# Compare FreshBooks vs Canopy 2026 | Capterra > Unsure of what to choose? Check Capterra to compare FreshBooks and Canopy based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/142390-150647/FreshBooks-vs-Canopy-Tax --- # FreshBooks vs Canopy 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: FreshBooksCanopy2/4 selected [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[4.5 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) [## FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[4.5 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/) Starting Price $21.00/month Value-for-Money 4.3 Functionality 4.3 Ease of Use 4.5 Customer Service 4.4 Reviews Sentiment Based on [4,506 reviews](#user-reviews) Positive 4,143 Neutral 281 Negative 82 [## 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 What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 14,969 reviews from billing and invoicing 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 82%Fit High performer Feature ratings Invoice Creation 4.6 Invoice Processing 4.6 Payment Processing 4.5 Credit Card Processing 4.5 Quotes/Estimates 4.3 65%Fit Not enough reviews Feature ratings Invoice Creation 4.0 Invoice Processing 3.0 Payment Processing 4.1 Credit Card Processing \-- Quotes/Estimates 3.5 User satisfaction User satisfaction 4.5 User reviews[4,506](https://www.capterra.com/p/142390/FreshBooks/reviews/) Ease of use 4.5 Functionality 4.3 Value for money 4.3 Customer support 4.4 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 Price starts from Price starts from $21Flat Rate, Per Month - Free version - Free trial Price starts from $22Per User, Per Month - Free version - Free trial Best for Best for FreshBooks is cloud based accounting designed to help small businesses in information technology, legal, creative, marketing and construction, among other sectors. 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. ## User reviews Pros & cons LS Leslie S. Co-Owner > "I love the hourly time tracking tool for creatives or anyone doing hourly service based work, I also appreciate the robust reporting tools." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___7113513) HL Hikmet L. Medical Assistance Specialist > "Occasionally the version has been changed to add or remove some important features without notice, and occasionally the mobile app fails to upload..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___7087535) JM Jaime M. Outside Sales > "FreshBooks has been a key product in our business helping us to manage our finances from sending our invoices for collecting payments to budgeting and..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6843358) VR Verified Reviewer Senior Software Development Engineer > "It was a 50 and 50 where we saved time and money, we could follow up on an effective timeline where in general we could have details of how much we spent..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6289387) Bridget W. Marketing Consultant > "Accounting systems like FreshBooks allow you to be paid online, faster, and it helps your business look professional -- from branded proposals..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6821343) EJ Eric J. Consultant > "A monthly fee in addition to a high credit card processing fee is a lot to stomach unless you need a lot of the ancillary features that FreshBooks offers." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6824738) VR Verified Reviewer consultant > "The streamlined invoicing and expense tracking features were lifesavers, freeing up time and helping me keep my finances organized. Plus, being able to..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6268371) MF Megan F. Owner > "I dont like that with credit card payments, I cant break them down individually and record all the transactions that make up that monthly payment" [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6835526) FN Faith N. Head of Accounts > "The platform's navigation is straightforward, with clearly labeled menus and intuitive workflows that guide users through tasks such as creating..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6568895) VR Verified Reviewer owner > "I also am unsuccessful in getting my frequent purchases to get expensed to the same categories and companies each month." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___7119285) JM Joao M. Spinning Instructor > "It allows us to track our cash flow which allows us to get useful financial insights that we need to maintain a healthy financial situation." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6477739) EMA EVA M. A. Member > "It hindered rather than helped my business operations, causing unnecessary stress and frustration. Despite my efforts to make it work, the software's..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6262563) IK Ibrahim K. Grants Writer > "FreshBooks allocates an extended range of online accounting features and has a mobile application that makes it easy to carry out repetitive accounting..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6440675) TE Timothy E. Owner > "The weirdest thing is an accounting program that wont show you a bank register. How can you SEE what is going on without a register." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6433272) PE Princess E. Customer adviser > "it offers robust set of features for small businesses and freelancers, particular excelling in invoicing, time tracking." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6408138) DG Derek G. Owner > "I found the inventory management features a bit limited for large-usage" [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6764036) AA Amir A. Administrative > "FreshBooks offers an intuitive interface, robust invoicing capabilities, and seamless time-tracking features, making it ideal for freelancers and small..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6570951) PL Phillip L. Director of Marketing > "The easiest way to generate invoice for billable hours is through the time tracker which is annoying." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6560551) SS Sampath S. Web designer > "We can easily maintain financial records and it has a automated features like expense tracking, recurring invoices which is really time saver as well as..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6422384) MHE Michael Herbert E. Furniture Salesperson > "the reporting features are a bit limited, so it might not have all the insights you need if you are looking for something more detailed" [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6686082) SM Stephen M. Managing Director > "Additionally it integrates with payment gateways such as PayPal which allow us to accept credit card payments directly within the FreshBooks." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6511740) SM Sean M. Marketing and operations coordinator > "I wouldn't recommend for small businesses that don't have their data in multiple places" [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___7005391) CC Crystal C. Boss > "It’s intuitive user interface, first rate customer service, and extensive accounting capabilities designed specifically for freelancers and small..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6504643) ZZ Zandalee Z. Senior Analyst Programmer > "FreshBooks Invoicing App on my iOS has limited features compared to cloud apps." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6493051) VR Verified Reviewer Operations manager > "It simplifies time tracking, expense management, and financial reporting, making it ideal for small businesses and freelancers." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6360186) SH Samir H. Insurance Claims Specialist > "The feature to track billing sometimes lags and is slow and definitely needs improvement." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6335269) SM Stephen M. Managing Director > "It has also provided us with an affordable and flexible solution that has streamlined regular billing, improved cash flow and simplified payment..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6511740) RL Ronald L. Owner > "The worst issue has been since day one, they cannot seem to permanently fix issues importing my bank account." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6406423) JM Joao M. Spinning Instructor > "FreshBooks has user-friendly invoice generator tool that allows us to create personalized invoices for clients." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6477739) SM Sean M. Marketing and operations coordinator > "They shut my account down and didn't explain why and started ignoring my emails." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___7005391) Zulma Q. Corporate Credit Risk Analyst > "Through the software, I can design visually pleasing credit risk reports in which complicated data can be communicated effectively across management." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6531494) IK Ibrahim K. Grants Writer > "I slightly dislike that FreshBooks has unlimited features on mobile app compared to cloud solution." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6440675) AK Alexander K. Counsellor > "FreshBooks helps me save a lot of time every day and allows me to do my bookkeeping much more efficiently than I had been previously. " [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6527459) JA Joana A. Disc jockey > "It's relatively expensive compared to some other accounting software options, especially for businesses with multiple users or complex needs." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6352778) Bridget W. Marketing Consultant > "Sending out professional invoices and statements instead of Excel sheets or Google Docs sends the right message to your clients." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6821343) NE Noel E. Computer Specialist > "Limited features: Some users have reported that FreshBooks lacks some of the advanced accounting features found in more comprehensive accounting..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___4777893) LW Lars W. Sales and Strategic Partnership VP > "It has made it easy for us to manage our cash flow and to streamline our financial operations like budgeting and invoicing." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6450552) PE Princess E. Customer adviser > "the price is high , expensive, limited inventory management, project management limitations" [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6408138) MA Mujeezah A. Personal Assistant > "Unlike other 'Big names'accounting softwares, FreshBooks is very user friendly and fun!It meets all our needs for we can easily track our income,..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6389083) Thomas R. MGR Technical Training > "The only thing I haven't liked so far is the limited functionality for larger companies." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6439808) KB Khaoula B. Accounts Manager > "It also supports mobile apps where one can manage billing on the go." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6862823) Alex G. Director Of Business Development > "The drag-and-drop feature does not work efficiently." [See full review](https://www.capterra.com/p/142390/FreshBooks/#GetApp___6485105) Rachid K. Sales executive > "Freshbooks is a software that it helps to make the best accounting software designed for freelancers and small business." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6548321) Patricia P. Owner > "I have demanded a full refund of my money and 60 days to extract all data off their site. If my business is to survive, I need to hire an accountant..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#GetApp___6073831) IB India B. Solicitor Apprentice > "FreshBooks has really helped us to transfer our timesheets data to invoices and we can quickly receive our payments." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6480391) ML Matt L. Owner > "Additionally, I’ve experienced minor delays in customer support response times." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6589002) ML Matt L. Owner > "The mobile app is also well-designed, allowing me to manage invoices and expenses on the go." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6589002) VR Verified Reviewer Executive Director > "Was not robust enough for my business accounting." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6584529) AC Abigail C. Crochet > "The reports are clear, and it works well on both computers and phones." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___7036868) Stephen M. F. B reviews > "Customization options for reports and advanced analytics may be less comprehensive compared to specialized accounting software.3." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___4811707) BY Ben Y. Profit Center Manager > "I have been using FreshBooks on a daily basis to run financial operations in our store and the experience has been beyond doubt the best i had hoped for." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6809228) AM Abbey M. Financial Specialist > "What I dislike about FreshBooks is the limitation in terms of invoice template customization. " [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6083025) AK Andros K. Account Manager > "FreshBooks is a great solution for small businesses seeking easy invoicing and expense management, though more advanced features and competitive pricing..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6586145) RPH Rajitha Priyankara H. Engineer > "The program includes few choices for customization, which could not be sufficient for companies who need more adaptability." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___4754214) BH Bahaa H. Planning Manager > "For online payments, Freshbooks is our number one solution, with it's excellent features it does exactly what it's supposed to do." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6766400) MS Mohammed S. Owner > "Only downsides I have is that for the price I am paying, 50 active clients is not enough (I keep having to archive clients). " [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___5035859) OL Oliver L. VP of Business Development > "Overall the experience is great, we can manage our cashflow and send invoices to our clients with ease." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6795815) SS Swati S. Freelancer > "While FreshBooks is a useful accounting software for managing your business finances, its pricing may not be reasonable for some users." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___4779721) CS Christina S. Area Director of Sales > "FreshBooks has been a key tool to helping us utilize our financial resources efficiently by helping us track our expenses." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6629145) RR Robyn R. Owner > "It is a little costly for a small business" [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6531413) MSR Md Sazedur R. CEO > "The platform is user-friendly and offers integrations with other tools, making it easy to manage various aspects of a business from one place." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6476827) VR Verified Reviewer Principal > "My rep hasn’t responded to me in 2 weeks, despite their own encouragement that I reduce my subscription level at the end of my discounted trial period." [See full review](https://www.capterra.com/p/142390/FreshBooks/#GetApp___6107024) Bridget W. Marketing Consultant > "It also allows you to send professional quotes." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6821343) TE Timothy E. Owner > "Bank feeds are not your friend." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6433272) Adelia D M. Senior Field Service Engineer > "It has high-end security tools that ensure total safety of our sensitive financial data." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6634501) IS Ilya S. ceo > "In my experience, this platform is a woefully inadequate solution, only suitable for the tiniest of businesses that exclusively offer services." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___4979855) LW Lars W. Sales and Strategic Partnership VP > "It has very powerful data security functions that keeps our financial data very safe and confidential." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6450552) PU Paulrogert U. na > "They ran my cc on the weekend and suspended my account on the weekend, but they are not open on the weekends, and can't talk to anyone. " [See full review](https://www.capterra.com/p/142390/FreshBooks/#GetApp___4795802) JO John O. Finance Officer > "Invoicing, billing and general ledger are some of the tools which I like most on FreshBooks." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6662815) MG Maciej G. Co-founder & Marketing Director > "The only downside to FreshBooks is that it can be difficult to set up and configure, especially for those unfamiliar with accounting software." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___4767891) AK Andros K. Account Manager > "I especially appreciate the automated payment reminders and the ability to accept online payments easily." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6586145) VR Verified Reviewer CEO > "The fact that FreshBooks charges extra to incorporate credit card charging for repetitive invoicing" [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___4890520) JM Joao M. Spinning Instructor > "It also makes it so easy to generate customized invoices to collect monthly payments from our clients." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6477739) VR Verified Reviewer Podcast Manager > "So if you’re looking to have lots of clients or very detailed accounting reports, it may not be the right choice for you." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6014749) HW Hilary W. Owner Operator > "When I first got the program it was very inexpensive and the main thing I liked was my accountant could access all of my stuff." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6811703) SM Sean M. Marketing and operations coordinator > "Customer support is horrible." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___7005391) Adelia D M. Senior Field Service Engineer > "FreshBooks swift integration and compatibility with our other project management products makes budgeting for our projects very easy." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6634501) BA Bryan A. CEO > "Some advanced accounting features such as inventory management or fixed asset tracking are missing from the platform. While FreshBooks provides a range..." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___4662540) EJ Eric J. Consultant > "I liked how easy it was to send proposals, convert them to estimates or invoices, and schedule payments." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___6824738) GM Gauravi M. Learning Designer > "Pricing structure can become expensive eventually for our team as the number of users in a team grows." [See full review](https://www.capterra.com/p/142390/FreshBooks/#Capterra___4963169) [View Reviews](https://www.capterra.com/p/142390/FreshBooks/reviews/) 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/) ## User interface [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/) 4.48 (4,506) 4.53 (285) ## 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 Accounting Integration 207 Important Activity Dashboard 150 Important AI Copilot 120 Important FreshBooks 25/50 - Accounting Integration - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Automated Receipt Matching - Backup and Recovery - Billing Portal - Bulk Send - Client Management - Compliance Management - Contact Database - Contingency Billing - Credit Card Processing - Credit Note - Customizable Branding - Customizable Invoices - Customizable Reports - Customizable Templates - Document Management - Dunning Management - Duplicate Detection - Dynamic Pricing - Email Management - Event Logs - File Encryption - File Sharing - Financial Management - Fraud Detection - Generative AI - Hourly Billing - Invoice Creation - Invoice History - Invoice Processing - Master Data Management - Mobile Payments - Multi-Currency - Multi-Language - Online Invoicing - Payment Processing - Process/Workflow Automation - Project Billing - Projections - Purchase Order Management - Purchasing & Receiving - Quotes/Estimates - Real-Time Data - Real-Time Reporting - Recurring/Subscription Billing - Reminders [See all features](https://www.capterra.com/p/142390/FreshBooks/#features) Canopy Top features 36/50 - Accounting Integration - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Automated Receipt Matching - Backup and Recovery - Billing Portal - Bulk Send - Client Management - Compliance Management - Contact Database - Contingency Billing - Credit Card Processing - Credit Note - Customizable Branding - Customizable Invoices - Customizable Reports - Customizable Templates - Document Management - Dunning Management - Duplicate Detection - Dynamic Pricing - Email Management - Event Logs - File Encryption - File Sharing - Financial Management - Fraud Detection - Generative AI - Hourly Billing - Invoice Creation - Invoice History - Invoice Processing - Master Data Management - Mobile Payments - Multi-Currency - Multi-Language - Online Invoicing - Payment Processing - Process/Workflow Automation - Project Billing - Projections - Purchase Order Management - Purchasing & Receiving - Quotes/Estimates - Real-Time Data - Real-Time Reporting - Recurring/Subscription Billing - Reminders [See all features](https://www.capterra.com/p/150647/Canopy-Tax/#features) ### Recognition No recognitions have been awarded to FreshBooks No recognitions have been awarded to Canopy ### Deployment & support FreshBooks 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 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 ### Company Details FreshBooks - By FreshBooks - Located in Canada - Founded in 2004 Canopy - By Canopy - Located in United States - Founded in 2013 ## Popular Comparisons [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[4.48 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/) vs [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,385)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) $21/month Price $38/month 4.3 Features 4.3 4.5 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/142390-190778/FreshBooks-vs-QuickBooks-Online) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,385)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) $22/month Price $38/month 4.3 Features 4.3 4.5 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/150647-190778/Canopy-Tax-vs-QuickBooks-Online) [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[4.48 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/) vs [PayPal](https://www.capterra.com/p/207944/PayPal/)[4.65 (26,283)](https://www.capterra.com/p/207944/PayPal/reviews/) $21/month Price $0.29 4.3 Features 4.6 4.5 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/142390-207944/FreshBooks-vs-PayPal) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[4.51 (20,610)](https://www.capterra.com/p/174984/QuickBooks-Enterprise/reviews/) $22/month Price $2210/year 4.3 Features 4.4 4.5 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/150647-174984/Canopy-Tax-vs-QuickBooks-Enterprise) [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[4.48 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/) vs [Abby](https://www.capterra.com/p/268623/Abby/)[4.75 (603)](https://www.capterra.com/p/268623/Abby/reviews/) $21/month Price €0.01/month 4.3 Features 4.6 4.5 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/142390-268623/FreshBooks-vs-Abby) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/) $22/month Price $25/month 4.3 Features 4.3 4.5 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/120109-150647/Xero-vs-Canopy-Tax) [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[4.48 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/) vs [Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/) $21/month Price $25/month 4.3 Features 4.3 4.5 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/120109-142390/Xero-vs-FreshBooks) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[4.37 (2,547)](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/reviews/) $22/month Price $1922/year 4.3 Features 4.3 4.5 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/150647-212058/Canopy-Tax-vs-QuickBooks-Desktop-Pro) [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[4.48 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/) vs [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[4.51 (20,610)](https://www.capterra.com/p/174984/QuickBooks-Enterprise/reviews/) $21/month Price $2210/year 4.3 Features 4.4 4.5 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/142390-174984/FreshBooks-vs-QuickBooks-Enterprise) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.22 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/) $22/month Price Contact vendor for pricing 4.3 Features 4.2 4.5 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/135757-150647/NetSuite-vs-Canopy-Tax) [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[4.48 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/) vs [Jobber](https://www.capterra.com/p/127994/Jobber/)[4.58 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/) $21/month Price $39/month 4.3 Features 4.3 4.5 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/127994-142390/Jobber-vs-FreshBooks) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/) $22/month Price $800/year 4.3 Features 4.6 4.5 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/150647-186749/Canopy-Tax-vs-TaxDome)