
Standardised client data for compliance and advisory work.
Founded 2013 · HQ Ghent, Belgium
Silverfin profile →
AML and identity verification for regulated firms.
Founded 2005 · HQ Ilkley, UK
SmartSearch profile →
All-in-one practice management for tax and accounting firms.
Founded 2017 · HQ New York, US
TaxDome profile →
Billing and collections automation purpose-built for accounting firms.
Founded 2020 · HQ Charlotte, US
Aiwyn profile →
Engagement terms turned into automated billing and collection.
Founded 2019 · HQ New York, US
Anchor profile →
Automated tax return analysis and planning opportunity reports.
Founded 2019 · HQ College Station, US
Holistiplan profile →More practice management vendors in the directory
How to choose
- Where does work start in your firm: email, a client portal or a job list?
- Which tax and accounting software must it connect to, and which client communication should run through it?
- How is it priced: per user, per client or by module, and what do the add-ons cost?
- How will existing clients, jobs and documents move across, and who helps with that?
Compare further
Common questions
How much does Canopy cost?+
Standard costs US$74, Plus US$109 and Premium US$149 per user a month, billed annually. Tax resolution is priced separately at US$50 per user a month, and some add-ons are priced per client.
Canopy or TaxDome?+
Both are all-in-one platforms for accounting and tax firms. Canopy sells three plans priced per user and keeps tax resolution as a separate product. TaxDome sells one subscription covering the client portal, CRM, workflow, documents, e-signature, billing and payments.
What are the alternatives to Canopy for billing and collections?+
Aiwyn automates billing and collections for accounting firms, Anchor turns engagement terms into automated billing, and Ignition, Cone and FigsFlow handle proposals and engagement letters through to payment.
Part of Accountio’s accounting technology coverage.
