See how these two applications compare on setup, daily usage, features, customer service, pricing, and more!
See why 7,000+ happy accounting professionals rely of Jetpack Workflow to make sure client work gets done on time.
Jetpack Workflow wants to be the hub of your accounting firm. Our platform isn’t just for accounting firms, but firm owners like you. At the end of the day, you want your business to run smoothly, clients to be happy, and to have the time to do things outside of the office. (Without feeling guilty and overwhelmed!) How do we here at Jetpack fare against the serious seven criteria?
Canopy labels itself as a “practice management software” for accounting firms. The feature set includes the typical project management and document tools, but also includes things like a CRM and some communication capabilities. Their strength is in e-signature and client portals. Customer support, workflow, and task management seem to be on the weaker end. Now, let’s take a closer look at Canopy.
Canopy creates an easy migration environment, with detailed explanations to transfer files from a number of different accounting programs. In addition to this, they also have a migration team ready to help any firm implementing their tools. There is also a knowledge base and set of tutorials for users.
After you use our accounting-specific templates to document each service and process in your firm, it’ll be hard not to keep coming back. Plus, our reporting shows you exactly where your team is at and helps you to ensure nothing slips through the cracks.
The day-to-day ease of use seems to be one of the benefits of Canopy, with users giving it a 4.5/5. That said, one complaint from many reviewers is that the tasks feature seems a bit clunky. Because the task feature is so foundational but received poor reviews, the highest score was a 3. In addition, points were deducted from workflow specifically since they are more focused on CRM and client portals.
Jetpack Workflow’s features make sure to keep all of your firm’s processes in a single place, but it also helps owners with:
One of the easiest support numbers to find, directly in their top menu. Although, canopy does offer a knowledge base and support email.
We have phone, email, and chat support. You can also get a hold of our support team directly in the app, where you may be experiencing an issue.
One of the easiest support numbers to find, directly in their top menu. Although, it seems there is no chat option or support email.
Canopy’s pricing is based on “contacts” or clients and leads in your pipeline and features. (It’s kind of like an email marketing platform’s pricing model.)
With Canopy, there is a $200 implementation fee and a 200 client minimum. They then charge $2.50 per client
For additional modules like workflow, there is a per user fee on top of a contact fee.
There is also an implementation fee for new users, and you cannot purchase with the workflow module without first purchasing the client portal system.
Jetpack features integrations, including those on Zapier, to connect all of the tools you currently use in your business.
Canopy is on Zapier (currently in Beta) and that is where you handle all integrations.
Canopy has a mixed bag of reviews. Customer service seems to be an issue in several negative reviews, although it is always best to review the latest support updates and feature updates a company makes.
From clunky to clarity, Monica uses Jetpack Workflow to hit every deadline.
Monica Hodgson-Daniels, CPA
Owner and CEO of Garnett and Gold Financial Corporation
Since using Jetpack Workflow, Jody’s team of 40+ has seen a 4% increase in gross profit, resulting in an $280,000 increase for his firm!
Jody Grunden, CPA
Co-Founder & CEO, Summit CPA