Canopy vs Karbon
Canopy
US accounting, CPA, tax and bookkeeping firms of all sizes, plus advisory, tax, bookkeeping and audit teams
2014; Draper, Utah, US
Karbon
Accounting firms of all sizes, from small and mid-sized firms to large and enterprise firms, plus private equity and M&A
Canopy and Karbon both sell practice management software to accounting firms, covering clients, workflow and billing.
Canopy, founded in 2014 and based in Draper, Utah, is built for US accounting, tax and bookkeeping firms and includes IRS tax resolution; Karbon is used by 40,000+ accounting professionals in 34 countries and centres on workflow, email and team collaboration.
Canopy vs Karbon: side by side
“Not published” means the vendor does not state it.
| What it does | All-in-one practice management: client management and CRM, documents, workflow, time and billing, engagements and proposals, with an AI tool called Coworker | Cloud practice management for accounting firms: workflow, email and team collaboration, client requests, billing and payments, with an AI coworker called Kai |
|---|---|---|
| Best for | US accounting, CPA, tax and bookkeeping firms of all sizes, plus advisory, tax, bookkeeping and audit teams | Accounting firms of all sizes, from small and mid-sized firms to large and enterprise firms, plus private equity and M&A |
| Founded and HQ | 2014; Draper, Utah, US | Not published |
| Ownership and funding | Investors include Viking, Ten Coves Capital, Pelion Ventures, Tenya Capital, Ankona and New View | Not published |
| Customers or users | 15,000+ accounting firms | 40,000+ accounting professionals using it daily, in 34 countries |
| Pricing | Standard US$74, Plus US$109, Premium US$149 per user a month billed annually; tax resolution US$50 per user a month | Team US$59 and Business US$89 per user a month billed annually (US$79 / US$99 monthly, teams of 4+); Enterprise custom |
| Deployment and markets | Cloud-native; built for US firms | Cloud; customers in 34 countries; team based in the US, Australia, New Zealand, Canada and the UK |
Main differences
Canopy is built for US firms; Karbon has customers in 34 countries, with staff in the US, Australia, New Zealand, Canada and the UK.
Canopy costs US$74 to US$149 per user a month billed annually; Karbon costs US$59 or US$89 per user a month billed annually, with Enterprise priced on request.
Canopy has an IRS tax resolution module at US$50 per user a month; Karbon centres on workflow, email and client requests.
Canopy has 15,000+ accounting firms as customers; Karbon has 40,000+ accounting professionals using it daily.
Which to choose
Choose Canopy if
- You are a US firm with IRS tax resolution work, or want documents, billing and proposals in one system
Choose Karbon if
- Your firm runs its work from email and team collaboration, or has clients and staff in several countries
Compare further
Common questions
What is the difference between Canopy and Karbon?+
Canopy is all-in-one practice management for US firms: client management, documents, workflow, time and billing, and engagements and proposals, with an IRS tax resolution module. Karbon is cloud practice management built around workflow, email and team collaboration, client requests, and billing and payments.
How much do Canopy and Karbon cost?+
Canopy costs US$74 (Standard), US$109 (Plus) or US$149 (Premium) per user a month billed annually, with tax resolution at US$50 per user a month. Karbon costs US$59 (Team) or US$89 (Business) per user a month billed annually, or US$79 and US$99 billed monthly for teams of four or more; Enterprise is priced on request.
Is Canopy or Karbon used outside the US?+
Canopy is built for US firms. Karbon has customers in 34 countries, with its team based in the US, Australia, New Zealand, Canada and the UK.
Part of Accountio’s accounting technology coverage.
