# Compare Canopy vs Zoho Invoice 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Zoho Invoice and Canopy based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/150647-163114/Canopy-Tax-vs-Zoho-Invoice --- # Zoho Invoice 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: Zoho InvoiceCanopy2/4 selected [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)[4.7 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) [## Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)[4.7 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/) Starting Price Contact vendor Value-for-Money 4.7 Functionality 4.6 Ease of Use 4.7 Customer Service 4.5 Reviews Sentiment Based on [822 reviews](#user-reviews) Positive 788 Neutral 28 Negative 6 [## 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 74%Fit Missing features Feature ratings Invoice Creation 4.8 Invoice Processing 4.7 Payment Processing 4.5 Credit Card Processing 4.2 Quotes/Estimates NA 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 4.7 User reviews[822](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/) Ease of use 4.7 Functionality 4.6 Value for money 4.7 Customer support 4.5 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 \-- - Free version - Free trial Price starts from $22Per User, Per Month - Free version - Free trial Best for Best for Zoho Invoice is the perfect invoicing tool for freelancers and small business owners. It caters to the needs of every size of business, especially small businesses. 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 JR Julie R. Owner > "What I like most about Zoho invoices is the ability to create custom invoices and send them to my customers." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7047359) MAU Marcos Alberto U. Manager > "On the billing system although it is very complete it can be confusing for some new users, it can be difficult to..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6561443) MM Matthew M. Summer Talent Intern > "Zoho invoice is free for use making it my favorite tool for creating invoices and it makes it easier to track payment." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7052937) SK Shawna K. Executive Director > "Zoho implemented OneAuth that doesn't work so every month when I go to login & send invoices I can't" [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6846447) VR Verified Reviewer Business Manager > "We are able to track our in-house lab invoices which makes it easy for me to calculate month end totals." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7015112) BC Bernard C. Owner > "i can't go mobile yet to make my clients receipts right there when they ask, I have to email them, and they be wanting..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6507519) VR Verified Reviewer Writer > "You can choose from a ton of beautiful and customizable templates, add your logo and even automate recurring invoices." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6326230) VR Verified Reviewer Musician > "It's also a little annoying to set up invoices for time - I work as a musician and often have to bill people for a "call"..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6610151) VR Verified Reviewer Founder of NKS PVT LTD > "With the help of this I was able to send professional invoices quickly along with automatic payment reminders to my..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6462222) SS Sally S. Tutor > "I don’t like that once you set up a customer, you cannot change the monetary unit they are invoiced in once you have sent..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6509776) GS George S. Senior Recruiter > "Zoho Invoice is an exceptional invoicing solution, particularly for freelancers and small businesses looking for a..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6617552) DY Daniel Y. Director > "Difficult to handle invoicing in more than one currency in this free version." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6430866) Sarp O. Founder > "It succeeds in meeting all the needs of managing the very basics of accounting like creating and sending a quote, an..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6653863) DZ Dana Z. Owner > "It is quite a bit confusing at first, trying to figure out how to adjust the email. " [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6819796) MC Mary C. Managing Director > "Simple, high level of functionality, free for first 1000 invoices, genuinely supporting small businesses, excellent demos..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6743628) MAC Miguel A C. Sr. Consultant > "I use it as a replacement for quick-books that has now decided to make even the desktop version a MONTHLY SUBSCRIPTION..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___5051167) NS Natalie S. Senior immigration Advisor > "Zoho invoice is free of charge and it's easy to use the pre made template to create invoce and receipts." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7068498) RR Renato R. Video Production > "Sometimes it can get complicated to understand all the different features and how they work without having to be an..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6649948) VR Verified Reviewer Writer > "It features a dashboard where you can keep track of your business performance with insightful charts and graphs." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6326230) JL Jay L. Owner operator > "Don't like that it will erase your account if not used in 6 months." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6504558) MR Martin R. Owner > "It was an essential tool to access to invoice clients as a small business." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7034907) KM Katleho M. Technician > "Payment options are not so accessible in my country, South Africa." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6294139) ET ELAYNA T. PRESIDENT > "I LOVE THE FACT THAT ITS FREE AND STILL COMES WITH THE ABILITY TO ADD YOUR EXPENCES FOR EACH JOB SITE, AND EVEN OFFERS..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6510942) JAK Jean-Ann K. Manager > "The fact that not all applications are available in the mobile version" [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6279967) CH Christopher H. Owner > "The payment processing is simple and has all the features that I need for my small business." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7009611) VR Verified Reviewer Writer > "You can’t produce financial statements." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6326230) AK Ashfak K. Senior executive > "It provides a clean, user-friendly interface that makes creating and sending professional invoices simple and efficient." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6567410) SG Sunil G. Partner > "Some features are hiding and cannot be found easily." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6730447) AH Alton H. owner > "Zoho has awesome features including different payment gateways to receive credit card payments." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6490643) TS Tiffany S. Accounting > "The Zoho product especially Zoho invoice is costly like hell" [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6613947) VR Verified Reviewer Writer > "With this software, you can send invoices with ease from mobile or web and get paid quickly." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6326230) AV Alan V. Assessor > "Option to email is a little difficult." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6544745) KD Katie D. Human Resources Generalist > "They're the way to go if you want an invoice platform with a almost seamless interface, without paying top dollar." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6488612) Pedro L. CEO > "Since it is not a certificated solution, it cannot be used in many countries where certified invoicing software is..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6186398) Sara B. Accountant > "The way I can crate and manage invoices for all customers is spectacular" [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6641411) Lynda D. business systems strategist > "when a new invoice line is entered, the empty default line remains and has to be deleted" [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4815713) VR Verified Reviewer CRM Manager > "overall experience was very good, i used zoho invoice for sending out the invoices to my clients and vendors and process..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6615579) FF Frances F. Sr. Counsel > "The invoice only allows for products, so time conversions are not the best and are hard to understand." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4787509) VR Verified Reviewer Digital Creator > "I like the fact it's secure by 2FA for the signing." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7019943) VR Verified Reviewer Marketing Manager CRM > "Some features are unusable." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6351595) MM Maxwell M. Director > "Zoho provides a user-friendly interface that allows you to customize various aspects of the applications, such as fields,..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4782455) GC Gina C. Founder/Partner > "I cannot bill different currencies for the same client in different invoices. " [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#SoftwareAdvice___5017042) VR Verified Reviewer CSR > "The platform is customizable, allowing users to set up templates and customize their invoices to fit their branding." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#GetApp___4704707) PR Peter R. Creative > "It's a shame they won't let you delete old customers on the free system but retain invoice history." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#SoftwareAdvice___6053753) Ebbenezer Mziyanda M. Director > "Some of the service I supply are per month while others are per year. With Zoho I can setup an invoice to generate once a..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4790590) AV Andries V. Car services > "Having to retype all the vehicle's details every time they come back for a car service was just painful!Now, it is almost..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#GetApp___4724934) JM Jose M. owner > "i like the options available to create a professional looking invoice away from the office. " [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6250830) RC Raymond C. Director > "I have just had R745.52 taken from my account when trying to use MFA authentication when the notice had said that there..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4775738) SS Sara S. Property Manager > "I also love the level of customization regarding color scheme, logo, etc." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6734251) RS Raziela S. Owner of WMA and Music teacher > "I am unable to link my bank account to zoho invoice because I am based in South Africa." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#SoftwareAdvice___6128302) DA Doreen A. Sales Manager > "I have had an easy time preparing invoices with the software as it deals with all areas of invoicing and reporting thus..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6179502) PS Peter S. Marketing > "Templates does not help much as they most times not exactly what needed like bank details must be on invoice" [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4723641) KD Katie D. Human Resources Generalist > "What's also helpful is the fact that I can craft invoices in different languages." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6488612) Skyler B. Freelance Content Writer > "I don't like the way that the card payments via Stripe appear on the invoice." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4801370) Sergio A. Director > "It has all features needed for freelancer like design of invoice, templates, tracking, etc." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4852169) SG Shauna G. packager > "sometimes have issues." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6668593) JM Jose M. owner > "the ability to use it on a mobile device is a great feature too. " [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6250830) JL Jesse L. Owner > "Some of the reports in the online version are not available in the mobile app." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4712296) RV Rene V. Partner > "We registered our small business and didn't have capital to buy software or anything and with Zoho it was so easy I felt..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6655852) AG Adam G. Deputy executives officer > "the application is slow on mobile phones yet many user are using android phones" [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4971695) SG Shubham G. owner > "so much user friendly and easy going interface with pre seen invoice format seen features after click on getting started..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4708777) VR Verified Reviewer Founder > "The lack of customizability of the templates" [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#GetApp___4768334) BB Brian B. Business Owner > "Professional and its free, makes things very easy with reports and statements for clients etc." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6537865) RS Raziela S. Owner of WMA and Music teacher > "I can't afford the dollar to South African Rand exchange rate per transaction." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#SoftwareAdvice___6128302) Sayma B. It Technician > "The best part about it is it's really direct, starts an invoice once you downloaded the app." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6235113) JH Jessica H. Owner and Designer > "After researching other options, I decided that Zoho Invoice no longer met my growing needs." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4957076) DS David S. Customer Service Representative > "Zoho Invoice makes it super easy to create and send professional invoices." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6692754) KM Karl M. Owner > "cant do qoutes on app without loading new items" [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#SoftwareAdvice___6005134) Sayma B. It Technician > "I've only downloaded the app but it's really great for quick invoices (which I needed)." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6235113) VR Verified Reviewer Director > "Need some custom editors Cannot change sequence in invoice while adding, will have to delete that line and do it again..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4226294) Sanchita J. Technical Support Expert > "Very customizable tool according to the business requirement and needs." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6654042) JB John B. director > "Nothing yet, apart from the factor two authenticator almost locked me out of my system" [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#SoftwareAdvice___4961341) SG Sunil G. Partner > "I am very happy to use this software for my quotes and billing needs." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6730447) Bernard C. Principal Consultant > "Unfortunately, for that feature, Zoho requires an upgrade, which is understandable." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6228337) VR Verified Reviewer Owner > "it is a good app to use for invoicing..." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6765590) AA Arun A. Principal Consultant > "Some features on template were difficult to customize" [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6139795) MR Martin R. Owner > "It is very easy to customize and use." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7034907) BM Barbara M. CEO > "so when I'm needing to do certain things or need certain functionalities whilst on the road..its annoying. " [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4730175) AA Angelo A. Director > "very much appreciate the free access provided to low transaction volume users." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6727935) Ebbenezer Mziyanda M. Director > "The inability to generate payslips." [See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4790590) [View Reviews](https://www.capterra.com/p/163114/Zoho-Invoice/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 4.73 (822) 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 Zoho Invoice 23/50 - 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/163114/Zoho-Invoice/#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 Zoho Invoice No recognitions have been awarded to Canopy ### Deployment & support Zoho Invoice 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 Zoho Invoice - By Zoho - Located in United States - Founded in 1996 Canopy - By Canopy - Located in United States - Founded in 2013 ## Popular Comparisons [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)[4.73 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/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/) $0 Price $38/month 4.6 Features 4.3 4.7 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/163114-190778/Zoho-Invoice-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) [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)[4.73 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/) vs [PayPal](https://www.capterra.com/p/207944/PayPal/)[4.65 (26,283)](https://www.capterra.com/p/207944/PayPal/reviews/) $0 Price $0.29 4.6 Features 4.6 4.7 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/163114-207944/Zoho-Invoice-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) [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)[4.73 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/) vs [Abby](https://www.capterra.com/p/268623/Abby/)[4.75 (603)](https://www.capterra.com/p/268623/Abby/reviews/) $0 Price €0.01/month 4.6 Features 4.6 4.7 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/163114-268623/Zoho-Invoice-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) [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)[4.73 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/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/) $0 Price $2210/year 4.6 Features 4.4 4.7 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/163114-174984/Zoho-Invoice-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 [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) [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)[4.73 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/) vs [Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/) $0 Price $25/month 4.6 Features 4.3 4.7 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/120109-163114/Xero-vs-Zoho-Invoice) [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) [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)[4.73 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/) vs [Bookipi](https://www.capterra.com/p/195165/Bookipi/)[4.76 (176)](https://www.capterra.com/p/195165/Bookipi/reviews/) $0 Price $0/month 4.6 Features 4.6 4.7 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/163114-195165/Zoho-Invoice-vs-Bookipi) [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)