Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal.
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Taxjoy facilitates seamless and secure communication between tax professionals - including accountants, enrolled agents, tax attorneys and tax advisors - and their clients, enabling them to share and collaborate on any tax documents
Taxjoy facilitates seamless and secure communication between tax professionals - including accountants, enrolled agents, tax attorneys and tax...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

US$89,00/month

  • Free
  • Subscription

Starting from

US$35,00/month

  • Free
  • Subscription

Overall rating

4,5 /5
(94)
Ease of Use
4,5/5
Features & Functionality
4,3/5
Customer Service
4,5/5
Value for Money
4,2/5

Overall rating

2 /5
(1)
Ease of Use
1/5
Features & Functionality
3/5
Customer Service
0/5
Value for Money
0/5

Total features 82

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assignment Management
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • CPA Firms
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customer Accounts
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Templates
  • Deadline Management
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Due Date Tracking
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Management
  • Employee Activity Monitoring
  • Engagement Analytics
  • File Recovery
  • File Sharing
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • Forms Management
  • Full Text Search
  • Historical Reporting
  • Hourly Billing
  • Inbox Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Payments
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Percent-Complete Tracking
  • Personalization
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Projections
  • Purchasing & Receiving
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support Software
  • Reporting/Analytics
  • Resource Management
  • Rules-Based Workflow
  • SSL Security
  • Search/Filter
  • Staff Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Tax Forms
  • Tax Management
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timeline Management
  • To-Do List
  • Traditional Methodologies
  • Version Control
  • Web Forms
  • Workflow Management

Total features 27

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assignment Management
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • CPA Firms
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customer Accounts
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Templates
  • Deadline Management
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Due Date Tracking
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Management
  • Employee Activity Monitoring
  • Engagement Analytics
  • File Recovery
  • File Sharing
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • Forms Management
  • Full Text Search
  • Historical Reporting
  • Hourly Billing
  • Inbox Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Payments
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Percent-Complete Tracking
  • Personalization
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Projections
  • Purchasing & Receiving
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support Software
  • Reporting/Analytics
  • Resource Management
  • Rules-Based Workflow
  • SSL Security
  • Search/Filter
  • Staff Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Tax Forms
  • Tax Management
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timeline Management
  • To-Do List
  • Traditional Methodologies
  • Version Control
  • Web Forms
  • Workflow Management
  • FreshBooks
  • Gmail
  • Google Forms
  • Google Sheets
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • QuickBooks
  • Salesforce Foundation
  • Slack
  • FreshBooks
  • Gmail
  • Google Forms
  • Google Sheets
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • QuickBooks
  • Salesforce Foundation
  • Slack