Are you looking for alternatives to Canopy practice management software? If YES, then this article is for you with other powerful alternatives that empowers your practice.
Canopy is a cloud-based practice management solution that caters to mid-size accounting and tax firms. Canopy is known for its features designed to streamline accounting processes, manage client relationships, and facilitate tax preparation. However, despite its offerings, you may find yourself considering a change for several reasons.
Perhaps you've encountered limitations in Canopy's functionality or maybe you're seeking a more user-friendly interface that enhances productivity and collaboration within your team. Or you might be exploring Accounting Practice Management Software that better align with your budget. Whatever it may be, there are some really interesting Canopy alternatives on the market.
From 2023 to 2030, the Accounting Practice Management Software Market is projected to grow 7.8%, to reach USD 1.2 Billion - showing us the demand for change loud and clear. A rapidly evolving industry like this expects accountants and tax professionals to be more efficient, seamless with their clients, and agile. For this reason, we've put up a list of the best 10 practice management software, each with their key features that we think are exactly what your accounting firm needs.
Let's dive right in.
Why You Might Consider Canopy Alternatives?
Here are some reasons why you might consider an alternative to Canopy client management software.
Better Workflow Automation: Canopy alternatives may offer better workflow automation which might be better suited to your accounting firm. Workflow automation keeps tasks moving from one step to the next without you having to keep an eye on them all the time. This can speed up your accounting work and help you meet deadlines more easily.
Cost- Effectiveness: Price matters. For a team of 10 and say 500 clients, Canopy project management software charges $1,085/month which is $13,020 a year! This price range may not be affordable for everyone. But Canopy alternative options often come with competitive pricing plans that can be utilized without putting a lot of burden on your finances. For example, Cone Accounting Practice Management Software offers the same or better value at $130/month which is 90% lower than Canopy.
Tailored Solutions: Different businesses have different needs. While Canopy might be a great fit for some, alternatives offer tailored solutions that better match your specific needs and requirements. Choosing software that aligns closely with how you operate can significantly improve efficiency and productivity.
Integration Skills: The ability to seamlessly integrate several tools is essential for efficiency. Strong integration features are also provided by Canopy alternatives, enabling you to link with other crucial software. This reduces the possibility of errors and saves time by optimizing workflow efficiency and streamlining data sharing.
Scalability and Customization: Your software requirements may change as your company expands. Selecting flexible and configurable practice management software enables you to adapt to your needs without having to move to a new platform. Seek substitutes that are adaptable enough to your company's expansion and distinct procedures.
User Experience and Support: User experience is key to successful software adoption. Other options make sure their interfaces are user-friendly and offer lots of help, so you and your team can use the program to its fullest. Also, having good customer support means you can quickly solve any issues and make the most of what the software can do.
Specific Needs: Every firm has unique needs. Explore alternatives if you require specific features not offered by Canopy task management software, such as advanced reporting, or integration with industry-specific tools.
What To Look For In A Canopy Alternative?
It's important to take a number of things into account while looking for a Canopy substitute to make sure the program you select satisfies your unique requirements and tastes.
Collaborative Client Portals: Imagine a system that provides a sense of control and connection for both you and your clients. That's precisely what we're seeking. Look for features like interactive dashboards, encrypted document sharing, and real-time chat that let clients stay informed and track their progress.
Interesting Proposals: A good proposal feature should allow you to customize your proposals to fit the specific needs of your clients. Look for software that offer customizable templates, branding options, and the ability to tailor proposals to individual clients or projects so that you don’t need to make another purchase on a proposal software.
Integrations Particular to Your Industry: Does your practice serve a specific niche? If yes, look for software that provides easy integration with platforms and tools tailored to a certain sector. The more software the accounting alternatives integrate with, the better.
Intuitive: No two are alike! Look for software that allows you to do your job without a huge learning curve. Look for software that has a simple and minimal interface. Your team should be able to navigate it by themselves, without much training.
Migration and Training: Check whether the company offers migration services for your existing data. Additionally, you will have to train your staff to use the new tool. Check whether the software company offers training for your team, including the associated time and cost. Advanced Data Security And Compliance: Security is crucial in the current digital environment. To guarantee the protection of the information about you and your clients, select software that offers multi-factor authentication, strong data encryption, and frequent security assessments.
Cost and Pricing Structure: Why is cost important to consider? Because as your business grows, your revenue grows, your team grows, and your costs will also grow. So see how much the alternative program will cost, taking into account implementation fees, subscription fees, and any other expenses for support services or add-on features. Select a solution like Cone that is cost-effective, fits within your budget, and provides transparent pricing.
10 Best Canopy Alternatives Software For Accountants And Tax Practitioners
Let us have a look at the 10 best Canopy alternative software for accountants and tax practitioners.
Cone
One of the best canopy alternatives, Cone stands out as a unique accounting practice management software, offering all-in-one - accountant CRM, proposals, and practice management software. Cone Practice Management Software elevates an accounting practice with a modern and easy-to-use platform for CRM, proposals, projects, workflows, billing, invoicing, email management, and more at a fraction of the cost compared to any alternative out there ($13 per user/month). Sign up now!
From client relationship management (CRM) to proposal, accounting engagement letters and accounting project management, time and billing software for accountants to email management, Cone’s comprehensive suite of tools uncomplicates every aspect of accounting practice management.
Best Features:
No separate Proposal Software: Efficiently manage proposals, engagement letters, invoices, and client billing within a unified platform. Kick-off projects as soon as the engagement is signed, without the need for manual intervention. Learn more about all the different alternatives for proposal software for accountants if you want to evaluate Cone with other options.
Project Management On Autopilot: Project management becomes easy with Cone's user-friendly platform. With the Cone automation feature, your business can grow and be more efficient if you automate your tasks and projects.
Integrated Email Management: Revolutionize email management by integrating it directly into Cone's platform. Accountants benefit from a unified inbox where client emails can be accessed, managed, and tracked seamlessly. This integration enhances communication, reduces the risk of overlooked messages, and ensures timely responses.
Comprehensive CRM Capabilities: Effectively manage clients with Cone's comprehensive CRM capabilities. Access all necessary client information, documents, and action items in one place, enhancing overall client relationship management.
Document Management: Forget hunting through different systems for client files. Cone provides a centralized document management system, allowing easy access to critical files within a secure environment.
Custom-Branded Client Portal: Enhance the client experience with Cone's custom-branded client portal. Communicate, share documents, obtain e-signatures, and handle invoicing securely and efficiently.
Time Tracking and Invoicing: The time-tracking feature of Cone ensures accurate billing and seamless invoicing and increases team productivity. Gain valuable insights with reporting capabilities to guide your firm's strategies and growth.
Reporting and Insights: Improve firm efficiency and make informed decisions with Cone reporting capabilities. Track key metrics, analyze data, and gain valuable insights to guide your firm's strategies and growth.
Effortless Billing Processes: Simplify billing processes with Cone's Practice Management Software. Create professional invoices, manage payments, and streamline receivables effortlessly.
Key Features:
- Leads management
- Sales pipeline
- Proposals
- Engagement letters
- Flexible drag & drop editor
- Templates
- Invoicing and Billing
- Integrations with accounting software
- Workflow automation
- Customer onboarding
- Task management
- Automation
- Time tracking
- Client Portal
- Email management
- Reporting..and a lot more
Pricing:
Cone has a free tier to get started for a single user and provides a free trial for larger teams. Prices start at $13 per user/month which is the most cost-effective option. Sign up now!
Learn more about accounting practice management software alternatives in the UK.
Karbon
Karbon is a collaborative project management tool released in 2015 that is designed specifically for accounting firms. It facilitates the organization of your firm's planning, client tasks, and communication while standardizing routine processes. Through Karbon, you gain the ability to oversee your accounting firm seamlessly from a centralized platform.
Best Features:
Advanced Collaboration Tools: Karbon integrates email, discussions, tasks, and workflows into one centralized platform. Its unique features, such as mentions for targeted notifications, Kanban boards for visualizing project progress, and checklists for task management, promote efficient teamwork and accountability.
Integrated Email Management: With integrated email, all client communications are effortlessly organized alongside internal discussions and tasks, providing complete visibility and context for every team member. Additionally, the platform's activity timelines and email actions streamline collaboration and decision-making, while email comments enable contextual discussions right within the communication thread.
Workflow Automation: Karbon's automation features help streamline repetitive tasks and workflows. This not only saves time but also minimizes errors linked with manual tasks. Karbon's workflow automation adjusts to each user's specific needs, providing a customizable and adaptive solution.
Calendar Integration: Whether you use Google Calendar or Outlook Calendar, Karbon lets you connect seamlessly, so you can see everything at a glance. Once connected, you can schedule, join, and manage your meetings right from Karbon, along with planning your other work tasks.
Karbon AI: Karbon AI allows you to swiftly summarize extensive email conversations, compose or rewrite emails in the appropriate tone, and even set up tasks directly from your emails. Also, tight safety measures keep it safe and secure, so you do not have to worry about your data.
Key Features:
- Automatic Client Reminders
- Task Automation
- Industry Integrations
- Budget vs Actual Reporting
- Integrated Email
- Team Collaboration Tools
- Workflow and To-Do Lists
- Dedicated Karbon Contact
Pricing:
Karbon offers flexible pricing plans to meet the needs of accounting firms:
- Team: $59/month per user if paid annually or $79/month per user if paid monthly
- Business:$89/month per user if paid annually or $99/month per user if paid monthly
- Enterprise: Custom Pricing
TaxDome
TaxDome stands as a secure haven for document management, offering tax, accounting, and bookkeeping professionals a centralized hub to securely store, manage, and share documents. This comprehensive Canopy alternative ensures organized and easily accessible files, featuring e-signatures, a client portal, and CRM functionalities.
Best Features:
Branded Client Portal and Mobile App: TaxDome offers a client portal and mobile app that improves how clients interact with their accountants. With features like document exchange, e-signatures, invoicing, and secure messaging, this platform makes client communication smoother and reduces administrative costs.
TaxDome Marketplace: The TaxDome Marketplace is like an app store for accountants. It's a central hub where accountants can access templates, download multimedia-rich resources, and even contribute their own creations.
Customizable Digital Intake Forms: TaxDome's intake forms make it easy for clients to provide information online. These forms can quickly fill in previous responses, cutting down on data entry time and improving client satisfaction.
Multilingual Platform: TaxDome is used by firms in over 25 countries, with clients from 94+ countries. The platform is available in multiple languages, including English, Spanish, and six others. This makes project management easier for global firms and their clients.
Powerful CRM: No more combing through emails or spreadsheets to discover what you need—it's all right there on the CRM dashboard. TaxDome's CRM manages client connections and accounts, catches new leads and opportunities, and even processes payments. Plus, you can customize it to fit your firm's needs, with features like custom fields, tags, and filters.
Key Features:
- Unlimited e-signatures and KBA
- Unlimited contacts CRM
- Time and Billing (ACH, BACS, SEPA, Credit Card)
- Proposals and recurring invoices
- Client forms, organizers and engagement letters
- Native PDF Editor
- Client Mobile App Firm Wiki (SOPs)
- Calendar integrations
- White-labeled website
- Advanced training sessions
Pricing:
TaxDome's pricing model is transparent and user-friendly, designed to empower practices without hidden fees or limits.
TaxDome costs $50 per user each month, payable annually. It also offers a 14-day free trial to its users.
Financial Cents
Financial Cents is a software solution that came onto the market in 2018 for managing accounting practices, specifically designed to streamline processes such as data collection, project handling, team collaboration, and task management for bookkeeping and accounting firms, all within a centralized platform.
Best Features:
Client Database: Financial Cents offers a handy Client Database feature that helps accountants organize and access client information easily. It lets users store client details, transaction history, and communication records securely in one place.
Time Tracking And Invoicing: Financial Cents makes it simple to track hours, keep an eye on project deadlines, and create professional invoices. This feature boosts accuracy and makes invoicing easier, saving time for accountants.
Email Integration: With real-time email syncing, Financial Cents ensures that all important communication is easily accessible. This helps teams collaborate better and reduces the chance of missing important information. Integrated emails improve efficiency, minimize oversights, and keep accounting practices connected.
Due Date Tracking: Instead of searching through each client's details to find out when their work is due, TaxDome organizes your projects by their due dates automatically. This way, you can easily see which projects are coming up soon and which ones are overdue, all in one convenient dashboard.
Workflow Templates: These templates outline the steps needed to finish client and administrative tasks efficiently, saving time and ensuring consistent quality across all projects. They're especially helpful for new team members who might need some extra guidance. With over 40+ templates available right from your workflow dashboard, you can quickly access pre-made setups for monthly bookkeeping, tax returns, and onboarding tasks.
Key Features:
- Activity dashboard
- Auto-follow-ups for client tasks
- Customize client task emails
- Emails triggered by tasks
- Approval process control and approval workflow
- Client management and client portal
- Collaboration tools
- Customizable branding and reports
- Customizable templates
- Time tracking
- 5000+ integrations
Pricing:
Financial Cents offers two pricing plans with different features:
- Team Plan: $39 per month per user (Billed annually) and $49 per month per user (Billed monthly)
- Scale Plan: $59/month per user (billed yearly), $69/month per user (billed monthly).
Once you've logged in, you can begin your free 14-day trial.
Mango Practice
Mango Practice Management is an online software specifically made for accountants to handle their workflow efficiently. It covers essential tasks like tracking time and expenses, creating invoices and reports, offering client portals, enabling electronic payments, managing schedules across the entire firm, and keeping track of due dates.
Best Features:
Project Dashboard: Mango's project dashboard makes task management easy. With just a few clicks, you can access filtered projects or tasks. The dashboard shows project statuses in real time, so you can follow up where needed and prioritize tasks effectively. Tasks can be sorted by due dates, review status, team members, or customized tags, ensuring nothing gets missed.
Project Templates: These templates serve as a starting point for customizing and creating your own personalized templates. You may simply clone templates and use them for one or more projects, saving time and ensuring consistency.
Deadline Management: Mango's deadline tracking tool is ideal for accountants, particularly during tax season. It includes pre-set IRS tax return due dates for forms 1040, 1065, and 1120, making it simple to get started, even with several tax tasks. You can keep track of weekly, monthly, and annual deadlines, as well as one-time events, which helps reduce errors and data entry.
Client Portal: Mango Practice has a client portal function that streamlines your firm's interactions with clients. With Mango Practoce, you can create a smooth experience for clients, allowing them to access invoices, service records, and other critical information without your assistance.
Mango Share: Mango Practice provides MangoShare, a secure file-sharing solution that enables sending files quickly, safely, and easily for both you and your customers. MangoShare offers the best of both worlds: the security of a portal and the simplicity of email. You may be confident that your client's information is secure, allowing you to comply with the law without losing the convenience of use.
Key Features:
- Automates the carryover of last year's information and internal payroll deadlines like forms 941 and W-2
- Integrates seamlessly with QuickBooks and other popular tax software
- Attach notes to tasks to enable seamless communication
- Separate deadline notification screen
- Branded invoicing
- Recurring invoicing
- Credit card processing
- Time tracking tools
- Scheduling and appointments
- To-Do lists
- Expense management
Pricing:
The three paid plans of Mango Practice are as follows:
- Basic plan - $35 per user/month
- Plus plan - $55 per user/month
- Pro plan - $69 per user/month
All plans are billed annually. Users can also schedule a demo before choosing a paid plan.
Aero Workflow
Since its launch in 2008, Aero Workflow is another option for streamlining task tracking, client communication, and performance monitoring. Its user-friendly interface facilitates seamless cooperation among team members, ensuring deadlines are met and clients are satisfied.
Best Features:
Aero Library: The Aero Library is a helpful resource that offers lots of templates and guides to improve your accounting and bookkeeping services. It includes checklists and detailed guides to help you set up your Aero Workflow account and provide ongoing support. You'll find everything from onboarding new clients to handling year-end tasks and tax returns, making sure you deliver top-notch services every time.
Organize Recurring Tasks: Aero Workflow enables you to schedule recurring tasks, ranging from daily to yearly, avoiding the need to manually reset them. Assigning tasks and tracking deadlines are straightforward, ensuring that everyone understands what has to be done and when.
Aero Advisory: Aero Workflow includes Aero Advisor, a feature that allows accounting and bookkeeping organizations to improve their services by systematizing their consulting procedures. With Aero Advisor, firms can deliver process advisory services in an organized and interactive manner, creating guides and templates that can be easily shared across all managed accounts. Any updates or changes made to these resources are automatically synced with all managed accounts, ensuring consistency and efficiency.
Integrations: When you link Aero with QuickBooks Online, your client information moves back and forth smoothly, so you don't have to type it all in twice. It also works with Connect My SaaS, helping you integrate and automate different apps to improve your business. Aero also teams up with Zapier, letting you automate tasks across tons of apps without any coding. And if you use Office 365, Aero can filter your client emails, letting you read, reply, and track time all in one place.
Integrated Time Tracking: Aero Workflow's time tracking feature automatically records staff activities like tasks, emails, and client calls. This gives you valuable data to monitor client work and track progress in real time, no matter where your team or clients are located. You can stay on top of deadlines and manage tasks effectively to avoid going over budget.
Key Features:
- Time information can be seamlessly synced with QuickBooks Online, QuickBooks Time
- 20+ customizable reports
- Unlimited customers, tasks, templates and contacts
- Over 150 pre-built checklist templates
- Connect Aero with over 750 apps using Zoho flow
- No charge to use API
Pricing:
Aero Workflow, although on the costlier side, offers many features. It offers three paid plans.
- The startup plan is $135 billed monthly and $108 when billed annually
- The growth plan is $250 billed monthly and $200 when billed annually
- The Scaling plan is $365 billed monthly and $295 when billed annually
Users can try a 30-day free trial.
Jetpack Workflow
Introduced in 2014, Jetpack Workflow is project management software aimed primarily at accounting and bookkeeping organizations. Recognizing the industry's particular issues, Jetpack Workflow streamlines work management, document tracking, and client communication with features like customized templates, real-time progress tracking, and simple interfaces with other programs.
Best Features:
Workflow Optimization: Jetpack Workflow helps make accounting workflows easier to manage, breaking them down into smaller steps to boost team productivity.
Custom Work Templates: Save time and make work easier with custom templates that you can create in just seconds. Jetpack Workflow also offers 70 pre-made templates to choose from.
Exceptional Customer Support: Get top-notch support and help getting started with Jetpack Workflow, all included at no extra cost. Their team of accounting workflow experts typically responds in just 10 minutes.
Integration with 2000+ Apps: Easily connect Jetpack Workflow with over 2000 other apps using Zapier, making it even more versatile and useful for your team.
Cascading Task Deadlines: Stay on top of deadlines with automated reminders and a prioritized to-do list. The cascading deadline view helps you see what needs to be done first, ensuring tasks are completed on time.
Key Features:
- Monitor team progress in real-time
- Scalability support
- Unlimited jobs, documents and clients
- Team collaboration and management
- QBO and Zapier integration
- Live chat, phone, and email support
- Drag and drop scheduling view
- Budgeted time and pacing reports
- Bulk work reassignment option
Pricing:
Jetpack workflow offers 2 pricing options:
- Organize plan is $56 when billed monthly and $45 when billed annually
- Scale plan at $63 when billed monthly and $49 when billed annually
Users can go for a 14-day free trial to test its features.
Teamwork.Com
Founded in 2007, Teamwork.com is a general project management software (not specific to accounting) for client services businesses, offering tailored solutions for agencies, consulting services, and IT services. With comprehensive features to manage client work, plan projects, and allocate resources efficiently, Teamwork ensures that every task, timeline, and billable minute is accounted for. It also integrates seamlessly with a variety of tools, providing flexibility and convenience.
Best Features:
Retainer Management: This feature helps teams keep track of recurring revenue while managing changing budgets. Users can see budget numbers in real time and adjust as needed during the retainer period. The platform shows the whole retainer lifespan, so users can understand budget changes and make smart decisions to keep projects on track.
Resource and Workload Management: Teamwork.com's resource management feature helps teams use their resources wisely to finish client work on time and within budget. The workload planner shows how much work each team member can handle, so managers can assign tasks easily and prevent delays. Teams can also adjust priorities quickly to meet deadlines or changes in plans.
Create Professional Documents: Teamwork.com's Engage feature spice up collaboration and impress clients. With its editor, you and your team can whip up documents together in real-time, with no sweat. Plus, you can up your insert videos, images, and even charts to keep everyone hooked by creating interesting yet professional documents.
Team Collaboration: Teamwork.com enables seamless collaboration with features like an activity stream for updates, @mentions for targeted notifications, and page comments for discussions. Further, public page sharing facilitates collaboration with external partners, and reactions provide feedback insights.
Easy Integrations: Teamwork.com works smoothly with many other tools, making teamwork easier. With integrations like HubSpot, Slack, and Microsoft Teams, users can create projects, tasks, messages, and events from their favourite platforms. Partner apps like Skyvia and Bybrand make it even easier to share data and manage email signatures, boosting productivity.
Key Features:
- Time budgets and reports
- Financial budgets
- Track fixed and one-off expenses
- Billable and cost rates
- Custom field solution
- Workload management
- Resource scheduling
- Project health reports
- Profitability reports
- Utilization reports
- Create automation
- Custom branding
- Storage up to 250GB
Pricing:
Teamwork offers a free plan for up to 5 users. The paid plans per user per month are as follows
- Starter plan is $8.99 if billed monthly and $5.99 if billed annually
- Deliver plan is $13.99 if billed monthly and $9.99 if billed annually
- Grow plan is $25.99 if billed monthly and $19.99 if billed annually
Asana
Asana, which was officially introduced in 2012, is a popular general project management platform designed to help all types of teams with job administration, tracking, and organizing. Asana enables a wide range of users—individuals, teams, businesses, and remote teams—to stay connected and productive even when they are working from different locations.
Best Features:
Project Management: Asana's Project Management feature helps teams track work from start to finish. Teams can stay organized, meet deadlines, and better understand their duties if all projects and tasks are kept in one location. This promotes exposure and accountability, allowing everyone to understand what has to be done.
Asana Intelligence: Asana uses AI to help teams get clearer insights and scale their work better. Features like Smart Goals, Smart Status, and Smart Answers make strategic planning faster, provide detailed updates on tasks, and offer timely advice to overcome obstacles and reach goals.
Task management: Asana's task management feature is your go-to tool for keeping your team in sync. Assign tasks with clear deadlines and start dates, and break them down into smaller subtasks for easier handling. With automated rules and templates, you'll save valuable time, while approvals ensure tasks are completed accurately.
Seamless Communication: Asana's communication feature keeps your team connected and productive. Asana allows users to comment directly on tasks to clarify details and mention teammates for seamless collaboration. Asana supports multiple languages and offers rich text formatting for clear and organized communication
Goals and Reporting: With Asana, teams can link their work directly to company goals and track progress in real time. This helps everyone stay focused on what matters most and ensures that tasks align with company priorities. Asana also offers features like goals, reporting dashboards, and portfolios to visualize work status, monitor projects, and collaborate effectively.
Key Features:
- Integration with over 270 apps
- Collaborate with up to 500 teammates
- 20 portfolios
- 25,000 Automations per month
- Custom project templates
- iOS and Android mobile apps
- 100+ free integrations with your favourite app
- Private teams & projects
- Time tracking with integrations
- Forms branching & customization
Pricing:
Asana offers a free personal plan.
- The starter plan is $13.49 billed monthly and $10.99 when billed annually
- The advanced plan is $ 30.49 billed monthly and $24.99 when billed annually
Smartsheet
Smartsheet, a cloud-based platform, is a general project management software that is not specific to accounting. It was launched to the market in 2006 and provides a dynamic and easy solution for teams to collaborate, organize, and execute their tasks seamlessly. This canopy alternative is a work execution platform designed to support complicated workflows, data-driven decision-making, and enterprise-level security requirements.
Best Features:
Easy Setup: Smartsheet's setup is basic and simple, especially if you're new to project management software. It resembles a spreadsheet but offers additional useful functions. Smartsheet enables teams to effortlessly interact, provide feedback, and monitor progress in real time.
Custom Branding: Smartsheet's custom branding function enables organizations to personalize their workspaces with logos and colour schemes. Admins can establish the default branding for all users, while users can change their own settings. Branding extends to sheets, reports, and dashboards, offering a cohesive look across the platform. Users can upload logos and choose colour schemes to reflect their organization's identity.
Low Code Interface: The Bridge by Smartsheet feature automates your business activities with an easy-to-understand interface. You don't have to be a tech whiz to design your own bespoke workflows. Bridge by Smartsheet simplifies the process of creating processes that are tailored to your specific requirements.
Digital Asset Management: Smartsheet teams up with Brandfolder to handle digital assets at every stage of content creation. With Smartsheet's digital asset management, all your digital stuff is kept safe in one place. Smartsheet makes it simple to save, organize, and access photographs, videos, documents, and other information, eliminating the need to deal with cluttered files and directories.
Smartsheet Attachments: Smartsheet's attachment feature allows users to simply add and manage files right within their sheets, keeping all work-related documents in one location. This feature is provided in several Smartsheet plans, allowing sheet owners, administrators, and editors to attach, version, or delete files.
Key Features:
- Creating and tracking budgets by time, currency, or expense type
- Consolidate data in real-time across multiple sheets into a single view
- 1 TB attachment storage
- Integrate with popular applications like Slack, Google Drive, and Salesforce
- Visualize the workflow using Gantt charts, Kanban boards, Cards, and Grid views
- Pre-built dashboards, reports, and sheets
- Generate custom PDFs and send documents for signature
- Choose from 80+ functions in formulas that calculate, gather, and automate data
Pricing:
Smartsheet offers a free plan and three pricing plans per month per user.
- Pro plan at $9 if billed monthly and $7 if billed yearly
- Business plan at $32 if billed monthly and $25 if billed annually
- Enterprise plan is customizable at request
How to Choose the Right Canopy Accounting Practice Management Software Alternative?
Here are some of the questions you should consider when looking for an alternative.
Features
- What are the important features of practice management software?
- Does the alternative offer comparable features to Canopy practice management software?
- Are there any additional features that the alternative offers that Canopy does not?
Ease of Use
- How user-friendly is the interface?
- Is the software user-friendly for both new and experienced users?
- Is there any training or support available to help users get started?
Cost and Pricing Structure
- What is the alternative's pricing model? (For example, subscription-based, one-time purchase, or per-return pricing)
- How does the cost compare to Canopy Tax Software?
- Are there any hidden fees or additional costs to consider?
Integration and Compatibility
- Does the alternative integrate with other tools or software that you use?
- Is it compatible with your existing systems and workflows?
- Are there any limitations or compatibility issues to be aware of?
Security and Compliance
- How does the alternative handle data security and privacy?
- Does it comply with relevant regulations? (e.g., GDPR, HIPAA)?
- Are there any data encryption or backup features in place?
Feedback and Review
- What do current users say about the alternative? (Check reviews on trusted platforms)
- Are there any common complaints or issues raised by users?
- Has the software received any awards or recognition in the industry?
Trial or Demo Options
- Does the alternative offer a free trial or demo period?
- How long is the trial period, and what features are included?
- Can you test the software with your specific use cases during the trial?
Ready To Level Up?
Choosing the appropriate practice management software is critical for increasing the efficiency and effectiveness of accounting and tax operations. A good Canopy alternative software should simplify job management, improve workflow optimization, enable smooth collaboration, and promote clear communication among team members. Thus, it is critical to select software that is user-friendly, feature-rich, cost-effective, and backed by dependable support.
Among these alternatives, Cone’s all-in-one practice management software stands out as a compelling choice, offering a comprehensive suite of features at a fraction of the cost compared to other options. With prices starting as low as $13 per user/month, Cone provides an affordable yet powerful solution for accounting and tax practices. Try Cone today. Sign up now.