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Canopy vs Axis by TPS Software Comparison (2026)

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Axis by TPS Software logo

Axis by TPS Software

Overview

Award-winning, all-in-one accounting practice management platform. Canopy replaces disconnected tools by unifying your CRM, workflows, document storage, and billing. Maximize firm capacity under one login with purpose-built AI tools like Canopy Coworker and Notetaker.

TPS Cloud Axis offers a full suite of practice management functions from time and billing, through WIP and AR as well as complete workflow and employee scheduling.

  • 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

18

/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

4.6

167

5

4

3

2

1

114

48

4

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
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

“Depending on which card service merchant is used, clients can pay online and the payment is credited to their account immediately. ”
JO

Jane O.

Office Manager

“Also, have the new time entry intuitively in line with the other time entries so it flows to put in multiple time entries without having to go to the top menu to add a new entry.”
JF

James F.

Senior Tax Accountant

“Decreased the amount of time spent looking for files and time keeping was better.”
JO

Jane O.

Office Manager

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

“A bit "laggy" accessing our firm page at times due to technical issues caused by Microsoft servers, items outside the control of TPS. ”
DU

Dwayne U.

Partner

“Some of the functions were less user friendly than others and it took calls to TPS to clarify. But overall, very little to dislike.”
SM

Sandra M.

Office Manager

“it's a little slow when you start typing in a client name as it's trying to find it in the database.”
GA

Graham A.

Shareholder

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review12 days 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
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • Bulk Send
  • Business Process Automation
  • CRM
  • Calendar Management
  • Cash Flow 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-Currency
  • Multi-Location
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Collection
  • Payment Processing
  • Payroll Management
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Costing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • 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
  • Role-Based Permissions
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Staff Management
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Tax Compliance
  • Tax Forms
  • Tax Management
  • Template Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Traditional Methodologies
  • User Management
  • Vacation/Leave Tracking
  • Version Control
  • Workflow Automation
  • Workflow Configuration
  • Workflow Management
  • Total features84
  • @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
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • Bulk Send
  • Business Process Automation
  • CRM
  • Calendar Management
  • Cash Flow 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-Currency
  • Multi-Location
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Collection
  • Payment Processing
  • Payroll Management
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Costing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • 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
  • Role-Based Permissions
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Staff Management
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Tax Compliance
  • Tax Forms
  • Tax Management
  • Template Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Traditional Methodologies
  • User Management
  • Vacation/Leave Tracking
  • Version Control
  • Workflow Automation
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations19
  • 8am CPACharge
  • Adyen
  • Calendly
  • Claude
  • Drake Tax
  • FreshBooks
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Intuit ProConnect Tax
  • Lacerte Tax
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal Payments
  • ProSeries Tax
  • QuickBooks Online
  • Slack
  • Stripe Payments
  • Typeform
  • UltraTax CS
  • Xero
  • Zapier
  • Total integrations5
  • 8am CPACharge
  • Adyen
  • Calendly
  • Claude
  • Drake Tax
  • FreshBooks
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Intuit ProConnect Tax
  • Lacerte Tax
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal Payments
  • ProSeries Tax
  • QuickBooks Online
  • Slack
  • Stripe Payments
  • Typeform
  • UltraTax CS
  • Xero
  • Zapier