Capterra Logo
Helping businesses choose better software since 1999

Canopy vs Hubdoc: Which is a better fit?

Updated on December 22nd, 2024
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Summary
Key features rated by users
Features selected based on 31,871 reviews from Document Management users.
% Fit
Not enough reviews
Feature ratings
Secure Data Storage
4.5
Document Storage
4.9
Mobile Access
--
File Sharing
4.6
Email Management
2.0
% Fit
Missing features
Not enough reviews
Feature ratings
Secure Data Storage
4.7
Document Storage
4.3
Mobile Access
4.5
File Sharing
NA
Email Management
NA
User satisfaction
4.5
User reviews224
Ease of use
4.5
Functionality
4.3
Value for money
4.2
Customer support
4.4
4.1
User reviews86
Ease of use
4.1
Functionality
3.8
Value for money
4.1
Customer support
3.8
Price starts from
/user
Monthly subscription
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

Canopy is suited for mid-size accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform.

Document management solution designed for businesses of all sizes that helps extract information from bills, categorize data, snap & send papers, collaborate with bookkeepers, and more.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-6f98241a-6d64-41e1-8326-08dbcf6d3658
Joshua G
owner
4.0

Joshua G.: I'm Joshua. I'm the owner of an accounting firm and I give Canopy four out of five stars. Before there was Canopy, it was a hodgepodge of trying to use different systems and software. There wasn't anything that really stood out. I chose Canopy because they allow me to keep every client's information confidential and secure. It's, well, as I understood it, better than bank level security when it comes to keeping private information private. Getting onto Canopy was a piece of cake, I guess you could say. Logging in, seeing everything laid out, I guess you could say ergonomically, it was just very easy to use. If you're considering Canopy to use in your business, I don't know. I'd just say they're a great product to work with. Customer support is excellent and I just really love it and hope you will too.

How Capterra sources reviews
View all video reviews
video-9d0f5b45-3b8b-4c7f-8f53-08db41fb6169
Andrew T. S
Chief Executive Officer
5.0

Andrew S.: My name is Andrew. I'm the chief executive officer at a bookkeeping firm. We are basically a management and consultation firm that specializes in bookkeeping, where we have used Hubdoc in the past, and my personal experience, I'd rate it as a five. We use Hubdoc mainly for our clients that want to import their receipts. So we use it mostly for receipt management. We use it to link the receipts within QuickBooks. So we connect both programs together and basically that's what we use it for. What I like most about Hubdoc is I did some comparisons with other programs. So number one, it's affordable. Number two, they have a very nice mobile app. Number three, I also like the fact that you can have multiple logins, so therefore you may have... For example, we used it for a trucking company so the truck driver was able to use Hubdoc to record his receipts. The owner of the company was able to go in and see as well as we, during the books, were able to map those receipts to the customer's files. The only problem we had with Hubdoc was some of the receipts when they're imported, they were not properly mapped, so we had to go in and manually adjust probably the amounts and stuff like that. So it was a little tedious process. I know they did have a support system that was able to assist with this, but that was the only problem that we had with Hubdoc.

How Capterra sources reviews
View all video reviews
User interface
150647 video thumbnail}
1 Video
165724 video thumbnail}
1 Video
150647
5 screenshots
165724
3 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Access Controls/Permissions
207
Important
Access Expiration Management
388
Important

Canopy

Top Features
39/45
  • Access Expiration Management
  • Annotations
  • Document Editing
  • Metadata Extraction
  • Optical Character Recognition
  • SSL Security
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • API
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Tracking
  • Content Management
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Review
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • File Conversion
  • File Recovery
  • File Sharing
  • Forms Management
  • Full Text Search
  • Mobile Access
  • Offline Access
  • Reporting & Statistics
  • Search/Filter
  • Secure Data Storage
  • Tagging
  • Task Management
  • Third-Party Integrations
  • Version Control
  • Workflow Management
See All features
Hide Document Management Software Features -

Hubdoc

8/45
Show Document Management Software Features +

Canopy

--

Hubdoc

--

Canopy
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
Hubdoc
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
  • By Canopy
  • Located in United States
  • Founded in 2013
Hubdoc
  • By Xero
  • Located in New Zealand
  • Founded in 2006
Need a Little Help?

Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.

Recommendations

Products similar to those you're currently comparing: