Canopy vs OfficeTools

TaxDome

Sage Timeslips

Karbon

CCH ProSystem fx

Jetpack Workflow

ddSuite

Compare Canopy and OfficeTools 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.

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

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

CCH ProSystem fx is a practice management software that provides businesses with dashboards to manage firm, project, employee, and client-related tasks. It includes billing and accounts receivable modules, which let administrators create and edit invoices, billing worksheets, enter payments, analyze finance charges, and manage cash flows.

Sage Timeslips is a time tracking and billing solution designed to help professional service organizations track their time and expenses as well as send invoices to users. It offers industry-standard as well as customizable billing templates.

ddSuite software from DDC Schweiz allows object data of large infrastructure objects to be viewed from the overall view down to the smallest detail, managed and orders and invoices to be triggered.

OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

Billable Items Tracking

Monitoring

Project Time Tracking

Project Tracking

Recurring/Subscription Billing

Reminders

Staff Management

Task Management

Task Progress Tracking

Tax Calculation

Time Tracking

Timer

Timesheet Management

Workflow Management

OfficeTools

Accountant

Trying to get answers to specific questions is futile. There is no attempt to identify a problem.

Tax Accountant

The software is also incredibly easy to navigate. The team at OfficeTools is great if we ever have an issue that we can not resolve ourselves or with the online support.

Managing Partner

The features I enjoy most are the syncing with QuickBooks, the excel import feature, timers and entering time with ease, activity list keep you organized, project workflow is amazing.

Love:  ability to link charge card processing both to portal and to invoice. Love - time reports for easy payroll processing.

There are a lot of things I love about this software and it was a vast improvement 3 years ago over what I was using.

We like that when you set up a task you can complete your portion and then assign it to the next person. You have the ability to track the project without having to have it clutter up your to do list.

Operations Manager 

Cannot use on hosted environment other than cloud9 (which is awful). Price increases over 50% after purchased by Abacus.

Office Manager

It includes billing, and time and project tracking. It's easy for staff to use, and there are multiple ways of completing tasks so employees can use the way that works best for them.

Bookkeeper/Office Manager

It doesn't notify you that Lacerte has been logged off. Also, the training module and how it works was a bit confusing for us.

We switched to Office Tools to utilize the integrations with Lacerte, Outlook, and Crexendo, and for the ease of use. The contact management is so easy to use.

Payroll Specialist

We have contacted customer service several times due to a bug or glitch and we have had to wait months to get an answer because they weren't sure why the problem was happening.

Canopy vs OfficeTools Comparison (2026)

Canopy vs OfficeTools Comparison (2026)

Canopy

OfficeTools

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives