# Compare Canopy vs Dext 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Canopy and Dext based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/150647-160189/Canopy-Tax-vs-Dext

---

# Canopy vs Dext Features and Cost Comparison

Last updated April 17th, 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:

CanopyDext2/4 selected

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

[Dext](https://www.capterra.com/p/160189/Dext/)[4.3 (173)](https://www.capterra.com/p/160189/Dext/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

[## Dext](https://www.capterra.com/p/160189/Dext/)[4.3 (173)](https://www.capterra.com/p/160189/Dext/reviews/)

Starting Price

$31.50/month

Value-for-Money

3.9

Functionality

4.2

Ease of Use

4.3

Customer Service

3.8

Reviews Sentiment

Based on [173 reviews](#user-reviews)

Positive

146

Neutral

13

Negative

14

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## Summary

* * *

Key features rated by users

Features selected based on 7,739 reviews from accounting 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

Feature ratings

Income & Balance Sheet

NA

Chart of Accounts

NA

Document Management

4.8

Data Security

NA

Financial Reporting

4.4

\--%Fit

Missing features

Not enough reviews

Feature ratings

Income & Balance Sheet

NA

Chart of Accounts

NA

Document Management

4.7

Data Security

5.0

Financial Reporting

NA

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

4.3

User reviews[173](https://www.capterra.com/p/160189/Dext/reviews/)

Ease of use

4.3

Functionality

4.2

Value for money

3.9

Customer support

3.8

Price starts from

Price starts from

$22Per User, Per Month

-   Free version
-   Free trial

Price starts from

$31.50Per 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

Ideal for accountants, bookkeepers, and small to medium-sized businesses in retail, construction, hospitality, and services looking to automate bookkeeping from data capture to publish.

## User reviews

Pros & cons

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)

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)

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)

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)

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)

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 has..."

[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)

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)

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)

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

> "Software was not really built for public accounting."

[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)

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

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)

CE

Christina E.

Partner

> "Reporting has a lot to be desired. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692)

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)

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)

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)

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

> "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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

AT

Audrey T.

PRACTICE MANAGER

> "Onboarding was a nightmare. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4494408)

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)

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)

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)

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)

GT

Gena T.

Director of Compliance

> "It's clean, intuitive, and easy for clients to upload and access documents."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061374)

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/)

Nathan H.

Owner

> "This program allows me to not only upload receipts and have its vendor, cost and account extracted then published to my..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7106648)

TJ

Talisa J.

Chief Compliance Officer

> "The main practice being excluded from reporting means we can't create month-end bookkeeping dashboards as easily to track our..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7087765)

CD

Charlie D.

Accountant

> "Dext allows me to integrate many of my clients with Xero and for them to upload invoices seamlessly."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7087727)

ZL

Zach L.

FPA Manager

> "As there are a lot of settings available, you can't limit certain fields to be hidden for non-finance users, making it more..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7124544)

ID

Isabelle D.

Apprentice Accountant

> "The platform allows me to easily take photographs of invoices, receipts and import email documents."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7121949)

ID

Isabelle D.

Apprentice Accountant

> "Even when the supplier is on the invoice or receipt it sometimes codes the supplier to 'unknown' which can sometimes be time..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7121949)

ZL

Zach L.

FPA Manager

> "Dext makes it quick and easy to capture, extract, and streamline purchase invoices and receipts, significantly reducing..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7124544)

HN

Hallye N.

Operations Manager

> "I don't like that sometimes the emailing in feature does not work and sometimes it cannot read the text on the receipt"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6864525)

TJ

Talisa J.

Chief Compliance Officer

> "Product updates, changes and new features are communicated to us by our account manager making it easy to implement..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7087765)

TH

Tom H.

Research Manager

> "I found it difficult to submit a petrol claim with the manual entry element."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6822402)

ID

Isabelle D.

Apprentice Accountant

> "I particularly like the extracting lines function it offers when I have long receipts, this makes my tasks much more time..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7121949)

SS

Susie S.

Accounting Manager

> "The dashboard is a little busy and I don't like the matching feature. "

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6833043)

CR

Charly R.

Operations Manager

> "Since I started using Dext with Xero , my overall experience has been great , it makes things easier to be able to combine..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7122783)

SS

Sunayana S.

AVP

> "sometimes figures do not populate correctly from accounting software"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6474559)

HM

Hannah M.

Client Success Manager

> "Overall, Dext is a highly effective bookkeeping solution that aligns well with cloud-based accounting practices."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7121936)

SP

Sean P.

Owner

> "I guess our one issue is that Dext uses an authentication service to link our bank account but it doesn’t seem to work for..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4967379)

TJ

Talisa J.

Chief Compliance Officer

> "We love how user friendly it is, all of our clients have Dext subscriptions and it makes both our lives and theirs easier..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7087765)

KM

Kaylee M.

Managing Director

> "It is totally unusable for every single one of our clients, and customer service never seemed to care about the fact we are..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6203309)

HM

Hannah M.

Client Success Manager

> "This ease of setup significantly reduces onboarding time and helps clients adopt the software quickly, which is crucial from..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7121936)

WD

Wendy D.

Finance Manager

> "Nothing I do not like about the software, it has so many features that are useful."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6545179)

EG

Emily G.

Bookkeeper

> "The AI and rule setup for suppliers is very clever too"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7123625)

MB

Marilynn B.

Accountant

> "My overall experience with dext was horrible, customer service was nonexistent, there is no phone number to call a person and..."

[See full review](https://www.capterra.com/p/160189/Dext/#GetApp___3723139)

CD

Charlie D.

Accountant

> "The value for money per client is amazing for the features that are offered too."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7087727)

DA

Daniel A.

Owner

> "I'm honestly unsure that I have come across something I don't like."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6458678)

AD

Abegail D.

Finance Assistant

> "The automation reduces manual entry errors and saves us valuable time, allowaing us to focus on more strategic tasks."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6416337)

VR

Verified Reviewer

Owner

> "Canceling your subscription with Dext is nearly impossible. "

[See full review](https://www.capterra.com/p/160189/Dext/#GetApp___4970498)

DA

Daniel A.

Owner

> "Dext makes scanning receipts 10 times quicker and even reads the info manually in super fast time."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6458678)

SS

Shelby S.

Owner

> "I’ve been emailing support for almost 2 months to close the account due to their unethical practices and have gotten nowhere."

[See full review](https://www.capterra.com/p/160189/Dext/#GetApp___4888544)

FP

Faheem P.

Manager

> "Invoicing can be easily transmitted to bookkeeping software so you don’t miss any transaction for tax purposes"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6312156)

AW

Andrew W.

Administration Assistant

> "Really poor customer support options, don't expect a reply for up to a week."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6023790)

DH

Daniel H.

Vice President

> "Dext saves my business a lot of time by setting up automatic rules for suppliers, bank accounts, etc. to directly integrate..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4841304)

AW

Andrew W.

Administration Assistant

> "Not good when you have to pay your workers and nothing functioning."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6023790)

CF

Cody F.

Finance Director

> "Few to no issues with receiving documents from outside the org, the OCR is fairly capable, and the platform learns quickly &..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4973031)

KM

Kaylee M.

Managing Director

> "There are a lot of features we were promised that do not work at all."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6203309)

EG

Emily G.

Bookkeeper

> "Would definitely recommend it and we always try get new clients set up on Dext."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7123625)

PS

Pete S.

Director

> "It does not always link with emails forwarded with attached invoices, which in turn does not link to Xero"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3767241)

JP

Joy P.

Office Manager

> "Overall this system makes uploading and processing our supplier invoices much quicker and easier."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6739837)

SH

Sherry H.

President

> "Customer service is terrible and the businesses practices are appalling."

[See full review](https://www.capterra.com/p/160189/Dext/#SoftwareAdvice___6150645)

CF

Cody F.

Finance Director

> "Big process improvement! When I started, we had multiple individual accounts set up instead of a single account housing each..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4973031)

SH

Sherry H.

President

> "I've been paying $276 a month for a year and never used it."

[See full review](https://www.capterra.com/p/160189/Dext/#SoftwareAdvice___6150645)

AW

Andrew W.

Administration Assistant

> "Our staff used the software with ease and were able to confirm 90% of the time, to the required use of the software making it..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6023790)

SE

Sian E.

Owner/manager

> "I can't access all features through the app and have to use the desktop version"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4615839)

JF

James F.

Co-founder

> "Overall easy to use software, with snap receipt feature that is slightly better than other software (including user..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6657531)

SJ

Shanel J.

Owner

> "You can’t reach a customer service if needed one"

[See full review](https://www.capterra.com/p/160189/Dext/#SoftwareAdvice___4670989)

CF

Cody F.

Finance Director

> "There is a wide array of features on this platform, but everything is labeled & explained well, so while there is..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4973031)

Russell B.

CEO

> "Receipt matching to existing QBO transactions is inconsistent and only looks back 3 months so it is not ideal for clean up..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3264517)

EG

Emily G.

Bookkeeper

> "So easy to use as a bookkeeper and also for the client."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___7123625)

SJ

Shanel J.

Owner

> "It’s been aiight at least my frustration comes from their having lack of customer service support"

[See full review](https://www.capterra.com/p/160189/Dext/#SoftwareAdvice___4670989)

MN

Mbali N.

Accountant

> "It has helped streamline work and audits."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6758576)

HQ

Howard Q.

Executive Chef

> "Currently, I can only search by supplier."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4522128)

AC

Allie C.

Proprietor

> "Simplicity of recording invoices which is excellent for ease of yearly accounting when you are too busy for filing"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___5069806)

Darcy W.

Marketing Assistant

> "Sometimes it doesn't autopopulate the amount and taxes properly like some other software like Receipt Bank."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3477086)

CB

Christal B.

CEO

> "Overall, Dext Prepare is a great app to add to your tech stack when it comes to organizing your sales and expense receipts."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4901766)

SJ

Shanel J.

Owner

> "Customer service is not their top priority."

[See full review](https://www.capterra.com/p/160189/Dext/#SoftwareAdvice___4670989)

SS

Susie S.

Accounting Manager

> "Onboarding was easy, and so are the other features. "

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6833043)

LB

Lynda B.

Interpreter

> "Non existent support or customer service"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4005097)

JF

Jack F.

Finance Manager

> "This saves us countless hours of manual data entry and ensures consistent entries"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4834587)

CM

Christie M.

Bookkeeper

> "In the end, Dext offered to cancel my current subscription (but I wouldn’t get a refund) and then they’d give me 20% off a..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3381520)

CB

Christal B.

CEO

> "Dext Prepare is easy to setup and use whether you're a small business or an accountant looking to help your clients keep up..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4901766)

TT

Tomas T.

CEO

> "The tool itself sometimes has issues reading excel files. "

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3249322)

AM

Alexandra M.

Operational Services Manager

> "Dext ensures all of our invoices are connected to Quickbooks so we can keep track, and pay bills on time."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3845564)

VY

Veronica Y.

Accountant

> "I don't like the pricing scheme"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3979580)

SD

Simon D.

MD

> "We already liked Dext, then recently found out about a new integration feature where it links with and fetches data directly..."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3964005)

AA

Andy A.

owner

> "support is awful"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3798482)

VR

Verified Reviewer

Owner

> "It integrates with our bookkeeping system Quickbooks."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6087346)

RA

Rubina A.

Director

> "does not have major utility companies on board to fetch invoices"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3228773)

SP

Sean P.

Owner

> "I feel like this will make us very organized and ease the life of our bookkeeper and accountant as a result."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4967379)

TG

Theresa G.

Program manager

> "For employees, some of the features are confusing."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___2948743)

EA

Emily A.

Office Administrator

> "Easy to use & simple."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6767069)

HM

Hellen M.

Auditor general

> "Its subminimal to small accounts as small account holders cannot much benefit from it"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___2583102)

MN

Mbali N.

Accountant

> "Easy to use and accurate extractions, app always functional"

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___6758576)

Russell B.

CEO

> "It would be so simple to correct this that it is extremely annoying that they won't do it."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3264517)

DJ

Daniel J.

Accountant

> "The data extraction worked great and the ability to also automatically mark payments to bills is also a timesaver."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___3988390)

VR

Verified Reviewer

Accountant

> "The lack of approval levels to segregate groups of employees."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___2577225)

SP

Sean P.

Owner

> "I have already recommended it to others to help with their bookkeeping and general records."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___4967379)

AT

Alex T.

Accounts Assistant

> "These are daily mistakes, possibly every other day."

[See full review](https://www.capterra.com/p/160189/Dext/#Capterra___2671825)

[View Reviews](https://www.capterra.com/p/160189/Dext/reviews/)

## User interface

4.53 (286)

[Dext](https://www.capterra.com/p/160189/Dext/)

4.29 (173)

## 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

Accounts Payable

150

Important

Accounts Receivable

120

Important

Canopy

Top features

30/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/150647/Canopy-Tax/#features)

Dext

17/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/160189/Dext/#features)

### Recognition

Canopy is recognized as a top-rated tool in 3 Capterra Shortlist reports

No recognitions have been awarded to Dext

### 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

Dext

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

Dext

-   By Dext
-   Located in United Kingdom
-   Founded in 2010

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