The best Canopy alternatives for accounting practice management

TL;DR:

Top complaints about Canopy: complex pricing, add-on fees, usage restrictions,  missing features, and performance issues
For full-service accounting and tax firms, TaxDome is the most complete Canopy alternative for firm and client management
For solo practitioners and small teams, Financial Cents is the most affordable alternative
For teams that only want task management features, Jetpack Workflow is the simplest option

Canopy is a big name in the practice management software space. It’s a popular choice for solo practitioners and small teams that want to manage higher workloads by simplifying operations. And, while it offers some compelling features, it’s not the right fit for every firm.

A practice management platform should continue to meet your firm’s needs as it grows. 

This is where Canopy customers often encounter problems. Whether it’s missing features, a lack of flexibility, or limited automation, many firm owners feel they outgrow the platform. At which point, they start looking for a Canopy alternative — one that can scale with their advancing needs.

Why do accounting firms look for Canopy alternatives?

With an average rating of 4.5/5 on Capterra, Canopy clearly gets a lot right. That being said, if we dig into the numbers, you can start to see why growing firms might look for alternatives.

Out of 233 reviews, 150 are from solo practitioners and small teams of 2+ members. That leaves 29 reviews from firms with 11-50 staff and 18 from those with more than 50.

This suggests Canopy does a better job of satisfying the simpler needs of solo practitioners and smaller teams than it does for growing firms. And, if we delve into customer reviews, we get a clearer picture of where it falls short:

• Canopy’s modular pricing model means you only get the core management product for $150/month — everything else is charged at an extra cost
• Additional costs for signatures, add-ons, and other features mount up
• CRM contact limits only cover you for 2,500 clients on the standard plan, forcing you to pay more as your firm grows
• Missing features tops the list of complaints from Canopy customers on G2
• Limited client mobile app lacks a built-in chat system and two-way SMS support
• Usability and performance issues including slowdowns and automation delays
• Customer support letdowns with some reports of slow responses and limited support

We can group all of the issues into one, larger problem: scalability. Feature limitations, mounting software fees, and performance issues put a premium on growth. The larger you grow, the more these friction points add up until Canopy feels increasingly restrictive for firms trying to scale.

This is where firms start looking for a Canopy alternative that can take them further.

Best Canopy alternatives for accounting firms (2025)

So, where do you turn if Canopy doesn’t meet your needs anymore — or you simply think it isn’t right for your firm? We’ve drawn together a shortlist of the five best Canopy alternatives to help you choose the perfect platform for your needs:

• TaxDome: the complete practice management platform for full-service firms
• Karbon: team collaboration and accounting workflow automation
• Financial Cents: an affordable entry to accounting practice software
• Jetpack Workflow: simple, affordable accounting workflow management
• QuickBooks Online Accountant: managing QBO clients in one place

Whether you’ve outgrown Canopy as an existing customer, or you simply want to know how the competition stacks up, this should answer all of your questions.

Canopy vs top alternatives (2025)

1. TaxDome

Best for: growing full-service firms that want a complete practice management system

TaxDome is the complete, end-to-end practice management platform. As a Canopy alternative, TaxDome’s clear pricing model might be the first difference you notice.

Take a closer look, and you’ll see it puts a greater depth of features at your fingertips.

It offers the most extensive toolkit for managing your firm, improving client experiences, and driving continuous growth. And, crucially, TaxDome doesn’t put usage limits on key features or force you to upgrade to access the tools you need.

TaxDome key features

• End-to-end automation: run full accounting processes, pipelines, and recurring services on autopilot
• Unlimited CRM: store and manage unlimited contacts in a CRM designed to power accounting workflows
• Proposals and engagements: easily create and customize proposals and engagements, and automatically send them
• Document management: organize and store client files with no caps or extra charges
• Billing and payments: raise invoices, trigger recurring invoices, and send payment reminders automatically
• Unified communication: integrate email, secure chat, two-way SMS, and all communications into one platform
• Branded client portal: create a branded space for clients to easily upload docs, add signatures, and complete other tasks
• Client mobile app: give your clients the top-rated mobile experience on the App Store and Google Play

Greater feature depth means you don’t have to fill gaps with third-party tools, either. You get them all — and everything else a growing firm needs — in one practice management platform.

TaxDome pros and cons

How much does TaxDome cost?

TaxDome offers a clear, transparent pricing structure with no hidden fees or limits on CRM contacts, document storage, or automation workflows.

• Essentials: from $58/month (billed at $700/year per user)
• Pro: from $75/month (billed at $900/year per user)
• Business: from $92/month (billed at $1,100/year per user)

On pricing alone, TaxDome is more affordable than the other platforms in this comparison.

A firm with 10 staff and 500 business clients can save over $65,000 per year by replacing five common tools with TaxDome. To see how much your firm could save, visit our pricing page and try our calculator.

TaxDome integrations

TaxDome is designed to provide everything you need in one system:

• Juno: automate the entire intake and delivery experience in one place with TaxDome’s Juno integration
• QuickBooks Online: integrate with the most popular accounting software for businesses
• IRS integration: request and manage client IRS transcripts directly from TaxDome
• Regional tax integrations: connect TaxDome to regional services like DATEV, Companies House, and Japan’s tax system
• Payment processors: set up automatic payments with Stripe or CPACharge
• Cloud hosting providers: run TaxDome on a managed cloud service with RightWorks or Verito
• Zapier: connect TaxDome to thousands of apps, sync data, and automate tasks

TaxDome reviews

TaxDome scores 4.7/5 from customer reviews on G2 and Capterra. It consistently ranks among the top practice management platforms, recognized for its ongoing support for accounting and tax firms.

What do customers like/dislike about TaxDome?

In 2025, TaxDome ranked as the #1 tax practice management software on G2. It was also named as #1 in Capterra’s 2025 Shortlist for Accounting Practice Management — for the second year running.

Who should use TaxDome?

TaxDome is the only platform that truly unifies firm management, end-to-end automation, and client-facing services. Don’t let providers put a price on the growth with excessive fees or usage limits. Choose the practice management platform that scales with you — and clears growth barriers at every stage

Choose the platform CPA Practice Advisor readers voted Best Comprehensive Firm Workflow Solution two years in a row. The same platform with the top-rated client mobile app on both the App Store and Google Play.

Reasons to choose TaxDome:

✅ Everything your firm needs in one practice management platform

✅ Clear pricing model — no more confusion or hidden fees

✅ Unlimited CRM contacts, document storage, workflow automation, and more

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2. Karbon

Best for: internal collaboration and workflow automation for smaller firms

Karbon is another popular practice management platform, and a direct competitor of Canopy. It’s an improvement in some ways, and not so much in others. Where Canopy seems more interested in client management, Karbon’s biggest strength lies in its internal collaboration features.

The company is expanding features outside of this, but some releases feel incomplete — for example, the lack of a client chat system in its new mobile app.

Karbon key features:

• Workflow automation
• Team collaboration
• Client management
• Client portal
• Time and budget tracking
• Billing and payments

Karbon pros and cons

How much does Karbon cost?

Karbon offers three pricing plans, but you’ll need to pay for the higher tiers to unlock the features most growing firms need:

• Team: $59/month per user (billed annually)
• Business: $89/month per user (billed annually)
• Enterprise: custom pricing

On the Team plan, key features like conditional automations, advanced reporting, and the client portal are restricted. You also don’t get access to most integrations unless you’re on Business or higher. Factor in paid add-ons like reporting modules and e-signature credits, and the total cost can quickly exceed expectations.

Karbon integrations

Karbon includes a strong set of integrations for accounting firms — but there’s a catch. You can only access most of them on its most expensive plans:

• Gmail and Office 365
• Microsoft Exchange
• QuickBooks Online
• Zapier
• Companies House (UK)
• Karbon API

Karbon reviews

Karbon has an average rating of 4.8/5 on G2. Users generally praise the platform’s task management and internal collaboration capabilities. That being said, we see some familiar complaints about pricing, feature limitations, and performance issues.

Although Karbon has expanded its client features in recent years, some customers are disappointed by the lack of depth — particularly, with the CRM and client mobile app.

Given the similarities in complaints about Canopy, you have to question whether Karbon is a viable alternative.

What do customers like/dislike about Karbon?

Who should use Karbon?

Karbon is built for internal collaboration and structured task management. Its strength lies in creating a workspace where internal emails, comments, and tasks live together. But it’s still playing catch-up on client management features. And, in terms of a Canopy upgrade, it doesn’t resolve the issues with missing features, usage restrictions, or expensive upgrades.

Reasons to choose Karbon:

✅ Internal team collaboration is your priority

✅ Firm management is more important than client management

✅ Karbon’s cheapest plan is all you need

3. Financial Cents

Best for: an affordable entry point to practice management software

Financial Cents is a practice management platform designed for smaller accounting firms. It provides a simpler, affordable alternative to the likes of Canopy and Karbon. This simplicity also means it’s a less powerful product.

For small teams, this can offer better value while they grow their client base, but they’ll need to look elsewhere when they’re ready to go to the next level.

Financial Cents key features

• Task management
• Workflow automation
• Client CRM
• Client portal
• Document management
• Time tracking
• Recurring tasks

Financial Cents pros and cons

How much does Financial Cents cost?

Financial Cents offers four plans, starting with a low entry price for solo practitioners. However, the platform’s most powerful features are reserved for its more expensive plans:

• Solo: $19/month per user (billed annually)
• Team: $49/month per user (billed annually)
• Scale: $69/month per user (billed annually)
• Enterprise: custom pricing

Most integrations, automations, and collaboration features are only available on the Team plan or higher. Also, keep in mind that custom onboarding services range from $500-$1,000.

Factor this in, if you need help with migrating from another platform or setting up key features like workflow automations.

Financial Cents integrations

Financial Cents offers a surprisingly broad integration set for a lightweight tool. Again, the catch here is that most of them are only available on the Team plan or higher.

• QuickBooks Online
• Gmail and Outlook
• Google Drive and OneDrive
• Adobe Sign
• Anchor
• Zapier

Financial Cents reviews

Financial Cents also has an average G2 rating of 4.7/5. This is why we have to analyze customer feedback in detail — otherwise, all of these tools look very similar. In reality, Financial Cents is unlike any other tool we’ve looked at so far.

Generally speaking, customers who are happy with the cheaper plans raise fewer concerns about these limitations. It’s customers who reach the limits of those plans or start upgrading to the Teams plan, or higher, who complain about feature limitations.

What do customers like/dislike about Financial Cents?

Who should use Financial Cents?

Financial Cents is a great starting point for firms that want to leave spreadsheets behind and track recurring. However, Financial Cents is a downgrade from Canopy in most regards. If you’re an existing Canopy user and you’re looking for a more advanced product, this isn’t it.

On the other hand, if you’re a solo practitioner looking for a simpler, cheaper alternative, then this is a good place to start.

Reasons to choose Financial Cents:

✅ You’re looking for a simpler alternative to Canopy

✅ You want a softer introduction to practice management software

✅ Canopy is significantly out of your price range

4. Jetpack Workflow

Best for: simple, affordable accounting workflow management

Jetpack Workflow is a simple practice management tool that helps accounting professionals and small teams automate processes. This is the simplest tool we’re looking at today, so it’s not an upgrade from Canopy in terms of features. It’s an alternative for sole practitioners and small teams that want a straightforward automation tool.

Jetpack Workflow key features

• Workflow automation
• Project management
• Team management
• Task prioritization
• Unlimited clients and contacts

Jetpack Workflow pros and cons

How much does Jetpack Workflow cost?

Jetpack Workflow keeps things simple with one flat-rate pricing plan that includes access to all features:

• Monthly: $45/month per user
• Annual: $30/month per user (billed annually at $360/user)

You simply choose whether you want to pay monthly or yearly and forget about any complications. It’s a simple tool with an equally simple pricing model.

For firms that want additional help getting set up, Jetpack offers custom onboarding services starting from $299. This includes one-on-one setup sessions, workflow configuration, and template support tailored to your firm.

Jetpack Workflow integrations

Jetpack Workflow doesn’t include any native integration options other than Zapier. This means you’re reliant on Zapier for integrating with any third-party tools, and you have to pay for the appropriate plan to cover your monthly needs.

Jetpack Workflow reviews

Jetpack Workflow scores 4.2/5 from 12 customer reviews on G2, so we’re working with limited insights here.

While Jetpack Workflow is great at what it does, some clients found its limited features and focus to be an issue as they scaled, prompting them to look elsewhere for a more complete solution.

What do customers like/dislike about Jetpack Workflow?

Who should use Jetpack Workflow?

Jetpack Workflow focuses on the basics — and does them fairly well. It’s built for accountants who want to stay on top of client work and small teams looking to manage workloads.

This isn’t a step up from Canopy if you’re looking for a more complete system. It’s a simpler option for solo practitioners and small teams that want an easy, affordable productivity boost.

Reasons to choose Jetpack Workflow:

✅ Simple, affordable workflow tracking and automation

✅ An easy upgrade from spreadsheets

✅ A modest productivity boost from an easy-to-learn tool

5. QuickBooks Online Accountant

Best for: adding basic practice management features to QuickBooks Online

QuickBooks Online Accountant  is Intuit’s take on practice management software. It’s designed to integrate with QuickBooks Online (QBO) and give accountants a platform to manage all of their QBO clients in one place.

The catch is that your clients have to use QBO for you to add them to your QuickBooks Online Accountant system. Essentially, become a referral partner for Intuit to get more businesses using QBO.

QuickBooks Online Accountant key features

• Bookkeeping tools
• Team and work management
• Client management
• Client reports
• QBO integration

QuickBooks Online Accountant pros and cons

How much does QuickBooks Online Accountant cost?

QuickBooks Online Accountant itself is free, but you have to sign your clients up for QBO to add them to the system. They either have to pay for their QBO subscription or you can pay on their behalf and add the fee to their bill.

The good news is, you can get clients a discount rate for QBO:

• Simple Start: $13.30/month per client (billed annually)
• Essentials: $19.60/month per client (billed annually)
• Plus: $28/month per client (billed annually)
• Advanced: $53.20/month per client (billed annually)

QuickBooks Online Accountant integrations

QuickBooks Online Accountant fully integrates with the Intuit ecosystem, but offers little beyond that:

• QuickBooks Online
• QuickBooks Payroll
• ProConnect Tax
• Lacerte

QuickBooks Online Accountant reviews

QuickBooks Online Accountant has an average rating of 4.4/5 on G2 from 84 reviews. Keep in mind that some of the reviews appear to be from businesses using QuickBooks Online, rather than accountants themselves who are using QuickBooks Online Accountant.

For the most part, accountants who are happy to stay within the realms of QuickBooks Online enjoy the simplicity of an integrated ecosystem.

Weak firm management features top the list of complaints, but some customers also encounter problems with customer support.

Who should use QuickBooks Online Accountant?

QBOA is a natural fit for firms already living in the QuickBooks ecosystem. It’s not a complete practice management system, but it provides helpful tools for tracking clients, managing workflows, and collaborating.

The problem is, it’s only a realistic Canopy alternatives if all of your clients are using QuickBooks Online

Reasons to choose QuickBooks Online Accountant:

✅ Clients already use QuickBooks Online

✅ Lightweight practice tools at no extra cost (to you)

✅ A stepping stone between QBO and practice management software

Which Canopy alternative is right for your firm?

Now that we’ve looked at the best Canopy alternatives, the question is: which one is right for your firm? As we’ve covered a lot of ground in this comparison, let’s start by reviewing the feature offering from Canopy and our recommended alternatives:

Feature comparison: Canopy vs alternatives

At a glance, these tools all look very similar when you browse their websites, but the differences are clearer when you start comparing features. The other distinction is that some of these tools are better suited to certain types of practice than others.

So, which tool is the best option for full-service accounting firms, or small teams, or sole practitioners?

Best for full-service accounting firms (10-50)

Best for small teams (2-5)

Best for solo practitioners

The overall winner? TaxDome. It provides firms of all sizes with a complete practice management platform without the feature limitations or pricing headaches.

The simple pricing model, comprehensive toolkit, and the unlimited CRM and doc storage are part of a bigger commitment. To push your firm forward by removing growth barriers, simplifying processes, and helping everyone on your team fulfill their potential.

If this sounds like the Canopy alternative you’ve been waiting for, book your TaxDome demo today.

Frequently asked questions

What are the best alternatives to Canopy for accounting firms?

The top alternatives are TaxDome, Karbon, Financial Cents, Jetpack Workflow, and QuickBooks Online Accountant.

Why should I consider switching from Canopy?

Many firms outgrow Canopy’s modular pricing and usage caps. Others seek deeper automation, more predictable pricing, or better scalability as their teams grow.

Why is it so difficult to get client management and client-facing features in one tool?

It’s not easy to build a product that delivers complete toolkits for firm management and client-facing features. We know, because TaxDome is the only platform that gives you the most comprehensive features for both firm management and client management.

Is it hard to migrate off Canopy to another tool?

It depends on how much data, workflows, or custom configuration you use. More importantly, it depends on who you switch to and how much help they provide during the onboarding process (always check for onboarding fees).

Can TaxDome fully replace Canopy for growing accounting firms?

Yes. TaxDome offers a broader, more integrated feature set (CRM, workflows, billing, communication, reporting) with fewer usage limits. Its design aims to reduce reliance on multiple tools.

Does TaxDome have mobile apps for both the firm and clients?

Yes. TaxDome has mobile apps for both the firm and clients — the top-rated client mobile app on both the App Store and Google Play.