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Canopy vs Jetpack Workflow

Canopy

4.5 (228)
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Jetpack Workflow

4.8 (53)
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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 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...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
View profile
Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time tracking, document storage and more.
Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time tracking, document...

Deployment

  • Cloud-based
  • On-premise

Support Options

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

Starting from

US$22.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$45.00/month

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.5 /5
(228)

Ease of Use

4.5/ 5

Features

4.3/ 5

Customer Service

4.5/ 5

Value for Money

4.2/ 5
Read all reviews

Overall rating

4.8 /5
(53)

Ease of Use

4.7/ 5

Features

4.3/ 5

Customer Service

4.9/ 5

Value for Money

4.6/ 5
Read all reviews

Total features 126

  • @mentions
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • CRM
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contingency Billing
  • Credit Card Processing
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Activity Monitoring
  • Employee Management
  • Expense Tracking
  • File Conversion
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • For Tax Practices
  • Forms Management
  • Full Text Search
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Currency
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payroll Management
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Costing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support Software
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Forms
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Traditional Methodologies
  • Version Control
  • Workflow Management

Total features 22

  • @mentions
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • CRM
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contingency Billing
  • Credit Card Processing
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Activity Monitoring
  • Employee Management
  • Expense Tracking
  • File Conversion
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • For Tax Practices
  • Forms Management
  • Full Text Search
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Currency
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payroll Management
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Costing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support Software
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Forms
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Traditional Methodologies
  • Version Control
  • Workflow Management
  • Adyen
  • FreshBooks
  • Gmail
  • Google Calendar
  • Google Forms
  • Google Sheets
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • QuickBooks Online
  • Slack
  • Typeform
  • Xero
  • Zapier
  • odrive
  • Adyen
  • FreshBooks
  • Gmail
  • Google Calendar
  • Google Forms
  • Google Sheets
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • QuickBooks Online
  • Slack
  • Typeform
  • Xero
  • Zapier
  • odrive

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