Canopy vs HandiSoft

TaxDome

Xero

Karbon

Ignition

MYOB Business

Jetpack Workflow

Compare Canopy and HandiSoft 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

Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Simplify business admin and get a range of financial insights to help you make better decisions for your business.

Ignition is the leading revenue generation platform for accounting and professional services businesses to spark greater efficiency and profitability. 

MYOB Business is accounting software designed to help businesses of any size across Australia and New Zealand take care of GST, invoices, reporting, expenses & payroll (including Single Touch Payroll). Designed to save time, increase productivity, and stay up to date with ATO obligations.

The HandiSoft suite is a complete practice management solution for Australian Tax Agents and Accountants with tax lodgment and preparation, accounting and productivity tools for firms of all sizes, available hosted or on-premise.

Financial Analysis

Project Management

Project Time Tracking

Real-Time Data

Receipt Management

Reminders

Reporting & Statistics

Reporting/Analytics

Sales Tax Management

Search/Filter

Secure Data Storage

Staff Management

Status Tracking

Task Management

Tax Filing

Tax Forms

Third-Party Integrations

Time & Expense Tracking

Time Tracking

Timesheet Management

Workflow Management

HandiSoft

Owner 

I like the user friendly package. I like the document layouts as they are easy to talk through with clients and clients like the layout of the reports.

Accountant

Our system is server based and over the last two years as the product has become more cloud based the desktop version has lost small funcionality that can provide annoying glitches.

Business Owner

Very good product, generally easy to use, and good support for technical matters.

principal

Easy to use very intuitive. Loved the seamless interaction of the modules.

Tax accountant

Once you know the software it is easy to use because it all ready set up for you to use. The support team is useful to help you if you have questions.

I like the fact that the modules are integrated and the transfer of data between them is seamless.

Canopy vs HandiSoft Comparison (2026)

Canopy vs HandiSoft Comparison (2026)

Canopy

HandiSoft

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives