Hubdoc vs Canopy Comparison

Dropbox Business

TaxDome

AutoEntry

Karbon

Dext

Jetpack Workflow

Compare Hubdoc and Canopy based on features, pricing, verified reviews, integrations & more. Find out which software is best for your business today.

Dext automates your data collection and simplifies your pre-accounting, so you can spend more time adding value to your business. 

Quickly collect, categorize and transfer your invoices, expense reports and bank statements to your accountant.

Don't waste any more time manually entering your invoic

Automate data entry to simplify your bookkeeping tasks and unlock time savings. Get data from receipts, invoices, statements and more! 

Integrates with multiple accounting solutions, including Quickbooks, Xero, Sage, Freshbooks, and more. 

No contract required. Unlimited users and companies.

Dropbox Business is an off-site server for file syncing, storage and sharing which allows teams of all sizes to save and share files of any format and access them anywhere, on any device

Hubdoc automatically collects financial documents securely within the cloud, syncing data from invoices, receipts and statements between accounting apps

Accounting

Accounting Integration

Audit Trail

Auto Extraction

Billing & Invoicing

Bookkeeping Services Integration

Data Aggregation and Publishing

Data Import/Export

Document Capture

Document Extraction

Document Storage

Financial Management

Full Text Search

Image Extraction

Mobile Access

Pricing Extraction

Secure Data Storage

Spend Management

SSL Security

Hubdoc

Android

Web-based

iPad

iPhone

Owner/operator

They have a great fetching and integration program for documents. Their free training programs are great.

Owner/Designer

Being able to synchronize with Xero is awesome. I love being able to upload my business bills & receipts and have them publish to Xero tied in to the right vendors and accounts.

Director

Overall this is a good entry level solution for automating the entry of your paperwork. As Xero include it with their standard subscriptions it is very cost effective.

Xero is a horrible company and Hubdoc has taken a dive with them. I left Xero accounting because of the poor customer service, and now I am looking for a new solution for Hubdoc.

Owner

There doesn't seem to be a way to delete duplicate contacts which clogs up the list. Occasionally, document uploads fail which can be a pain, but this seems to be fairly infrequent.

Bookkeeper

The ability it provides for our clients to upload financial documents/statements has been very helpful.

Accountant

The sale taxes feature is broken for Quebec users. The half-tax rule for meals and entertainment simply does NOT work.

Great bit of software that is easy to use and easy to teach clients how to use. Keeps all my receipts organised and easy to track back to source documents.

I love Hubdoc and find the value for money outstanding.

Office Manager

I love the ease of use and time that it saves me in entering receipts, bills and invoices.

Csv which is great for manual importing into Xero Ledger. Fast and helpful tech support.

Great experience, easy to use, integrates with many providers to pull documents from.

Clinic Manager

We originally set up this service to manage our financial documents linked to Quickbooks. Its a great system that will go and fetch your documents and bills from different companies.

Manager

Hubdocs is a great tool for managing your company's documents and payables.

A great first step into getting our essential documents all in one place.

Frequent interruptions of links with banks. I don't know if this is a bank problem or a Hubdoc problem.

General Manager - Operations

Mobile app is limited with some of the features, not all of the web-based features translate across to the mobile app.

Adding new accounts requires a dummy email address, which is strange. More complex bills need quite a lot of manual input, especially with CIS and multicurrency.

Hubdoc screenshot: Hubdoc iOS all documents

Hubdoc screenshot: Hubdoc iOS bills & statements

Hubdoc screenshot: Hubdoc iOS add account

Hubdoc screenshot: Hubdoc accounting integrations

Hubdoc screenshot: Hubdoc accounts screen

Mid Size Business

Small Business

TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

Karbon is the collaborative practice management platform for accounting firms.

Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time tracking, document storage and more.

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.

@mentions

Access Controls/Permissions

Accounts Receivable

ACH Payment Processing

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Approval Process Control

Approval Workflow

Archiving & Retention

Audit Management

Bank Reconciliation

Billing Portal

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

Deadline Management

Document Automation

Document Classification

Document Generation

Document Management

Document Review

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 Reporting

For Accountants

For CPA Firms

For Small Businesses

For Tax Practices

Forms Management

Hourly Billing

Invoice Creation

Invoice History

Invoice Management

Invoice Processing

Meeting Management

Messaging

Milestone Tracking

Mobile App

Mobile Payments

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

Canopy

Linux

Windows

Enrolled Agent

I love the client portal as well as the transcript feature. My clients like the ease and security of the portal, and being able keep all their documents in one place is a wonderful feature.

Tax Accounting Assistant

We love Canopy and love that they continue to improve their software with new integrations and functions every quarter.

After a lot of $, we have been so frustrated we haven't even gotten off the ground. The support is terrible and there is very amateurish implementation planning.

Account Specialist

I love that it's so user friendly and the customer service is great. I love that they are always contacting us about new ideas to integrate into the program and they have implemented them.

Help with Tax Resolution!!!!  I love being able to send client request. Completing forms within the system is very helpful.

Business Services Director

Cool features, outstanding customer service, constantly updating  to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore.

Managing Member

It is easy to use, and pulls the information from IRS into one place, summarizes it beautifully. I don't have to click a thousand times like the IRS site makes me.

Director of Business Engagement

Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files.

President

Honestly, customer support is the lowest on my list with this software. It's difficult to get answers and then when I get someone, they tell me no one has every reported that before.

Its easy to use, helps me save and my clients love it.

I like the ability to produce documents that are ready to deliver to clients or the IRS once I have completed the required forms.

associate 

The thing that i liked the most about the software was that it was easy to use and it was also inexpensive.

District Manager

Customer Service is Terribly - This Company is too new to meet deadlines.

I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review.

Inability to print notes. Search engine is limited.

Teacher

What I liked most about using Canopy was how easy it was to navigate. It aliviated a lot of the busy work when communicating with our tax agent.

Pulling IRS transcripts using this software is a dream.

It does take some time to get everything integrated. But the savings in time and money is well worth it.

Canopy screenshot: Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting.

Canopy screenshot: Automate recurring payments, conveniently save client payment information, and enjoy a simple, flat processing rate. Also includes a dashboard overview and the ability to export to your books.

Canopy screenshot: Stay in sync with your clients, through a custom-branded portal where they’ll have access to everything relevant to their case. The client portal is available on both Android and iOS mobile devices.

Canopy screenshot: All files are encrypted with bank-level security so you and your clients can securely share files back and forth. Plus, you’re in control of which documents clients and staff have access to—adding or removing permissions at any time.

Hubdoc vs Canopy Comparison

Hubdoc

Canopy

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives