ApprovalMax vs Canopy Comparison

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Overview

ApprovalMax creates approval workflows for financial matters - bills, sales invoices, purchase orders, employee expenses, contracts, and more

Canopy helps accountants & tax professionals to gather client information and documents, asses tax resolution scenarios,...

  • 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
$39.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$99.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.6

(5)

5

4

3

2

1

3

2

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.5

(92)

5

4

3

2

1

62

23

3

1

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

Pros

Pros

An easy place to track my clients and prospects and archive our emails instead of having a million saved emails. Project tracking is also super helpful.
Our office LOVES Canopy!!! We love how user friendly it is and they have great customer service.
That has deemed to be more useful than I originally thought. Also, being able to store information on all of our clients in one easy to use place has been great.

Cons

Cons

The company consistantly made promises that they were unable to uphold. Pushbacks on product releases that we desperately needed, and no refund for their mistakes.
Jumped in and decided to make them our company for our tax prep business, and everything went wrong.
Not the company you want to go with when you need something dependable. They're a tax company which makes it even more absurd that they mess around with deadlines.
  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last review6 months ago

Key features

  • Total features5
  • "What If" Scenarios
  • API
  • Activity Dashboard
  • Automatic Notifications
  • Billing & Invoicing
  • Chat
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting
  • Configurable Workflow
  • Custom Forms
  • Customizable Templates
  • Data Filtering
  • Deadline Management
  • Document Storage
  • Engagement Analytics
  • Forms Management
  • Invoice Management
  • Invoice Processing
  • Progress Reports
  • Progress Tracking
  • Projections
  • Receiving
  • Resource Management
  • Rules-Based Workflow
  • Survey Management
  • Surveys & Feedback
  • Task Management
  • Timeline Management
  • To-Do List
  • Version Control
  • Web Forms
  • Workflow Management
  • Total features30
  • "What If" Scenarios
  • API
  • Activity Dashboard
  • Automatic Notifications
  • Billing & Invoicing
  • Chat
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting
  • Configurable Workflow
  • Custom Forms
  • Customizable Templates
  • Data Filtering
  • Deadline Management
  • Document Storage
  • Engagement Analytics
  • Forms Management
  • Invoice Management
  • Invoice Processing
  • Progress Reports
  • Progress Tracking
  • Projections
  • Receiving
  • Resource Management
  • Rules-Based Workflow
  • Survey Management
  • Surveys & Feedback
  • Task Management
  • Timeline Management
  • To-Do List
  • Version Control
  • Web Forms
  • Workflow Management

Integrations

  • Total integrations5
  • BigCommerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrationsN/A
  • BigCommerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • 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

ApprovalMax vs. Canopy

See how ApprovalMax and Canopy stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.