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Canopy vs Firm360 Comparison (2026)

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Canopy logo

Canopy

Firm360 logo

Firm360

Overview

All-in-one accounting practice management platform. Canopy unifies your CRM, billing, document storage, and daily workflows into one platform with one login. Boost firm capacity using advanced, built-in AI tools like Canopy Coworker and Canopy Notetaker.

Track time and handle billing without disrupting team workflows. Your staff can log hours, generate invoices, collect payments online, and automate receivables — with speed and ease — so more time is focused on client work, not chasing down payments.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
view more detailsview details
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
view more detailsview details

Video & Screenshots

Pricing

Starting from

22

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

49

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.5

286

5

4

3

2

1

186

81

9

4

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
81%
would recommend this app

4.7

159

5

4

3

2

1

122

29

6

0

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
84%
would recommend this app

Pros

“It’s a solid, reliable platform that helps us stay organized, manage client communication in one place, and maintain a clean, professional workflow on the tax side.”
MA

Mariela A.

Office Manager

“It solves several problems, from secure document storage, file sharing with clients, e-signatures, and task management, to invoicing, payment processing, engagements, and many more.”
AR

Amy R.

Owner

“We now have our client portals, communications, billing, task management and more in one platform that is easily accessible online or from the mobile app.”
BS

Brent S.

President

Pros

“Organization and collaboration are a big win with Firm360. As business moves toward paperless, this platform assists with teamwork and client satisfaction in an increasingly digital age.”
KG

Kelli G.

Accountant

“The portal makes it easy for clients to securely upload and access documents, saving us countless back-and-forth emails.”
MR

Monica R.

Enrolled Agent and President

“Firm360 has become an essential part of how we run our firm. If you’re looking for an all-in-one solution to manage your accounting or tax practice, I couldn’t recommend it more highly.”
BB

Benjamin B.

CFO

Cons

“Not having the ability to integrate invoicing into QBD, use a another payment processor in the program, and editing and then signing a PDF.”
GK

Garrett K.

Managing Member

“I do not like that so often the client portal tells our clients that they "do not exist" and they have to log out of the portal to fix this.”
TJ

Taylor J.

Administrative Specialist

“It is very tedious organizing almost four thousand files and determining who is active and not active”
NB

Neal B.

Office Manager

Cons

“I think the only thing I have disliked so far is if I am on page 7, and click an client, if I hit the back space, it will take me back to page 1.”
MJ

Melissa J.

Admin

“Problems with PDF document management and syncing.”
KR

Krunal R.

Senior Tax Accountant

“Getting clients set up to access the client portal has had a few stumbles”
KG

Kelli G.

Accountant

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features140
  • @mentions
  • ACH Payment Processing
  • AI Copilot
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Annotations
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Billing Portal
  • Budget Management
  • Bulk Send
  • Business Process Automation
  • CRM
  • Calendar Management
  • Charting
  • Client Management
  • Client Portal
  • Clock In/Out
  • 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 Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Editing
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Reminders
  • Employee Activity Monitoring
  • Employee Database
  • Employee Management
  • Expense Tracking
  • Feedback Management
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • For Tax Practices
  • Forms Management
  • Full Text Search
  • Generative AI
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Channel Communication
  • Multi-Location
  • Multiple Billing Rates
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Optical Character Recognition
  • Payment Processing
  • Payroll Management
  • Planning Tools
  • Prioritization
  • Productivity Analysis
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Costing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Rules-Based Workflow
  • SSL Security
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Spreadsheet View
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Board View
  • Task Editing
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Tax Calculation
  • Tax Compliance
  • Tax Forms
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • To-Do List
  • Traditional Methodologies
  • User Management
  • Version Control
  • Workflow Automation
  • Workflow Configuration
  • Workflow Management
  • Total features113
  • @mentions
  • ACH Payment Processing
  • AI Copilot
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Annotations
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Billing Portal
  • Budget Management
  • Bulk Send
  • Business Process Automation
  • CRM
  • Calendar Management
  • Charting
  • Client Management
  • Client Portal
  • Clock In/Out
  • 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 Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Editing
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Reminders
  • Employee Activity Monitoring
  • Employee Database
  • Employee Management
  • Expense Tracking
  • Feedback Management
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • For Tax Practices
  • Forms Management
  • Full Text Search
  • Generative AI
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Channel Communication
  • Multi-Location
  • Multiple Billing Rates
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Optical Character Recognition
  • Payment Processing
  • Payroll Management
  • Planning Tools
  • Prioritization
  • Productivity Analysis
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Costing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Rules-Based Workflow
  • SSL Security
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Spreadsheet View
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Board View
  • Task Editing
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Tax Calculation
  • Tax Compliance
  • Tax Forms
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • To-Do List
  • Traditional Methodologies
  • User Management
  • Version Control
  • Workflow Automation
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations19
  • Adobe Acrobat
  • Adyen
  • Calendly
  • Drake Tax
  • FreshBooks
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Intuit ProConnect Tax
  • Lacerte Tax
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • ProSeries Tax
  • QuickBooks Online
  • RightSignature
  • Slack
  • Stripe Payments
  • Typeform
  • UltraTax CS
  • Xero
  • Zapier
  • Total integrations10
  • Adobe Acrobat
  • Adyen
  • Calendly
  • Drake Tax
  • FreshBooks
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Intuit ProConnect Tax
  • Lacerte Tax
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • ProSeries Tax
  • QuickBooks Online
  • RightSignature
  • Slack
  • Stripe Payments
  • Typeform
  • UltraTax CS
  • Xero
  • Zapier