Firm360
Firm360 is a cloud-based practice management software designed for accounting firms to streamline workflows, manage documents, and automate billing within a single integrated platform.
Canopy
Canopy is a cloud-based practice management software designed for accounting firms to streamline client communication, document management, workflow automation, and billing in one unified platform.
Quick Comparison
| Feature | Firm360 | Canopy |
|---|---|---|
| Website | firm360.com | getcanopy.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $49/month | Free |
| FREE Trial | ✘ No free trial | ✓ 15 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2017 | 2014 |
| Headquarters | Greensboro, USA | Draper, USA |
Overview
Firm360
Firm360 is an all-in-one platform built specifically to help you run your accounting firm more efficiently. Instead of toggling between disconnected tools for billing, task management, and file storage, you can manage your entire practice from a single dashboard. You can track time, manage complex projects, and maintain a secure client portal without the headache of manual data entry or fragmented systems.
The software solves the common problem of 'app fatigue' by consolidating your essential tech stack into one interface. You can automate recurring invoices, capture electronic signatures, and monitor team productivity in real-time. It is designed to scale with your firm, whether you are a solo practitioner or managing a large multi-partner office, ensuring your client data remains organized and accessible from anywhere.
Canopy
Canopy is a specialized practice management platform built specifically to help accounting professionals manage their entire firm from a single location. You can move away from fragmented tools and centralize your client data, tax resolutions, and internal workflows. The platform focuses on eliminating administrative bottlenecks by providing a clear view of every task, deadline, and client interaction across your team.
You can manage complex tax workflows, securely exchange documents with clients through a branded portal, and track billable time without leaving the application. It solves the common problem of data silos in accounting firms by integrating your CRM with document storage and task management. Whether you are a solo practitioner or managing a large multi-office firm, you can customize the modules to fit your specific service offerings and growth goals.
Overview
Firm360 Features
- Integrated CRM Keep all your client communications, documents, and project history in one searchable database for instant access.
- Project Management Track deadlines and manage workflows with automated task assignments to ensure no client deliverables fall through the cracks.
- Document Management Store and organize files securely with built-in version control and easy folder structures tailored for accounting needs.
- Secure Client Portal Give your clients a branded space to upload sensitive documents, sign forms, and pay invoices securely.
- Automated Billing Generate invoices based on tracked time or flat fees and collect payments automatically via credit card or ACH.
- Reporting & Analytics Monitor your firm's health with real-time insights into realization rates, team utilization, and overall profitability.
Canopy Features
- Client Portal. Give your clients a secure, branded space to upload documents, sign forms, and pay invoices from any device.
- Document Management. Organize files with folder templates and edit PDFs directly within the platform to keep your digital office clutter-free.
- Workflow Automation. Set up automated task triggers and due date reminders so your team never misses a critical tax filing deadline.
- Time & Billing. Track billable hours in real-time and send professional, automated invoices that allow your clients to pay via ACH or credit card.
- Tax Resolution. Speed up IRS cases with automated form population and step-by-step guides for complex tax resolution workflows.
- E-Signatures. Collect legally binding signatures on engagement letters and tax forms quickly with built-in KBA-compliant electronic signature tools.
Pricing Comparison
Firm360 Pricing
- Project & Task Management
- Document Management
- Time & Billing
- Client Portal
- Reporting & Dashboards
- Email Integration
- Everything in Standard, plus:
- Advanced Workflow Automation
- Custom Reporting
- Priority Support
- Enhanced Security Features
- API Access
Canopy Pricing
- Free for first 20 clients
- CRM with custom fields
- Secure client portal
- Mobile app access
- Unlimited users
- Standard integrations
- Everything in Free, plus:
- Workflow management module
- Document management module
- E-signatures and KBA
- Time & billing tracking
- Unlimited storage
Pros & Cons
Firm360
Pros
- Consolidates multiple software subscriptions into one monthly cost
- Highly responsive customer support team based in the USA
- Intuitive interface that is easy for new staff to learn
- Strong document management capabilities with OCR search
Cons
- Initial data migration can be time-consuming for large firms
- Mobile experience is less robust than the desktop version
- Limited customization options for specific niche reporting needs
Canopy
Pros
- Excellent client portal experience for non-technical users
- Centralizes all client communication in one searchable thread
- Strong document organization with easy PDF editing
- Modular pricing lets you pay only for used features
Cons
- Learning curve when setting up complex automations
- Mobile app has fewer features than desktop version
- Reporting tools could offer more deep customization