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Canopy vs Taxjoy Comparison

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Overview

Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected...

Taxjoy facilitates seamless and secure communication between tax professionals - including accountants, enrolled agents,...

  • 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
  • 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

Screenshots

Pricing

Starting from
$

89

/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

35

/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

69

26

3

1

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

2.0

5

4

3

2

1

0

0

0

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
0%
would recommend this app

Pros

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.
Our office LOVES Canopy!!! We love how user friendly it is and they have great customer service.
Help with Tax Resolution!!!! I love being able to send client request. Completing forms within the system is very helpful.

Pros

Not enoughreviews yet

Cons

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

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review12 days ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features107
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assignment Management
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • CPA Firms
  • CRM
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Credit Card Processing
  • Customer Accounts
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Digital Signature
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Management
  • Employee Activity Monitoring
  • Engagement Tracking
  • File Management
  • File Recovery
  • File Sharing
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • Forms Management
  • Full Text Search
  • Historical Reporting
  • Hourly Billing
  • Inbox Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Payments
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Percent-Complete Tracking
  • Personalization
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Purchasing & Receiving
  • QuickBooks Integration
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting/Analytics
  • Resource Management
  • Rules-Based Workflow
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Forms
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timeline Management
  • Timesheet Management
  • To-Do List
  • Traditional Methodologies
  • Version Control
  • Web Forms
  • Workflow Management
  • Total features27
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assignment Management
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • CPA Firms
  • CRM
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Credit Card Processing
  • Customer Accounts
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Digital Signature
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Management
  • Employee Activity Monitoring
  • Engagement Tracking
  • File Management
  • File Recovery
  • File Sharing
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • Forms Management
  • Full Text Search
  • Historical Reporting
  • Hourly Billing
  • Inbox Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Payments
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Percent-Complete Tracking
  • Personalization
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Purchasing & Receiving
  • QuickBooks Integration
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting/Analytics
  • Resource Management
  • Rules-Based Workflow
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Forms
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timeline Management
  • Timesheet Management
  • To-Do List
  • Traditional Methodologies
  • Version Control
  • Web Forms
  • Workflow Management

Integrations

  • Total integrations12
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrations2
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Canopy vs. Taxjoy

See how Canopy and Taxjoy stack up against each other by comparing features, pricing, ratings, integrations, security & more.