Canopy vs Jetpack Workflow

TaxDome

Smartsheet

Adobe Workfront

BigTime

Birdview

Karbon

Compare Canopy and Jetpack Workflow based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

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 #1-ranked premium accounting practice management platform, helping firms of all sizes increase productivity and scale efficiently.

BigTime is the AI-powered platform empowering professional services firms to scope, quote, and manage projects—from staffing and time tracking to billing and reporting. With deep integrations and enterprise-grade security, BigTime helps teams move faster and scale with confidence.

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

Accounting

Accounting Integration

Accounts Receivable

ACH Payment Processing

Activity Dashboard

Activity Tracking

AI Copilot

Alerts/Notifications

Annotations

Appointment Management

Approval Process Control

Approval Workflow

Archiving & Retention

Audit Management

Audit Trail

Bank Reconciliation

Billing & Invoicing

Billing Portal

Bulk Send

Calendar Management

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 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 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

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 Projects

Offline Access

Online Invoicing

Online Payments

Optical Character Recognition

Payment Processing

Payroll Management

Process/Workflow Automation

Progress Tracking

Project Accounting

Project Billing

Canopy

Android

Linux

Web-based

Windows

iPad

iPhone

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.

Director

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.

Owner

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.

job cost manager

I like how easy it is to work in. Also the training for a beginner is very easy.

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.

Insurance coordinator

Canopy unite all client information, files, and tasks into one place, which makes daily work much easier. The interface is clean, navigation is easy, and the tools feel well-integrated.

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

Canopy screenshot: Canopy collect electronic signatures, authenticated with KBA

Canopy screenshot: Canopy automate recurring payments

Canopy screenshot: Canopy stay in sync with clients, through a custom-branded portal

Canopy screenshot: Canopy encrypt files with bank-level security

Canopy screenshot: Canopy view files

Canopy screenshot: Canopy view client details


Canopy screenshot: Canopy contact files

Canopy screenshot: Canopy add client request

Canopy screenshot: Canopy active tasks

Canopy screenshot: Canopy view deductions

Canopy screenshot: Canopy client organizer

Canopy screenshot: Canopy CSED calculations

Freelancers

Large Enterprises

Mid Size Business

Small Business

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Plan, execute, and deliver great work with a single source of project truth across the enterprise. Adobe Workfront helps you prioritize work, quickly identify bottlenecks, automate processes, and deliver the right outcomes. It serves leaders and team in organizations of all sizes in all industries.

Birdview adapts to business growth with comprehensive project oversight. Efficiently manage multiple projects, balance team workloads, and control budgets. Benefit from strong security and supportive service. Gain crucial insights for project and financial success through robust analytics.

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

Multi-Currency

Project Management

Project Time Tracking

Search/Filter

Staff Management

Status Tracking

Task Management

Time & Expense Tracking

Time Tracking

Timer

Workflow Management

Jetpack Workflow

Owner/Accountan

I can't imagine running my business without it. They have a fantastic product and incredibly friendly and helpful staff.

Principle 

We use this keep our firm and team on top of task, projects and due dates. It does a great job in keeping you in shape with a nice and user-friendly interface.

They have a great product that is still affordable for a small firm. Having all jobs and tasks on each client in one place is wonderful.

Awesome project management & easy to use; helps me stay on track with my clients and their various projects and deadlines. Customer service is great.

I am very happy with JetPack Workflow and highly recommend this product.

Jetpack allows us to keep on top of all our deadlines. The software is easy to use, easy to set up and customer service is top of the line.

As I continue to learn the software, i'm continually surprised and impressed by the features given. It is easy to see how Jetpack will be scalable and handle my fast growing firm.

I always regret later when I procrastinate and DON"T use it to track a job. Every time I think I don't need to record something, it causes me grief.

The downside is that it does not currently integrate with the software we use. But he mentioned that that is on their product roadmap.

I love the ease of this product. I was apprehensive about moving to this platform because I and my team just don't have a lot of time for a huge learning curve.

It is easy to use and the company has continued to follow up with us regularly to make sure we are happy with the product and to see if we have any questions.

CEO / President 

The main downside to Jetpack Workflow is the lack of a mobile app for the product. I also wish that I could assign emailed tasks to an individual.

Human Capital Services Senior Consultant

Jetpack allows us to get our time and billable hours invoices properly set up and organized so we can save money and time, while improving customer interactions.

Canopy vs Jetpack Workflow Comparison (2026)

Canopy

Jetpack Workflow

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives