# Compare Canopy vs Karbon 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Canopy and Karbon based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/150647-156181/Canopy-Tax-vs-Karbon --- # Canopy vs Karbon Features and Cost Comparison Last updated May 27th, 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: CanopyKarbon2/4 selected [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) [Karbon](https://www.capterra.com/p/156181/Karbon/)[4.7 (207)](https://www.capterra.com/p/156181/Karbon/reviews/) [## 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 [## Karbon](https://www.capterra.com/p/156181/Karbon/)[4.7 (207)](https://www.capterra.com/p/156181/Karbon/reviews/) Starting Price $59.00/month Value-for-Money 4.5 Functionality 4.5 Ease of Use 4.5 Customer Service 4.7 Reviews Sentiment Based on [207 reviews](#user-reviews) Positive 198 Neutral 5 Negative 4 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 3,284 reviews from accounting practice 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 81%Fit High performer Feature ratings Task Management 4.3 Client Portal 4.7 Client Management 4.5 Document Management 4.8 Due Date Tracking 4.4 78%Fit High performer Feature ratings Task Management 4.5 Client Portal 4.2 Client Management 4.0 Document Management 4.0 Due Date Tracking 4.8 User satisfaction 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 User satisfaction 4.7 User reviews[207](https://www.capterra.com/p/156181/Karbon/reviews/) Ease of use 4.5 Functionality 4.5 Value for money 4.5 Customer support 4.7 Price starts from Price starts from $22Per User, Per Month - Free version - Free trial Price starts from $59Per User, Per Month - Free version - Free trial Best for 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. Best for Karbon is built for accounting firms and addresses the specific needs and challenges of modern accounting practices. ## User reviews Pros & cons NB Neal B. Office Manager > "Our clients like it because they can more readily communicate with the tax preparers, unload documents, review the tax..." [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 work and..." [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 centralized..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061528) 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) 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 has..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363) 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) SG Sophie G. Partner > "The platform enables small businesses or solo practitioners to stay organized and operate with the efficiency of a larger..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7134217) 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 > "It has become an essential part of my daily operations and is especially well-suited for accounting and tax preparation work." [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) 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 utilize..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783) 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) 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 everything..." [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 without..." [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 work..." [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 collaboration..." [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, which is..." [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 out and..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385173) 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) 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) 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) 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) 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 my..." [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 notes..." [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) 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) 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) 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) 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) 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 way to..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215647) 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) 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) 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) 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) 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) 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. If i as..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217403) 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) 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) 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) 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) 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) 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) 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 to..." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061512) 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) NB Neal B. Office Manager > "The learning curve for canopy is quite easy. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7078810) 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) 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) 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 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) 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) 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) AT Audrey T. PRACTICE MANAGER > "Onboarding was a nightmare. " [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4494408) 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 Owner > "Customer service always says leaves a message and then never calls back." [See full review](https://www.capterra.com/p/150647/Canopy-Tax/#GetApp___2979319) 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) [View Reviews](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) MM Mahlape M. Audit trainee > "I like that i can use it for task allocation on a weekly basis to determine what ill be doing in a certain week..." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7015518) TS Tai S. Client advisory lead > "Not able to save documents to a portal that clients need to submit for bookkeeping and accounting for record..." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7071686) BBB Basani Bestar B. Internal Bookkeeper > "The way it helps our customer to also upload documents using the link and how customer get the support through..." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7022438) RC Rajesh C. President > "Search sometimes need be very precise, loading big lists a bit slow, and the initial setup of the templates ask..." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6859771) PM Penny M. Bookkeeper BAS Agent > "It helps to keep us all on track and to have a full picture of what is happening in the business and for our..." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7017661) IB Irene B. CEO > "The interface is functional rather than delightful, and setup takes real time and follow-through from leadership." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7174772) EB Erinn B. Client Service Specialist II > "AI feature also allows you to get a bot of a tax return results in email form for the client." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6449818) ZP Ziggy P. Principal > "Sending emails can be patchy at times and slow at times and there are times when you're just sitting there..." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7021846) TN Tanya N. Executive Assistant > "It also integrates well with tools like Xero and offers strong security and user access controls." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7018422) IB Irene B. CEO > "What it did was remove our ability to kid ourselves." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7174772) CM Cameron M. Principal Accountant > "The way it brings structure to client communications and tasks makes day-to-day work far more efficient and..." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7015523) DH Daniel H. Accountant > "Time consuming - unable to delete a number of tasks at once is annying." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7018398) TN Thato N. Accountant > "Karbon offers a robust suite of features that justify its pricing, especially for teams looking to streamline..." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7018589) Ryan G. Director > "Honestly there's nothing that stands out to me right now, I can't imagine running my practice without it." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7104721) ZP Ziggy P. Principal > "The fact that all the files and documents are stored in one spot and they can sync with our Dropbox is awesome." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7021846) DS Dannielle S. Accountant > "No one could get me a trial version or order form which I found to be absurd. " [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6774953) Larisa K. Senior Consultant > "We love the task and workflow management—it keeps all our client tasks well organised." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7092348) VR Verified Reviewer Accountant > "Very unprofessional to speaking to your clients from a Gmail account instead of your proper work email." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6816849) PM Pieter M. Senior CIMA Trainee > "Karbon really centralises a lot of things and also just makes filing and finding information way easier." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7022413) VR Verified Reviewer Accountant > "A bit annoyed that there was no self-help signup and had to wait a week for a meeting." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6816849) IB Irene B. CEO > "They also keep developing the product, and some of the new functionality coming has me excited." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7174772) VR Verified Reviewer Accountant > "Extremely poorly trained consultants - cannot even assist with the basic problem soving." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6816849) Ryan G. Director > "The Karbon crew are absolute legends and dedicated to helping you succeed too, support is amazing." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7104721) TT Thomas T. Accountant > "I wish the close process management was better." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6705423) CM Cameron M. Principal Accountant > "It really helps keep my team and clients on the same page." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7015523) DS Dannielle S. Accountant > "I'm sure if there's ever a problem you won't be able to get any support for that" [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6774953) Nicola H. Director > "It's design is great and looks good on all my screens. " [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7095854) FY Frusquin Y. Project Manager > "There is too much clutter with the email settings functionality" [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6010012) PM Pieter M. Senior CIMA Trainee > "In essence it manages my workflow way better than any other software I've used" [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7022413) VR Verified Reviewer Accountant > "Really time consuming and tiring experience." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6816849) Larisa K. Senior Consultant > "Having a dedicated customer support person is also extremely helpful." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7092348) FB Faruk B. Accountant > "Bulk update features are very important but not available (unless you pay the $999 build fee package, which..." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___4616464) PM Pieter M. Senior CIMA Trainee > "I like the fact that is just makes my work life much easier in terms of efficiency and feeling in control." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7022413) FB Faruk B. Accountant > "The lack of integrations are (most notably, not integrating with Xero or XPM)." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___4616464) LC Linh C. Hybrid Senior Client Manager Practice Manager > "Work flow allocation and work creation are good. " [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7020563) PP Peter P. Partner - Accounting, Bookkeeping and Payroll > "The biggest challenge with Karbon is the time it can take to learn the idiosyncrasies of the software." [See full review](https://www.capterra.com/p/156181/Karbon/#GetApp___4668604) ZP Ziggy P. Principal > "They are constantly looking at new and better ways to make it more efficient for us" [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7021846) FB Faruk B. Accountant > "Definitely not being able to independently bulk update tasks without having to pay." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___4616464) TN Tanya N. Executive Assistant > "Their customer support team is always responsive and provides practical help when needed." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7018422) DT David T. CEO > "Custom reporting is not great if you want to look at your whole database." [See full review](https://www.capterra.com/p/156181/Karbon/#GetApp___4882791) EB Erinn B. Client Service Specialist II > "Being able to talk with coworkers on a work items and it all show in one place is great." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6449818) TW Tara W. Director of Sales & Onboarding > "It is quite expensive without many options to reduce fees" [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___4297963) CM Cameron M. Principal Accountant > "I love Karbon, it’s easily the best email and workflow management system on the market." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7015523) VR Verified Reviewer Director > "The Kanban/Task Management didn't work well for our company and the way we operate - I think it might work well..." [See full review](https://www.capterra.com/p/156181/Karbon/#GetApp___2433446) EB Erinn B. Client Service Specialist II > "Karbon is great for keeping task in order in your "my week" tab." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6449818) DA Dominic A. Director > "A shame it has some good features, but there isn't anyone taking ownership of getting things done, so it makes..." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___3284453) MD Max D. Executive Director > "It does practice/project management really well, but the best part of it is the people behind support and..." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6737291) AB Alissa B. CEO > "We had asked to have contact emails imported and although they were provided for some reason they did not get..." [See full review](https://www.capterra.com/p/156181/Karbon/#GetApp___2770926) LR Lisa R. Partner > "The program is completely worth the cost, the functionality is amazing and this is before I'm even an expert at..." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___6707130) CB Carol B. Accountant / Owner > "Copy/paste features do not work well. " [See full review](https://www.capterra.com/p/156181/Karbon/#GetApp___2864574) JJ Jenny J. Director > "I have received a lot of positive feedback from clients re the 'comment' feature." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7018424) JK Jeff K. Accountant > "Brutal - Do not buy this software. " [See full review](https://www.capterra.com/p/156181/Karbon/#SoftwareAdvice___3210091) Nicola H. Director > "It would be my number one practice tool." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7095854) Andrew N. Owner > "Higher ups are not accessible. While they always solicit feedback, it never seems to get heard. " [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___2507559) PM Penny M. Bookkeeper BAS Agent > "I love that it keeps me and my team on track." [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___7017661) Andrew N. Owner > "Todo list is frustrating for me. " [See full review](https://www.capterra.com/p/156181/Karbon/#Capterra___2507559) [View Reviews](https://www.capterra.com/p/156181/Karbon/reviews/) ## User interface 4.53 (286) 4.70 (207) ## 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 Accounting 207 Important Accounting Integration 150 Important Activity Dashboard 120 Important Canopy Top features 48/50 - Accounting - Accounting Integration - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Appointment Management - Approval Process Control - Approval Workflow - Audit Trail - Billing & Invoicing - Client Management - Client Portal - Configurable Workflow - Credit Card Processing - Customizable Branding - Customizable Reports - Customizable Templates - Data Import/Export - Document Management - Document Storage - Document Templates - Due Date Tracking - Electronic Payments - Email Management - Expense Tracking - Financial Analysis - Financial Management - For Accountants - For CPA Firms - Generative AI - Invoice Management - Invoice Processing - Messaging - Multi-Currency - Online Payments - Progress Tracking - Project Management - Project Time Tracking - Reminders - Reporting/Analytics - Reporting & Statistics - Search/Filter - Secure Data Storage - Staff Management - Status Tracking - Task Management - Third-Party Integrations - Time & Expense Tracking - Timer [See all features](https://www.capterra.com/p/150647/Canopy-Tax/#features) Karbon 43/50 - Accounting - Accounting Integration - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Appointment Management - Approval Process Control - Approval Workflow - Audit Trail - Billing & Invoicing - Client Management - Client Portal - Configurable Workflow - Credit Card Processing - Customizable Branding - Customizable Reports - Customizable Templates - Data Import/Export - Document Management - Document Storage - Document Templates - Due Date Tracking - Electronic Payments - Email Management - Expense Tracking - Financial Analysis - Financial Management - For Accountants - For CPA Firms - Generative AI - Invoice Management - Invoice Processing - Messaging - Multi-Currency - Online Payments - Progress Tracking - Project Management - Project Time Tracking - Reminders - Reporting/Analytics - Reporting & Statistics - Search/Filter - Secure Data Storage - Staff Management - Status Tracking - Task Management - Third-Party Integrations - Time & Expense Tracking - Timer [See all features](https://www.capterra.com/p/156181/Karbon/#features) ### Recognition Canopy is recognized as a top-rated tool in 3 Capterra Shortlist reports Karbon is recognized as a top-rated tool in 2 Capterra Shortlist reports ### Deployment & support 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 Karbon 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 Canopy - By Canopy - Located in United States - Founded in 2013 Karbon - By Karbon - Located in United States - Founded in 2014 ## 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