--- title: "Compare BQE CORE Suite vs Canopy 2026 | Capterra" description: "Unsure of what to choose? Check Capterra to compare BQE CORE Suite and Canopy based on pricing, features, product details, and verified reviews." source_url: "https://www.capterra.com/compare/141096-150647/BQE-Software-vs-Canopy-Tax" page_type: "comparison" language: "en" --- # BQE CORE Suite vs Canopy Features and Cost Comparison Last updated September 18th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: BQE CORE SuiteCanopy2/4 selected [BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/)[4.5 (793)](https://www.capterra.com/p/141096/BQE-Software/reviews/) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) [## BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/)[4.5 (793)](https://www.capterra.com/p/141096/BQE-Software/reviews/) Starting Price Contact vendor Value-for-Money 4.5 Functionality 4.4 Ease of Use 4.4 Customer Service 4.6 Reviews Sentiment Based on [793 reviews](#user-reviews) Positive 718 Neutral 34 Negative 41 [## Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting Price $22.00/month Value-for-Money 4.2 Functionality 4.3 Ease of Use 4.5 Customer Service 4.5 Reviews Sentiment Based on [286 reviews](#user-reviews) Positive 267 Neutral 9 Negative 10 What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 12,106 reviews from project management software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology \--%Fit Missing features Not enough reviews Feature ratings Commenting/Notes NA Customizable Fields 4.0 Activity Dashboard 4.0 Collaboration Tools 4.0 Access Controls/Permissions NA 59%Fit Not enough reviews Feature ratings Commenting/Notes \-- Customizable Fields \-- Activity Dashboard 4.0 Collaboration Tools 3.7 Access Controls/Permissions 4.5 User satisfaction User satisfaction 4.5 User reviews[793](https://www.capterra.com/p/141096/BQE-Software/reviews/) Ease of use 4.4 Functionality 4.4 Value for money 4.5 Customer support 4.6 User satisfaction 4.5 User reviews[286](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Ease of use 4.5 Functionality 4.3 Value for money 4.2 Customer support 4.5 Price starts from Price starts from \-- - Free version - Free trial Price starts from $22Per User, Per Month - Free version - Free trial Best for Best for BQE CORE is used by architecture firms, engineering firms, consulting firms, project managers, finance teams, administrative staff, principals, and owners. Best for Canopy is suited for midsize accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform. ## User reviews Pros & cons VR Verified Reviewer Admin > "It’s a powerful, all-in-one solution that helps streamline project management, time tracking, and accounting in a single platform. While..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___7145870) CF Colby F. Architectural Technologist > "Not being able to read longer titles on projects." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___7133232) Janapher S. Operations Specialist > "The ability to manage projects, track time, monitor expenses, and handle invoicing in a centralized system improves organization and..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___7187101) VR Verified Reviewer Principal > "Very slow, cumbersome at times to run reports and navigate. " [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___7114891) Janapher S. Operations Specialist > "It is a comprehensive platform that helps streamline project management, time tracking, billing, and financial operations." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___7187101) VR Verified Reviewer Principal > "Not really geared for project/task management. " [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___7114891) Montasir M. Civil Engineer > "It is an intuitive and powerful tool that simplifies project management, time tracking, and expense management for small to midsize..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6654747) TM Tim M. Senior Engineer I > "One minor complaint is that sometimes my time entries double up for no reason. " [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6588925) CC Carmela C. Accountant-administrator > "It did have some features that we thought were great, like the invoicing which I still think works very well, and the easy..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___7119583) TW Taylor W. Construction Engineer > "Sometimes the program will run a bit slower than others that I use on my computer, but that could very well be related to the amount of..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6249383) Montasir M. Civil Engineer > "CORE’s ability to handle project budgets and automate tasks makes it a valuable asset for improving productivity and organization." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6654747) MW Mikaela W. Architectural Technician and Admin > "Sometimes it is glitchy, staff cannot create their own reports, can't create reports for "extras" difficult to find some features, staff..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4315637) SH Sydney H. Office Manager > "We have become much more efficient in our operations and allowing more of our employee's time to be not only used for more important..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6829963) NL Nichelle L. Landscape / Graphics Designer > "You can't customize how your project and phase names are presented between different windows, you can't format your invoices to have..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4796935) Tanya K. Architectural Associate > "Tracking billable hours is also pretty easy and there are couple of options to do so for each personality from using project timers that..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6125425) ND Nicholas D. Senior Accountant > "This causes me to have to click billable after i save each entry." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___5048504) GB Gideon B. Customer Manager > "The software has automated our daily operations and saved us alot of time." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6748011) AM Adolfo M. Project Coordinator > "some times is not intuitive and the connection between lines is not effective" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6157086) Dan L. Consultant > "I like that I can edit entries quickly all from a keyboard." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6734541) BT Brianna T. Social Impact Coordinator > "This is not an easy system to setup for a company with years of data to input and some of the modules need more explanation than is..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4343294) JS Jess S. Project Designer > "It allows for clear communication between myself and my team leadership, so there is no question about where my time is going and how..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6473293) EC Erica C. Marketing and Communications > "Some fields are redundant and repetitive but it's not a huge issue." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6149572) CC Cassidy C. Interior Design > "Clear labels, info graphics, and tutorials are great" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6645157) LH Lee H. Owner > "For example, to enter receipts or documentation for transactions other than credit card transactions requires a bunch of extra steps and..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4314870) Dan L. Consultant > "I've had a good experience with Core, and I appreciate the at-a-glance history that I can review as soon as I log in." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6734541) KK Katrina K. Owner > "Data entries are sluggish, you have to wait for the line to be created before you can add information to additional cells." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4315174) CC Carmela C. Accountant-administrator > "In general, customer support is great." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___7119583) VR Verified Reviewer Chief Administrative Officer > "Can experience an occasional performance issue...usually short in duration" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6295644) RS Riana S. Mechanical Engineer > "We previously tracked time and expenses manually so upgrading to a software where it's more automated has really proven useful for our..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___5049965) SR Shelley R. Partner > "The project setup seems a bit clunky, particularly, how to name the project name/phase name and how it will appear on the time card and..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4313997) IJ Israel J. Senior Finance > "It is a tool that allows you to have a better control of the projects and times that will be charged to the clients." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6238656) LM Lisa M. Accountant > "Sometimes I've had issues where it takes awhile to save time card entries but this may be an issue with our internet and not the..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4324022) ND Nicholas D. Senior Accountant > "The interface is very easy to use and provides great historical data of your time tracking that differentiates between billable and non..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___5048504) BR BethAnn R. HR/Administrative Manager > "We have to pay to have the developer make changes to the template and so because we don't want to pay, we have to tweak each invoice..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4314897) Tanya K. Architectural Associate > "It has saved me tons of time of collecting receipts and then balancing my credit card account." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6125425) LH Lee H. Owner > "It isn't perfect and, in many ways, it is miserable to use because it takes a long time and is slow, not optimized for fast use and..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4314870) KK Katrina K. Owner > "I like having so much data at my fingertips to get a sense of finances for the company, tracking accounting (invoices, vendor bills,..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4315174) MS Mirna S. Project Administrator > "At first it was a little hard to use but only because we were used to another program." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6012625) JF Joelle F. Office Manager > "Also allows me to create great reports regarding clients held, amount billed, amount owed (and how long overdue). " [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4314396) MM Mackenzie M. Tax & Legal Assistant > "We also tried to set up ACH payments via Plaid and were never able to successfully link the systems. " [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4702272) JC Jody C. Financial/Business Manager > "During this time, our company was making the transitions from BQE desktop to BQE Core. Since I was new our team was new to core, I..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4719082) TT Thanh T. Accountant > "The software functions can be confusing for new user as the display is not clearly appear in the same window." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___3845268) KB Kathryn B. Right of Way Agent > "Easy to navigate and keep up to date time entries for upper management's billing and invoicing." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6062870) MM Mackenzie M. Tax & Legal Assistant > "Online credit card payments via Stripe have not worked well since we began using the product in August 2021. " [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4702272) JPC Juan Pablo C. Corporate Development Manager > "Just great, it allows me to have a far quicker pulse of the business in financial terms and also marketing wise keeping track of..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4523653) IG Irving G. Design Principal > "Sometimes there's too much of a good thing, being that there's more than 1 way to get what you need and therefore it can get a bit..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4314731) KK Katie K. Senior Technician > "I like that it has an app to log time outside the office." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6124543) BD Blair D. biologist > "the only drawback with BQE is the system can lag and glitch at time entry" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4716571) SS Shivam S. architect > "Its very sorted and nice it would be really nice if the server speed increases because it lags too much" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6117893) KC Karina C. Admin Assistant > "More often than not, payments don't necessarily post in a timely manner which can sometimes cause confusion for the following invoice." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4318866) MRM Mizanur Rahman M. CEO > "BQE CORE Suite is a reliable and effective solution for managing the day-to-day operations of professional services firms." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4713496) Andrew B. Managing Partner > "We migrated from ArchiOffice and feel that the way contacts are managed in CORE is utterly useless. " [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4866223) MCC Mary Claire C. Interior Designer > "Efficient and easy to use for logging and submitting time as well as keeping track of PTO." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6439356) JC Jody C. Financial/Business Manager > "The biggest issue we have had with BQE Core was integrating with our desktop QB. " [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4719082) SR Shelley R. Partner > "As a small business with only 4 employees, this package saves me a lot of time and headache where I might otherwise have to move back..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4313997) VR Verified Reviewer Director of Operations > "It's time consuming to use - it's so slow and there are a lot of features that bug out and simply don't work the way they're supposed..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___5006454) GK Gokul K. Support Engineer > "nice calendar design and time tracking method" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6415781) JD Jason D. Senior Executive Administrator > "The worst feature of CORE is the slowness of it when inputting a lot of time." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4323962) IG Irving G. Design Principal > "Overall, CORE has exceeded our expectations other than some basic simplicity in the user interface similar to Monograph, but with far..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4314731) TM Teddy M. Senior Engineer at Engineering > "The only downside to BQE CORE Suite is the initial setup and learning process." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4528742) VG Vicky G. Interior Project Manager > "It is very easy to use. And lots of functions" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6654818) JC Jody C. Financial/Business Manager > "The only issues we periodically have is the online method could be slow and time out." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4719082) WE Wylan E. Contracts Specialist > "I like how swift and easy it is to use the BQE software!" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6528023) LH Lee H. Owner > "I have bumped up against a bunch of walls inside BQE and when I ask how to do this or that I'm just told that isn't a feature BQE has." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4314870) GN Garrett N. Architect > "Excellent a great tool - would recommend to any ARE firm." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6645153) CL Christine L. Accountant > "It's been over 6 months since migration and I'm still waiting on data issues to be repaired and issues to be resolved." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4779777) GB Gideon B. Customer Manager > "The software is simple and easy to use." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6748011) AT Andrew T. Project Scheduler > "The application has some bugs which need to be worked out." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4789771) TT Thanh T. Accountant > "The software offers multiple functions related to time tracking which are suitable for small to medium size companies" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___3845268) AR Amber R. Accountant > "has had times where its very slow and has odd glitches" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4703070) TM Teddy M. Senior Engineer at Engineering > "The CRM and HR features are incredibly robust and allows us to keep our clients and team members organized and informed." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4528742) MRM Mizanur Rahman M. CEO > "Also, online payment integrations are finicky." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4713496) MM Mark M. Consultant > "Provide a useful dashboard and time keeping functionality." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6015345) JS Jamie S. Office Operations Manager > "Only one complaint is that there seem to be little nuances that are hard to learn on your own. " [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4779572) VR Verified Reviewer Director, Business Development > "The ability to invoice directly from the platform and customize project fields are nice features." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4347204) AM Ayelet M. Designer > "I am not sure how to delete a row in the timesheet after it has been created." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4318383) JH Joanthan H. Off ce admin > "time tracking is super helpful for everyone" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6415740) VR Verified Reviewer Director, Business Development > "CORE has moments where the platform loads very slowly." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4347204) TY Thomas Y. Project Manager > "BQE makes time keeping and tracking relatively easy." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6461928) SG Shannon G. Office manager > "You can count on Mondays of the software not working due to updates that they did, the registries do not add things correctly - ex." [See full review](https://www.capterra.com/p/141096/BQE-Software/#SoftwareAdvice___3300236) IG Irving G. Design Principal > "Overall, CORE has exceeded our expectations other than some basic simplicity in the user interface similar to Monograph, but with far..." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4314731) AM Adolfo M. Project Coordinator > "some times is not intuitive and the connection between lines is not effective" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6157086) WE Wylan E. Contracts Specialist > "I like how swift and easy it is to use the BQE software!" [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6528023) MS Mirna S. Project Administrator > "At first it was a little hard to use but only because we were used to another program." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6012625) JL Jack L. Staff > "Easy user interface." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___6416031) LH Lee H. Owner > "I have bumped up against a bunch of walls inside BQE and when I ask how to do this or that I'm just told that isn't a feature BQE has." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___4314870) MC Mila C. Accountant > "They have a nice layout and are easy to read." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___3862100) DH Donovan H. Field Engineer > "Lacks note jotting capability on photos." [See full review](https://www.capterra.com/p/141096/BQE-Software/#Capterra___3715628) [View Reviews](https://www.capterra.com/p/141096/BQE-Software/reviews/) NB Neal B. Office Manager > "Our clients like it because they can more readily communicate with the tax preparers, unload documents, review the..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7078810) LV Larissa V. Office manager > "That certain features aren't included like an appointment scheduler, or the ability to schedule Emails." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063679) AC Amanda C. Tecnical Services Administrator > "It made accessing all client info faster, saves us time with files, helped us standardize processes, cut out busy..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061441) VH Veronique H. Assistant > "I also don't like the fact that I cannot bulk assign tasks within the task area, only within the client list." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064692) AL Alina L. Owner > "It brings together client management, workflow tracking, document storage, and tax resolution tools into one..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061528) CB Cortland B. Firm Owner > "That pricing approach feels archaic and outdated." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061361) AS Andrew S. Partner > "The value you get for having most of the tech deck all in one spot cannot be beat! Plus it is pretty intuitive and..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363) AP Alicia P. COO > "Tried to get assistance requesting a phone call, however no one called me. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065848) SG Sophie G. Partner > "The platform enables small businesses or solo practitioners to stay organized and operate with the efficiency of a..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7134217) RP Rachel P. Partner > "Customer Service has been hit or miss - sometimes very helpful and sometimes more frustrating." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488) SG Sophie G. Partner > "It has become an essential part of my daily operations and is especially well-suited for accounting and tax..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7134217) CE Christina E. Partner > "Software was not really built for public accounting." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692) SB Shari B. Firm Administrator and Staff Accountant > "This software really feels like it has been made for a small business but can grow with a company. If we didn't..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783) AK Abby K. Accounting Manager > "Also, mobile access could be smoother it's functional, but not great on the go." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#SoftwareAdvice___6851962) MA Max A. CPA > "Canopy is an all-in-one solution for our client information, files, portal, and time & billing. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067782) CE Christina E. Partner > "Reporting has a lot to be desired. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692) AS Andrew S. Partner > "I have worked at a large firm and clients much prefer using this for file sharing, making payments and having..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363) CR Christine R. Founded CEO > "I wish there was better customer service ." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7069433) MA Mariela A. Office Manager > "Canopy gives us one clean, centralized place to manage client communication and tax workflow." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064790) GB Gabriel B. job cost manager > "Its a little slow sometimes but I am not sure if its our service." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6791156) JA Jassim A. Insurance coordinator > "Task management and client communication features reduce a lot of stress, and the system keeps everything organized..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061364) TS Teresa S. Owner > "The cost of the product was too expensive for a small company." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6631016) VR Verified Reviewer Analyst > "Good for accounting and tax calculation needs for who want everything in one system. Once you get used to it, makes..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7013073) BM Brian M. CPA > "I personally feel that the e-signature process is a bit clunky, but that's probably just because I don't have much..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4362597) JA Jassim A. Insurance coordinator > "Canopy unite all client information, files, and tasks into one place, which makes daily work much easier." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061364) AL Andrea L. Owner > "I will probably let go of the workflow module, though, when my subscription is up because there's a lack of..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4092622) NH Natalie H. Certified Accounting Paraprofessional > "The ability to securely share and receive files from clients is a game-changer!" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7072260) JO John O. CEO > "We can't add new payments, can't run old payments and we now don't see decline codes. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4799394) MA Mariela A. Office Manager > "From our side, it keeps us organized and compliant, and from the client’s side, it feels simple and professional,..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064790) JF Jayme F. Secretary > "That we did not know enough about how to get the reports we needed to keep up with how many returns we actually got..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385173) LS Lesley S. VP Operations > "The platform has improved efficiency across our firm and helped streamline key processes." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061894) AH Amy H. Enrolled Agent > "Recently the request transcript tool is not working when trying to request new updated transcripts." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4439535) KS Kamila S. Tax Manager > "Canopy offers a very intuitive and well-organized platform that significantly improves workflow efficiency." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061404) Juventino G. Owner > "What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215689) GA Giselle A. Accounting Operations Specialist > "It’s modern and easy for clients to navigate, which makes the entire process smoother for our firm and our clients." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061365) SL Shelley L. Enrolled Agent > "We often receive incoming calls in which the name listed on the caller ID is not the name of the actual person. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4324695) CDG Carra-Danielle G. Office Admin. Facilities Operations > "Canopy is a wonderful central hub for team communication, company updates, and resources." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7044068) JB Jessie B. President > "Small things, like I can lose track of tasks if I fail to assign them to someone." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4372385) DB Detra B. Business Administrator > "Sharing files and receiving signatures has been beneficial for our firm." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061373) RW Rachel W. CEO > "Also, the Calendar sync only uses my calendar not my shared calendars, so my staff doesn't see my schedule there" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3238178) TS Tomi S. Admin Manager IT > "The ability for the clients to have a portal is the best." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061480) TR Tina R. Tax Manager > "It doesn't have a client chat feature so organizing client correspondence by email can be somewhat difficult with the..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3239614) KB Kalvin B. Tax Accountant > "We can just about complete our entire tax workflow and process through Canopy." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061369) JP Jamie P. Bookkeeper > "Time tracker is my least favorite as it's hard to remember to turn it off sometimes." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4371514) CN Carrie N. Tax Administrative manager > "Love that we can do billing, client support, and workflows!" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7073856) VR Verified Reviewer Tax Project Admin > "The Project Management Aspect point of view, tasks can be monitored, however, they are not represented in the best..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215647) ML Melissa L. Owner > "We LOVE that Canopy brings all the information and documentation needed to one place." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063956) SS Stephen S. CEO > "It is seemingly incomplete with a few things that seem to be easily fixable if they were given attention" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385217) KB Kalvin B. Tax Accountant > "Also, integrating different AI features to help ease the overall experience." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061369) AR Alison R. CEO > "This seems dumb and a waste of accounts, my and my team’s time, my money and the client perception and experience. ..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217403) BB BRIANA B. Owner > "Sharing and requesting files with clients is amazing!" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065066) LC Larry C. Accounting Supervisor > "I can create customized lists, but I can't download the customized list. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3237724) AK Abby K. Accounting Manager > "What I liked most about Canopy is how much time it saves managing client documents and deadlines." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#SoftwareAdvice___6851962) AM Austin M. Principal > "That, and I found some of the automations (like engagement letters for example) were clunkier to use than those of..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3747550) LS Leonid S. Director of Tax Services > "Organization of files in Canopy are very reliable and easy to go back and retrieve anything you need. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7074328) MH Mary H. Office Manager > "Email search function is less than ideal/doesnt work at all from within a client." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3231813) SB Shari B. Firm Administrator and Staff Accountant > "We really like that we can now access information from one "area" so to speak." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783) AW Al W. Enrolled Agent > "Getting transcripts from the IRS using Canopy can be a challenge." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225157) GK Garrett K. Managing Member > "The ability to have tasks reoccur automatically is great!" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064800) DB David B. Owner/Manager > "Moving actual data files has been an extremely slow process and has consumed many days of work." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217509) ML Melissa L. Owner > "Managing work flow has never been easier with Canopy's intuitive tools." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063956) AR Amanda R. Payroll and HR Lead > "Unable to change some titles of the saved folders" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215719) ML Mike L. Tax Manager > "We are impressed by the continued improvements and features that have rolled out over the years and we look forward..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061512) NH Nicole H. Manager/Owner > "The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225096) AR Amy R. Owner > "Clients have no problems connecting to and using their Client Portal." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061422) AT Audrey T. PRACTICE MANAGER > "Onboarding was a nightmare. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4494408) ML Megan L. Assistant Principal > "Canopy is easy to navigate, simplifies my tasks, and helps me manage information with team members efficiently." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6747110) DV Daniel V. Attorney > "It just got too much to track and too expensive relative to other software providers." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3682021) PD Pat D. Senior Accountant > "Canopy is an excellent piece of software for accounting firms." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061372) VR Verified Reviewer CPA > "Setting up recurring tasks was challenging and I was unable to get it to work." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3820430) RP Rachel P. Partner > "Overall its a decent product - price is comparable to other similar systems that integrate better though." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488) TT Tino T. Accountant > "Customer service response time can be slow at times" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3262512) GA Giselle A. Accounting Operations Specialist > "It was the best move for our firm to make the switch to this system." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061365) JS Julie S. Owner > "Some of the task templates are too detailed and my inbox gets loaded with emails I don’t want or need" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___2864346) EJ Emma J. Administrative Specialist > "They are always coming out with new features as well and trying to be an all inclusive platform." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061366) VR Verified Reviewer CPA > "Setting up tasks was more complicated than it needed to be." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3820430) TS Tomi S. Admin Manager IT > "The transition was difficult but once we started using it more it has been easier to function in." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061480) NH Nicole H. Manager/Owner > "I keep getting "Pull Failed". " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225096) ML Mike L. Tax Manager > "Overall, we have been very impressed by canopy and it has helped us run more efficiently and smoothly as a firm." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061512) JK Jeremy K. CPA > "They were cumbersome and difficult to use." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3228617) AS Andrew S. Partner > "The user-friendly interface makes Canopy a no brainer." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363) JK Jeremy K. CPA > "They were cumbersome and difficult to use." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3228617) RP Rachel P. Partner > "The interface is overall clean." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488) VR Verified Reviewer Enrolled Agent > "Disliked. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___2912163) VR Verified Reviewer Analyst > "Easy to use, clean design." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7013073) AP Alicia P. COO > "Tried to get assistance requesting a phone call, however no one called me. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065848) AD Allen D. Operations Manager > "The interface is extremely user friendly" [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6714945) RP Rachel P. Partner > "Customer Service has been hit or miss - sometimes very helpful and sometimes more frustrating." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488) RP Rachel P. Partner > "Overall its a decent product - price is comparable to other similar systems that integrate better though." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488) CR Christine R. Founded CEO > "I wish there was better customer service ." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7069433) JO John O. CEO > "From 2021 to now it's been satisfactory but I've been impatient with the limited API functions." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4799394) GB Gabriel B. job cost manager > "Its a little slow sometimes but I am not sure if its our service." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6791156) [View Reviews](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) ## User interface [BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/) 4.50 (793) 4.53 (286) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Access Controls/Permissions 207 Important Activity Dashboard 150 Important Activity Tracking 120 Important BQE CORE Suite 16/50 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Adaptive Learning - Agile Methodologies - AI Copilot - AI Text Generation - AI Text Summarization - Alerts/Notifications - API - Assignment Management - Autonomous Task Execution - Availability Management - Backlog Management - Baselining / KPIs - Billing & Invoicing - Budget Management - Bug Tracking - Calendar Management - Calendar View - Capacity - Change Management - Charting - Chat/Messaging - Client Portal - Collaboration Tools - Commenting/Notes - Configurable Workflow - Creation & Assignment - Critical Path - Cross-system Integration - Customizable Fields - Customizable Reports - Customizable Templates - Daily Reports - Data Import/Export - Deadline Management - Decision Making - Dependencies - Document Management - Document Storage - Drag & Drop - Due Dates - Email Management - Feedback Management - File Management - File Sharing - File Transfer - Forecasting - For IT Project Management [See all features](https://www.capterra.com/p/141096/BQE-Software/#features) Canopy Top features 23/50 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Adaptive Learning - Agile Methodologies - AI Copilot - AI Text Generation - AI Text Summarization - Alerts/Notifications - API - Assignment Management - Autonomous Task Execution - Availability Management - Backlog Management - Baselining / KPIs - Billing & Invoicing - Budget Management - Bug Tracking - Calendar Management - Calendar View - Capacity - Change Management - Charting - Chat/Messaging - Client Portal - Collaboration Tools - Commenting/Notes - Configurable Workflow - Creation & Assignment - Critical Path - Cross-system Integration - Customizable Fields - Customizable Reports - Customizable Templates - Daily Reports - Data Import/Export - Deadline Management - Decision Making - Dependencies - Document Management - Document Storage - Drag & Drop - Due Dates - Email Management - Feedback Management - File Management - File Sharing - File Transfer - Forecasting - For IT Project Management [See all features](https://www.capterra.com/p/150647/Canopy-Tax/#features) ### Recognition No recognitions have been awarded to BQE CORE Suite Canopy is recognized as a top-rated tool in 3 Capterra Shortlist reports ### Deployment & support BQE CORE Suite Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Canopy Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details BQE CORE Suite - By BQE Software - Located in United States - Founded in 1995 Canopy - By Canopy - Located in United States - Founded in 2013 ## Popular Comparisons [BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/)[4.50 (793)](https://www.capterra.com/p/141096/BQE-Software/reviews/) vs [Clockify](https://www.capterra.com/p/169607/Clockify/)[4.76 (9,268)](https://www.capterra.com/p/169607/Clockify/reviews/) Contact vendor for pricing Price $4.99/month 4.4 Features 4.6 4.4 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/141096-169607/BQE-Software-vs-Clockify) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) $22/month Price $38/month 4.3 Features 4.3 4.5 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/150647-190778/Canopy-Tax-vs-QuickBooks-Online) [BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/)[4.50 (793)](https://www.capterra.com/p/141096/BQE-Software/reviews/) vs [Connecteam](https://www.capterra.com/p/153140/Connecteam/)[4.64 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/) Contact vendor for pricing Price $29/month 4.4 Features 4.5 4.4 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/141096-153140/BQE-Software-vs-Connecteam) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[4.51 (20,684)](https://www.capterra.com/p/174984/QuickBooks-Enterprise/reviews/) $22/month Price $2210/year 4.3 Features 4.4 4.5 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/150647-174984/Canopy-Tax-vs-QuickBooks-Enterprise) [BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/)[4.50 (793)](https://www.capterra.com/p/141096/BQE-Software/reviews/) vs [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.24 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.4 Features 4.2 4.4 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/135757-141096/NetSuite-vs-BQE-Software) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) $22/month Price $25/month 4.3 Features 4.3 4.5 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/120109-150647/Xero-vs-Canopy-Tax) [BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/)[4.50 (793)](https://www.capterra.com/p/141096/BQE-Software/reviews/) vs [Jibble](https://www.capterra.com/p/156992/Jibble/)[4.80 (2,014)](https://www.capterra.com/p/156992/Jibble/reviews/) Contact vendor for pricing Price $0/month 4.4 Features 4.6 4.4 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/141096-156992/BQE-Software-vs-Jibble) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.24 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) $22/month Price Contact vendor for pricing 4.3 Features 4.2 4.5 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/135757-150647/NetSuite-vs-Canopy-Tax) [BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/)[4.50 (793)](https://www.capterra.com/p/141096/BQE-Software/reviews/) vs [BigTime](https://www.capterra.com/p/131076/BigTime/)[4.56 (662)](https://www.capterra.com/p/131076/BigTime/reviews/) Contact vendor for pricing Price $20/month 4.4 Features 4.4 4.4 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/131076-141096/BigTime-vs-BQE-Software) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.28 (717)](https://www.capterra.com/p/76/Intacct/reviews/) $22/month Price Contact vendor for pricing 4.3 Features 4.2 4.5 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/76-150647/Intacct-vs-Canopy-Tax) [BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/)[4.50 (793)](https://www.capterra.com/p/141096/BQE-Software/reviews/) vs [Agiled](https://www.capterra.com/p/206203/Agiled/)[4.73 (350)](https://www.capterra.com/p/206203/Agiled/reviews/) Contact vendor for pricing Price $30/month 4.4 Features 4.7 4.4 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/141096-206203/BQE-Software-vs-Agiled) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) vs [Sage 50 Accounting](https://www.capterra.com/p/174753/Sage-50cloud/)[4.01 (629)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) $22/month Price $124.42/month 4.3 Features 3.9 4.5 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/150647-174753/Canopy-Tax-vs-Sage-50cloud)