# Compare Patriot Accounting vs Canopy 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Canopy and Patriot Accounting based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/141644-150647/Patriot-Accounting-vs-Canopy-Tax

---

# Canopy vs Patriot Accounting Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

CanopyPatriot Accounting2/4 selected

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

[Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)[4.7 (420)](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

[## Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Starting Price

$22.00/month

Value-for-Money

4.2

Functionality

4.3

Ease of Use

4.5

Customer Service

4.5

Reviews Sentiment

Based on [285 reviews](#user-reviews)

Positive

266

Neutral

9

Negative

10

[## Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)[4.7 (420)](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

Starting Price

$20.00/month

Value-for-Money

4.6

Functionality

4.4

Ease of Use

4.6

Customer Service

4.8

Reviews Sentiment

SB

EK

Based on [420 reviews](#user-reviews)

Positive

388

Neutral

25

Negative

7

What’s your intended use case?

## Summary

* * *

Key features rated by users

Features selected based on 7,457 reviews from accounting software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

\--%Fit

Missing features

Feature ratings

Chart of Accounts

NA

Income & Balance Sheet

NA

Data Security

NA

Document Management

4.8

Financial Reporting

4.4

61%Fit

Missing features

Not enough reviews

Feature ratings

Chart of Accounts

4.3

Income & Balance Sheet

4.2

Data Security

NA

Document Management

\--

Financial Reporting

4.4

User satisfaction

User satisfaction

4.5

User reviews[285](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Ease of use

4.5

Functionality

4.3

Value for money

4.2

Customer support

4.5

User satisfaction

4.7

User reviews[420](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

Ease of use

4.6

Functionality

4.4

Value for money

4.6

Customer support

4.8

Price starts from

Price starts from

$22Per User, Per Month

-   Free version
-   Free trial

Price starts from

$20Flat Rate, Per Month

-   Free version
-   Free trial

Best for

Best for

Canopy is suited for midsize accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform.

Best for

We proudly serve American business owners and accountants who want affordable and powerful accounting software.

## User reviews

Pros & cons

AC

Amanda C.

Tecnical Services Administrator

> "It made accessing all client info faster, saves us time with files, helped us standardize processes, cut out busy work and..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061441)

LV

Larissa V.

Office manager

> "That certain features aren't included like an appointment scheduler, or the ability to schedule Emails."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063679)

AL

Alina L.

Owner

> "It brings together client management, workflow tracking, document storage, and tax resolution tools into one centralized..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061528)

VH

Veronique H.

Assistant

> "I also don't like the fact that I cannot bulk assign tasks within the task area, only within the client list."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064692)

NB

Neal B.

Office Manager

> "Our clients like it because they can more readily communicate with the tax preparers, unload documents, review the tax..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7078810)

CB

Cortland B.

Firm Owner

> "That pricing approach feels archaic and outdated."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061361)

AS

Andrew S.

Partner

> "The value you get for having most of the tech deck all in one spot cannot be beat! Plus it is pretty intuitive and has..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363)

AP

Alicia P.

COO

> "Tried to get assistance requesting a phone call, however no one called me. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065848)

SB

Shari B.

Firm Administrator and Staff Accountant

> "This software really feels like it has been made for a small business but can grow with a company. If we didn't utilize..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783)

RP

Rachel P.

Partner

> "Customer Service has been hit or miss - sometimes very helpful and sometimes more frustrating."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488)

MA

Max A.

CPA

> "Canopy is an all-in-one solution for our client information, files, portal, and time & billing. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067782)

CE

Christina E.

Partner

> "Software was not really built for public accounting."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692)

AS

Andrew S.

Partner

> "I have worked at a large firm and clients much prefer using this for file sharing, making payments and having everything..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363)

AK

Abby K.

Accounting Manager

> "Also, mobile access could be smoother it's functional, but not great on the go."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#SoftwareAdvice___6851962)

MA

Mariela A.

Office Manager

> "Canopy gives us one clean, centralized place to manage client communication and tax workflow."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064790)

CE

Christina E.

Partner

> "Reporting has a lot to be desired. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692)

JA

Jassim A.

Insurance coordinator

> "Task management and client communication features reduce a lot of stress, and the system keeps everything organized without..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061364)

CR

Christine R.

Founded CEO

> "I wish there was better customer service ."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7069433)

JA

Jassim A.

Insurance coordinator

> "Canopy unite all client information, files, and tasks into one place, which makes daily work much easier."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061364)

GB

Gabriel B.

job cost manager

> "Its a little slow sometimes but I am not sure if its our service."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6791156)

NH

Natalie H.

Certified Accounting Paraprofessional

> "The ability to securely share and receive files from clients is a game-changer!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7072260)

TS

Teresa S.

Owner

> "The cost of the product was too expensive for a small company."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6631016)

MA

Mariela A.

Office Manager

> "From our side, it keeps us organized and compliant, and from the client’s side, it feels simple and professional, which is..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064790)

JO

John O.

CEO

> "We can't add new payments, can't run old payments and we now don't see decline codes. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4799394)

LS

Lesley S.

VP Operations

> "The platform has improved efficiency across our firm and helped streamline key processes."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061894)

BM

Brian M.

CPA

> "I personally feel that the e-signature process is a bit clunky, but that's probably just because I don't have much..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4362597)

KS

Kamila S.

Tax Manager

> "Canopy offers a very intuitive and well-organized platform that significantly improves workflow efficiency."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061404)

AL

Andrea L.

Owner

> "I will probably let go of the workflow module, though, when my subscription is up because there's a lack of collaboration..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4092622)

GA

Giselle A.

Accounting Operations Specialist

> "It’s modern and easy for clients to navigate, which makes the entire process smoother for our firm and our clients."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061365)

JF

Jayme F.

Secretary

> "That we did not know enough about how to get the reports we needed to keep up with how many returns we actually got out and..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385173)

CDG

Carra-Danielle G.

Office Admin. Facilities Operations

> "Canopy is a wonderful central hub for team communication, company updates, and resources."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7044068)

AH

Amy H.

Enrolled Agent

> "Recently the request transcript tool is not working when trying to request new updated transcripts."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4439535)

DB

Detra B.

Business Administrator

> "Sharing files and receiving signatures has been beneficial for our firm."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061373)

AM

Austin M.

Principal

> "That, and I found some of the automations (like engagement letters for example) were clunkier to use than those of..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3747550)

TS

Tomi S.

Admin Manager IT

> "The ability for the clients to have a portal is the best."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061480)

Juventino G.

Owner

> "What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215689)

KB

Kalvin B.

Tax Accountant

> "We can just about complete our entire tax workflow and process through Canopy."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061369)

SL

Shelley L.

Enrolled Agent

> "We often receive incoming calls in which the name listed on the caller ID is not the name of the actual person. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4324695)

VR

Verified Reviewer

Analyst

> "Good for accounting and tax calculation needs for who want everything in one system. Once you get used to it, makes work..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7013073)

JB

Jessie B.

President

> "Small things, like I can lose track of tasks if I fail to assign them to someone."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4372385)

CN

Carrie N.

Tax Administrative manager

> "Love that we can do billing, client support, and workflows!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7073856)

RW

Rachel W.

CEO

> "Also, the Calendar sync only uses my calendar not my shared calendars, so my staff doesn't see my schedule there"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3238178)

ML

Melissa L.

Owner

> "We LOVE that Canopy brings all the information and documentation needed to one place."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063956)

TR

Tina R.

Tax Manager

> "It doesn't have a client chat feature so organizing client correspondence by email can be somewhat difficult with the notes..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3239614)

KB

Kalvin B.

Tax Accountant

> "Also, integrating different AI features to help ease the overall experience."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061369)

DV

Daniel V.

Attorney

> "It just got too much to track and too expensive relative to other software providers."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3682021)

BB

BRIANA B.

Owner

> "Sharing and requesting files with clients is amazing!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065066)

JP

Jamie P.

Bookkeeper

> "Time tracker is my least favorite as it's hard to remember to turn it off sometimes."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4371514)

AK

Abby K.

Accounting Manager

> "What I liked most about Canopy is how much time it saves managing client documents and deadlines."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#SoftwareAdvice___6851962)

VR

Verified Reviewer

Tax Project Admin

> "The Project Management Aspect point of view, tasks can be monitored, however, they are not represented in the best way to..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215647)

LS

Leonid S.

Director of Tax Services

> "Organization of files in Canopy are very reliable and easy to go back and retrieve anything you need. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7074328)

SS

Stephen S.

CEO

> "It is seemingly incomplete with a few things that seem to be easily fixable if they were given attention"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385217)

SB

Shari B.

Firm Administrator and Staff Accountant

> "We really like that we can now access information from one "area" so to speak."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783)

VR

Verified Reviewer

CPA

> "Setting up recurring tasks was challenging and I was unable to get it to work."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3820430)

GK

Garrett K.

Managing Member

> "The ability to have tasks reoccur automatically is great!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064800)

JS

Julie S.

Owner

> "Some of the task templates are too detailed and my inbox gets loaded with emails I don’t want or need"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___2864346)

ML

Melissa L.

Owner

> "Managing work flow has never been easier with Canopy's intuitive tools."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063956)

AR

Alison R.

CEO

> "This seems dumb and a waste of accounts, my and my team’s time, my money and the client perception and experience. If i..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217403)

ML

Mike L.

Tax Manager

> "We are impressed by the continued improvements and features that have rolled out over the years and we look forward to..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061512)

LC

Larry C.

Accounting Supervisor

> "I can create customized lists, but I can't download the customized list. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3237724)

AR

Amy R.

Owner

> "Clients have no problems connecting to and using their Client Portal."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061422)

VR

Verified Reviewer

CPA

> "Setting up tasks was more complicated than it needed to be."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3820430)

PD

Pat D.

Senior Accountant

> "Canopy is an excellent piece of software for accounting firms."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061372)

MH

Mary H.

Office Manager

> "Email search function is less than ideal/doesnt work at all from within a client."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3231813)

RP

Rachel P.

Partner

> "Overall its a decent product - price is comparable to other similar systems that integrate better though."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488)

AW

Al W.

Enrolled Agent

> "Getting transcripts from the IRS using Canopy can be a challenge."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225157)

GA

Giselle A.

Accounting Operations Specialist

> "It was the best move for our firm to make the switch to this system."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061365)

DB

David B.

Owner/Manager

> "Moving actual data files has been an extremely slow process and has consumed many days of work."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217509)

EJ

Emma J.

Administrative Specialist

> "They are always coming out with new features as well and trying to be an all inclusive platform."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061366)

AR

Amanda R.

Payroll and HR Lead

> "Unable to change some titles of the saved folders"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215719)

TS

Tomi S.

Admin Manager IT

> "The transition was difficult but once we started using it more it has been easier to function in."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061480)

NH

Nicole H.

Manager/Owner

> "The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225096)

ML

Mike L.

Tax Manager

> "Overall, we have been very impressed by canopy and it has helped us run more efficiently and smoothly as a firm."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061512)

AT

Audrey T.

PRACTICE MANAGER

> "Onboarding was a nightmare. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4494408)

GT

Gena T.

Director of Compliance

> "It's clean, intuitive, and easy for clients to upload and access documents."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061374)

TT

Tino T.

Accountant

> "Customer service response time can be slow at times"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3262512)

LS

Lesley S.

VP Operations

> "The support team is consistently responsive and helpful, and the development team actively listens to customer feedback."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061894)

VR

Verified Reviewer

Owner

> "Customer service always says leaves a message and then never calls back."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#GetApp___2979319)

MW

Mary W.

Innovation Strategist

> "It’s a system that keeps evolving and making our lives easier."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064624)

NH

Nicole H.

Manager/Owner

> "I keep getting "Pull Failed". "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225096)

[View Reviews](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

SB

Sharman B.

Marketing Director, Publisher

> "After 30 days I was able to reconcile my account easily and saw that every feature I needed to run my small..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7109710)

SB

Sharman B.

Marketing Director, Publisher

> "Managing my accounts couldn't be easier from adding clients, monitoring amounts owed to easily including 1099..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7109710)

EK

Elton K.

Mechanic

> "It is very good for a small business, and very nice people that answer any questions you need answered, I have the..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7042391)

MD

Michele D.

Owner

> "The workaround suggested by Patriot—using a journal entry to receive payments (to a bank account but not directly..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6691182)

AA

Angie A.

Practice Manager

> "I love that I can invoice and the customer can pay online and now with ACH payments my % of fees is lower."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6404806)

DS

Deborah S.

Family Nurse Practitioner Owner

> "I cannot manually transfer transactions outside of the PLAID transfer."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7107341)

TJ

Tracy J.

CEO

> "Getting the account set up was easy and the agent was able to address my questions."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7106999)

SA

Suman A.

Owner

> "it's limited integrations with other software and lack of advanced features like multi-currency and inventory."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7001013)

JD

Jay D.

Preo

> "The learning curve was very short and I was able to import my Quickbooks company data some what painlessly."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6880001)

CY

Charles Y.

Managing Member

> "I left Quickbooks because their accounting/tax advice was inconsistent and customers service was poor. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7112503)

TQ

Tom Q.

Owner and Chief Instructor

> "Patriot Accounting easily was adaptable to me needs and offers an easy usable system to manage my “books”."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6691381)

HP

Henry P.

Treasure

> "Profit loss report needs a little enhancement."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7094579)

SA

Suman A.

Owner

> "Payroll integration makes our work easier and it's a good fit for small buinesses."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7001013)

JH

JANET H.

CEO

> "NOT ABLE TO CREATE 2 DIFFERENT BANK ACCOUNTS FOR 2 DIFFERENT OFFICE PAYROLL PROCESSING. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6677286)

SC

Steve C.

Manager

> "We are a small business and they have been very helpful in onboarding our business. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___7091853)

IZ

Israel Z.

President

> "Some items won’t transfer from my American Express statement and it is a bit confusing how to add/remove items."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6361716)

JV

Joan V.

Owner - President

> "so I didn't have to import old customers and vendors and that was a pretty easy process."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6816409)

BL

Barbara L.

Medical Billing Consultant

> "When processing a transaction to categorize it is a little clunky, but I may need to make a small change my..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6627886)

Abdelati L.

Treasury

> "As an accountant, I found in this product the amazing work in analyzing and managing financial and accounting, as..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4991445)

RH

Rob H.

Advisor

> "Overall, my experience was positive but I cannot recommend the software due to the difficulty in making edits to..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6517218)

JA

John A.

OWNER

> "AVERAGE, ITS OK, COULD BE BETTER, PRICE A LITTLE HIGH, FOR THE SERVICE."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6805791)

PS

Pat S.

Office Manager

> "I don't like that the payroll checks are not listed separately in the check register."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6272498)

PT

Pierpaolo T.

Digital Marketer

> "The tool makes handling accounting and financial reporting easy."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6247979)

DMB

Dr Michael B.

Owner

> "Sometimes it’s hard to produce the reports I need such as for Workers Comp. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6533334)

RH

Rob H.

Advisor

> "Simple accounting software and the company mission and ethics align with my beliefs."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6517218)

MD

Michele D.

Owner

> "The software has two major limitations for a service business."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6691182)

ZM

Zina M.

President

> "I switched from a very popular accounting software and couldn’t be happier."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6805770)

PS

Pat S.

Office Manager

> "Makes it aggravating when trying to reconcile with bank statement."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6272498)

WF

William F.

Owner operator

> "It has made my accounting much easier, and saved me a lot of time."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6525947)

BL

Barbara L.

Medical Billing Consultant

> "I had issues with my bank account connection."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6627886)

MY

Mo Y.

President

> "Easy to setup. When I had accounting questions the customer support was friendly and answered my questions."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6315035)

CC

Camille C.

Bookkeeper

> "It has way too many limitations and some are totally not logical- like only allowing numbers in reference field and..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3940113)

BS

Ben S.

President

> "Patriot Software certainly lives up to its tagline, "keep your time and money." But what stands out to me even more..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___5039002)

JU

Jay U.

President

> "Using a General Ledger, then notating credits and debit columns, is a slower and less intuitive way to perform..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3493922)

BL

Barbara L.

Medical Billing Consultant

> "Patriot is user friendly with easy set-up If you do make an error, you can fix it easily."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6627886)

TS

Tobias S.

CEO

> "Patriot doesn't have a geolocation service integrated with employees' payroll."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6191734)

JT

James T.

Owner

> "I can see my expenditures, track volumn of business with suppliers, check on cash flow, use it for planning and for..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3985106)

TS

Thomas S.

Owner

> "Would like to be able to set a date range for the invoice section, I like to work a week at a time and having to..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4025335)

BM

Brandon M.

CEO

> "Patriot is easy to navigate, easy to use, and just works."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6766670)

MC

Mary C.

Vice President, Treasurer

> "You can not find an invoice & accounting product that does this much for this price point."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4913210)

JA

John A.

OWNER

> "SOMEWHAT EASY TO USE."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6805791)

JM

Jocelyn M.

Occupational Therapist

> "The software is challenging if you do not have an accounting background."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6229135)

JK

Jesse K.

Owner

> "It's a simple accounting platform perfect for small businesses with low needs and needing a low budget solution. If..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3444477)

LV

Laura V.

Treasurer

> "You get what you pay for when choosing an inferior cost point."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6191832)

NS

Nick S.

Doctor

> "Well designed, clean user interface, highly intuitive"

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6547815)

JK

Jesse K.

Owner

> "Since I'm not an accountant, I don't understand double-entry accounting. When it came time to enter transactions, I..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3444477)

JK

Jesse K.

Owner

> "For my small service business I just needed invoices and transaction tracking, and Patriot provides those at a low..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3444477)

TV

Tiana V.

Owner

> "Reporting is very poor for year end sales and I can't pull out sales by each product (and we only have four)."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3988664)

PS

Pat S.

Office Manager

> "As you can see, there are things that I feel need improvement, but all in all, I do like the program."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6272498)

ST

Scott T.

Owner

> "Inability to make changes to entries that have errors creates more unnecessary work for bookkeeping."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3985029)

ME

Megan E.

Owner

> "Specifically, having the ability to export my monthly GL to compare month to month, qtr to qtr, is incredibly..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4023617)

MJ

Matthew J.

Owner

> "The company that did it for Patriot, was hard to deal with. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4747186)

BR

Bethany R.

CEO

> "I use it for all my clients and I highly recommend it to anyone doing their own books."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6628169)

WG

William G.

Owner

> "Invoice layout needs work, and some updates took away features that were useful."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3943769)

RW

Ron W.

Founder

> "I do love the support I got when started."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6743817)

JC

Jason C.

Owner

> "My biggest gripe would be the lack of support for 3rd party payment processors that are 2A friendly."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3939787)

BS

Ben S.

President

> "Several calls to customer service were answered or returned right away, and the staff was always helpful, patient,..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___5039002)

LV

Laura V.

Treasurer

> "In this regard, the site is not user friendly."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6191832)

PG

Patrick G.

CEO

> "They have live support and it’s really easy to use"

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6520495)

MF

Matthew F.

VP/Treasurer

> "Connected accounts are automatically disconnected after 45 days without a reminder."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3985258)

SH

Scott H.

Owner

> "Onboarding was easy."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6678862)

CC

Camille C.

Bookkeeper

> "It often gives weird error messages upon signing in for no reason."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3940113)

AA

Angie A.

Practice Manager

> "I liked the price. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6404806)

DR

Dixie R.

Owner

> "easy breazy"

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___5021871)

LH

Luiza H.

Owner

> "A lot of features at the basic plan but the good ones at the Premium one."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6223657)

HK

Heather K.

Owner

> "When my accountant called and said I don't know who you have doing your book keeping, but stop using them."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4011635)

RR

Robert R.

Co Managing Partner

> "I have worked with some of the most complex accounting systems out there so it was nice to try Patriot and discover..."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3986173)

CG

Cathie G.

Physical Therapist

> "I now have to manual import those past amounts that I didn't save."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4039992)

LH

Luiza H.

Owner

> "Everything works great without any issues, if issues appear support will deal with them."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6223657)

CW

Calvin W.

Managing Partner

> "Banking connectivity is not working for me."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3985395)

PC

Paul C.

CEO

> "I am able to add multiple bank accounts so I can track my transfers easily. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4053136)

CH

Cody H.

Founder

> "It works as should but software won’t link to my account"

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3979769)

MM

Melissa M.

Bookkeeper

> "Patriot is easy to use and doesn't have all the what I call "noise" that other accounting softwares have. "

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6222916)

MH

Mora H.

Business Office Manager

> "Some of the features do not work for me."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3734106)

PTCH

Princess Terana Caram H.

Freelancer

> "The design gives me access to my account anywhere and there is no hassle in downloading and updating."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4636439)

CM

Christopher M.

Artist

> "I do not wish to communicate projects to my clients in this way."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3941706)

TS

Thomas S.

Owner

> "Bonus is it allows me to make invoices quickly."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4025335)

SS

Scott S.

Principal

> "I'm sorry Patriot, but that is way to much money for a small business just starting out."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___4024170)

JJ

Justin J.

Accountant

> "Their customer service is good and the software is pretty easy to use."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___6222964)

CC

Camille C.

Bookkeeper

> "Just a lot of bugs and quirks."

[See full review](https://www.capterra.com/p/141644/Patriot-Accounting/#Capterra___3940113)

[View Reviews](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

## User interface

4.53 (285)

[Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)

4.68 (420)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Accounts Payable

150

Important

Accounts Receivable

120

Important

Canopy

30/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/150647/Canopy-Tax/#features)

Patriot Accounting

Top features

31/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/141644/Patriot-Accounting/#features)

### Recognition

No recognitions have been awarded to Canopy

No recognitions have been awarded to Patriot Accounting

### Deployment & support

Canopy

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Patriot Accounting

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Canopy

-   By Canopy
-   Located in United States
-   Founded in 2013

Patriot Accounting

-   By Patriot Software
-   Located in United States
-   Founded in 2002

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4.5

[View full comparison](https://www.capterra.com/compare/150647-186749/Canopy-Tax-vs-TaxDome)

[Patriot Accounting](https://www.capterra.com/p/141644/Patriot-Accounting/)[4.68 (420)](https://www.capterra.com/p/141644/Patriot-Accounting/reviews/)

vs

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.43 (1,037)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

$20/month

Price

$235/month

4.4

Features

4.4

4.6

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/141644-189398/Patriot-Accounting-vs-QuickBooks-Online)