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Canopy vs.
Jetpack Workflow

See how these two applications compare on setup, daily usage, features, customer service, pricing, and more!

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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.

Ease of Setup: 4/5

Ease of Setup: 4/5

Here at Jetpack, we offer regular webinars and training
sessions, a knowledge base, and a support crew for those who want to set things up themselves. For others who want assistance, we offer personalized setup training and a complete “done for you” service.

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.

Day-To-Day: 5/5

Day-To-Day: 3/5

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.

features: 4/5

features: 3/5

Jetpack Workflow’s features make sure to keep all of your firm’s processes in a single place, but it also helps owners with:

  • Pre-made templates: Templates specific to the processes and services offered by accountants, too.
  • Capacity planning tools: Capacity planning makes it easy to see and better allocate your team and resources, in real-time.
  • Detailed reporting: See how your team is doing, in the moment, so you can know everything is moving along exactly as it should.

  • One of the easiest support numbers to find, directly in their top menu. Although, canopy does offer a knowledge base and support email.

    • Helpful Resources: A nice amount of video tutorials , a Knowledge Base, and a page for product updates to help users take advantage of new features.
    • Fast Response Time: There’s an auto response system if you do reach out, with useful information immediately and a phone number at the top
    • Multiple Methods of Contact: Chat and phone number are prominent, but no quick email address.

customer service: 5/5

customer service: 2/5

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.

  • Helpful Resources: There are more than 30 templates for the processes you likely already do (all accounting specific). And there’s a 14-day free trial so you can get acquainted with our platform.
  • Fast Response Time: We like to think so.
  • Multiple Methods of Contact: Hit us up on the phone, via chat, or in the inbox.

One of the easiest support numbers to find, directly in their top menu. Although, it seems there is no chat option or support email.

  • Helpful Resources: A nice amount of video tutorials (not too much or too little), a KB, and a page for product updates to help users take advantage of new features.
  • Fast Response Time: There’s a chatbot, with useful information immediately and a phone number at the top
  • Multiple Methods of Contact: Chat and phone number are prominent, but no quick email address.

price/cost: 5/5

price/cost: 1/5

There are two unlimited tiers. Both have all of the same workflow features. The “Scale” plan includes our new capacity management and scheduling features to help you run all aspects of your firm.

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.

integrations: 4/5

integrations: 1/5

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.

reviews: 4.8/5

reviews: 4.5/5

We love hearing from our customers! In fact, we collect them on the site.

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.

4.7/5

overall rating

2.6/5

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Workflow software for accountants and
bookkeepers at every level of growth

Ready to ditch outdated legacy systems?

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

Ready to confidently grow and lead your firm?

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

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“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”

Monica Hodgson-Daniels, CPA
Owner and CEO of Garnett and Gold Financial Corporation

Congrats! 🙌

You’ve been selected to get early access to our new workflow software, Kiick by Jetpack Workflow!

Here’s why our revamped product can be a great fit:

  • Beautifully redesigned interface and features.
  • Improve workflows to help manage client work.
  • Done for You setup included for all beta customers. ($1,000 value)
  • Customizable projects to improve client services. (Kiick exclusive)
  • Easily update service templates across clients. (Kiick exclusive)

Interested in a free trial of our revamped platform? Help us shape the future of workflow software and chat with our team to get started ⤵

Take me to Jetpack Workflow Classic instead