How are these alternatives similar to Canopy?

The alternatives suggested are similar to Canopy in terms of common software categories, shared features and the number of verified user reviews. Explore the following Canopy alternatives to see if there are any Canopy competitors that you should also consider in your software research.


What are the top 5 alternatives to Canopy?


Top 20 alternatives

TaxDome

# 1 Alternative

Overview

TaxDome is a tax practice management software designed to help bookkeepers, accounting firms, and certified public accountants (CPAs) handle customers, workflows, bills, payments, electronic signatures, emails, contacts, and more on a centralized platform. Read more about TaxDome
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4.7 0.6

Practice Ignition

Proposal creation and client onboarding automation

Overview

Practice Ignition is a smart proposal software that includes contracts and allows you to accept recurring and one-off payments directly on the proposal. Read more about Practice Ignition
Business size
S M L

Starting from:

Not provided by vendor

Pricing plans
Value for Money 4.5 0.4 View Pricing Plans

Jetpack Workflow

Task and practice management for CPAs and accountants

Overview

Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time tracking, document storage and more. Read more about Jetpack Workflow
Business size
S M L

Starting from:

Not provided by vendor

Pricing plans
Value for Money 4.7 0.6 View Pricing Plans

Karbon

Practice management for connected firms.

Overview

Karbon is the collaborative practice management platform for accounting firms. Read more about Karbon
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4.6 0.5

SmartVault

Document sharing and collaboration management software

Overview

SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations. Read more about SmartVault
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4.3 0.2

Microsoft Teams

Chat-based workspace in Office 365

Overview

Microsoft Teams is a chat-based workspace in Office 365 which lets users collaborate on documents, make voice & video conference calls, view chat logs, and more. Teams has replaced Skype for Business as Microsoft's online meeting solution. Read more about Microsoft Teams
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4.4 0.3

Gusto

Gusto is the all-in-one HR platform for growing businesses.

Overview

Gusto is the all-in-one HR platform for growing businesses. No matter the size or stage of your company, Gusto puts the tools you need to hire, pay, and manage your team at your fingertips. Read more about Gusto
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4.5 0.4

CANVAS

#1 Learning Management System for Educational Institutions

Overview

The Canvas Learning Management Platform, built by Instructure, is the open, extensible learning management system that educators use and learners love. Read more about CANVAS
Business size
S M L

Starting from:

Not provided by vendor

Value for Money 4.5 0.4

Salesforce Sales Cloud

Cloud-based CRM & Sales Automation

Overview

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them. Read more about Salesforce Sales Cloud
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4.0 0.1

Citrix ShareFile

Secure file sharing and sync

Overview

ShareFile provides you with the ability to send, receive and share large business files securely. Through the ShareFile portal, you can offer your clients a personalized, company-branded and password-protected platform from which to collaborate on files. Read more about Citrix ShareFile
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4.1

Slack

A single place for team communication and workflows

Overview

Slack is a single workspace that connects users with the people and tools they work with everyday, no matter where they are or what they do Read more about Slack
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4.5 0.4

UltraTax CS

Corporate tax software for tax professionals

Overview

UltraTax CS is a cloud-based professional tax software designed to help tax preparers automate corporate tax workflows and streamline document management. It offers multi-monitor flexibility, allowing businesses to view forms, input, diagnostics, prior year input, and more on up to 4 separate monitors at the same time. Read more about UltraTax CS
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4 0.1

Payroll Relief

Cloud-based payroll calculation and management software

Overview

Payroll Relief is a cloud-based software that provides businesses with tools to calculate employees’ payroll and streamline accounting processes. Supervisors can handle tax filings, print checks, and distribute W-2 or 1099 forms across all employee portals annually. Read more about Payroll Relief
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 3.7 0.4

Trello

Visual collaboration tool for shared project perspectives

Overview

From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work styles. And with over 100+ integrations with other key tools like Google Drive, Slack, Jira and more, Trello is a breathing project hub of cross-team collaboration. Read more about Trello
Business size
S M L

Starting from:

Not provided by vendor

Pricing plans
Value for Money 4.6 0.5 View Pricing Plans

ProConnect Tax

Tax management software

Overview

ProConnect Tax is a cloud-based tax management software designed to help businesses of all sizes manage payments, documents, batch processing, electronic filing, and more via a unified portal. The platform allows organizations to create and share documents with internal and external stakeholders, access various forms, and import client data from... Read more about ProConnect Tax
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 3.1 1.0

Zoho Invoice

100% free online invoicing tool for freelancers and SMBs.

Overview

Zoho Invoice is a 100% free, online invoicing software for freelancers and small to medium enterprises (SMEs). It helps you craft professional invoices, send payment reminders, and get paid faster online. Read more about Zoho Invoice
Business size
S M L

Starting from:

Not provided by vendor

Pricing plans
Value for Money 4.6 0.5 View Pricing Plans

Chargebee

Subscription billing & Recurring payments software

Overview

Chargebee helps you manage your recurring billing & subscriptions by working as a layer of billing intelligence on top of Payment Gateways. Read more about Chargebee
Business size
S M L

Starting from:

Not provided by vendor

Pricing plans
Value for Money 4.1 View Pricing Plans

Invoicehippo

Online accounting software for SMEs and freelancers

Overview

InvoiceHippo helps small business owners and large companies to maintain business administration and create quotes online, send invoices or upload receipts. Read more about Invoicehippo
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 0 4.1

HotDocs

Template-driven, automated document & form assembly software

Overview

HotDocs is a document automation solution that turns frequently used documents or forms into intelligent templates for faster reproduction with greater accuracy Read more about HotDocs
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 3.6 0.5

mpower

Modular project and performance management software

Overview

mpower by Monitor is a project cost management solution which provides budgeting, planning, timewriting, and billing for business owners and stakeholders Read more about mpower
Business size
S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 5 0.9
Quick view of Canopy
Business size
S M L

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money
4.1
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