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Canopy vs Veryfi: Which is a better fit?

Updated on February 2nd, 2025
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Summary
Features in Tax Practice Management
34
Best performer
37
  • Accounting
  • ACH Payment Processing
  • Activity Dashboard
15
37
User satisfaction
4.5
User reviews224
Ease of use
4.5
Functionality
4.3
Value for money
4.2
Customer support
4.4
4.8
User reviews185
Ease of use
4.8
Functionality
4.8
Value for money
4.6
Customer support
4.8
Price starts from
/user
Monthly subscription
Free version
Free trial
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Monthly subscription
Free version
Free trial
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.

Financial Technology (Fintech) - Expense management companies - Accounts payable solutions - Bill pay services - Banking institutions Consumer Packaged Goods (CPG) - Loyalty programs

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.

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User interface
150647 video thumbnail}
1 Video
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150647
5 screenshots
180429
4 screenshots

Canopy

Top Features
34/37
  • Cash Management
  • Email Reminders
  • Tax Filing
  • Access Controls/Permissions
  • Accounting
  • ACH Payment Processing
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Approval Process Control
  • Audit Management
  • Bank Reconciliation
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Employee Management
  • For Tax Practices
  • Mobile Access
  • Project Management
  • Real-Time Updates
  • Reporting & Statistics
  • Status Tracking
  • Task Management
  • Tax Forms
  • Third-Party Integrations
  • Timesheet Management
  • Time Tracking
  • Workflow Management
See All features
Hide Tax Practice Management Software Features -

Veryfi

15/37
Show Tax Practice Management Software Features +

Canopy

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Veryfi

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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
Veryfi
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
Veryfi
  • By Veryfi
  • Located in United States
  • Founded in 2016
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