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Compare Canopy and Karbon 
At a Glance
Market Segments
Small-Business (97.6% of reviews)
Small-Business (89.7% of reviews)
Entry-Level Pricing
$24.00 1 User Per Month
$59.00 1 Users Per Month
Canopy
Star Rating
(459)4.6 out of 5
Market Segments
Small-Business (97.6% of reviews)
Entry-Level Pricing
$24.00 1 User Per Month
Free Trial is available
Browse all 5 pricing plansKarbon
Star Rating
(668)4.8 out of 5
Market Segments
Small-Business (89.7% of reviews)
Entry-Level Pricing
$59.00 1 Users Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Canopy excels in its "Client Portals" feature, scoring 9.0, which allows for seamless client communication and document sharing, while Karbon's score of 8.0 indicates room for improvement in this area.
- Reviewers mention that Karbon shines in "Collaboration" with a score of 9.3, highlighting its strong capabilities in team tasks and version control, whereas Canopy's score of 8.4 suggests it may not be as robust in collaborative features.
- G2 users note that Canopy's "Document Creation" capabilities, particularly in "Custom Branding" (8.8), are highly customizable, making it a favorite for businesses looking to maintain brand consistency, while Karbon's flexibility in this area is less emphasized.
- Users on G2 report that Karbon's "Automation" features (8.8) are superior, allowing for more streamlined workflows compared to Canopy's score of 7.9, which may lead to more manual processes for users of Canopy.
- Reviewers say that Canopy's "Quality of Support" (9.0) is a strong point, with many praising the responsiveness and helpfulness of the support team, while Karbon's score of 9.3 indicates it also provides excellent support, but Canopy's users feel slightly more satisfied.
- Users report that Canopy's "Ease of Setup" (8.3) is more favorable compared to Karbon's 7.8, suggesting that new users may find Canopy easier to implement and start using effectively right away.
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Pricing
Entry-Level Pricing
Canopy
Time & Billing*
$24.00
1 User Per Month
*Client Management required.
- Invoicing
- Time tracking
- Reporting
Karbon
Team
$59.00
1 Users Per Month
For smaller teams looking to consolidate workflows into an integrated collaboration platform.
- Integrated Email
- Team Collaboration Tools
- Workflow and To-Do Lists
Free Trial
Canopy
Free Trial is available
Karbon
Free Trial is available
Ratings
Meets Requirements
8.7
321
9.0
527
Ease of Use
8.9
325
8.8
529
Ease of Setup
8.3
242
7.9
307
Ease of Admin
8.6
178
8.6
240
Quality of Support
9.0
313
9.3
501
Has the product been a good partner in doing business?
8.9
176
9.4
239
Product Direction (% positive)
9.0
305
9.7
495
Features by Category
Setup
Not enough data
9.0
266
Not enough data
9.0
279
Not enough data
8.5
263
Not enough data
8.8
277
Management
Not enough data
8.3
266
Not enough data
8.6
257
Not enough data
7.9
216
Generative AI
Not enough data
7.8
92
Agentic AI - Workflow Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
9.5
29
9.2
72
7.1
25
8.8
70
8.0
27
7.4
67
9.3
27
7.8
70
Platform Content
7.9
28
8.9
72
Platform Data
7.7
27
8.7
73
Agentic AI - Tax Practice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Payment Processing
Not enough data
9.5
7
Not enough data
7.5
6
Not enough data
6.7
5
Not enough data
8.7
5
Administration
Not enough data
10.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Payment Options
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Communication
8.9
177
8.1
234
7.9
176
8.8
241
8.2
170
8.8
213
Collaboration
8.3
169
9.3
233
8.6
173
9.3
239
8.3
161
Feature Not Available
Billing
8.1
165
8.1
221
7.4
169
7.6
209
7.7
166
6.7
177
Onboarding
8.1
173
9.0
239
7.6
169
9.2
233
8.5
171
8.9
230
Visibility
8.3
174
9.1
237
7.4
166
8.2
208
8.8
173
8.0
217
7.5
166
8.4
220
8.3
173
8.8
228
7.3
164
8.3
213
Agentic AI - Accounting Practice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Canopy and Karbon are categorized as Accounting Practice Management and Tax Practice Management
Unique Categories
Canopy has no unique categories
Karbon is categorized as Workflow Management and Payment Processing
Reviews
Reviewers' Company Size
Canopy
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Karbon
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Accounting
91.2%
Financial Services
5.5%
Law Practice
1.1%
Airlines/Aviation
0.7%
Consulting
0.2%
Other
1.3%
Accounting
95.3%
Financial Services
1.5%
Consulting
1.1%
Marketing and Advertising
0.6%
Law Practice
0.3%
Other
1.2%
Most Helpful Reviews
Canopy
Most Helpful Favorable Review
Stacy C.
Verified User in Accounting
Canopy is continually trying to better it's software for the convenience of its customers and really understand everyone's business needs. I love how easy it is to offer suggestions and feedback to the support team and get their help with any issues we...
Most Helpful Critical Review
David R.
Verified User in Accounting
The annual commitment. The customer account manager only restates TOS and would not listen to reason on my concerns regarding the subscription and the passing of my in-house tax professional.
Karbon
Most Helpful Favorable Review
Scott K.
Verified User in Accounting
1. Triage - Replace Slack with Comments on Emails & Jobs 2. Work - Automations so client responses can change Statuses & Due Date (Checklist 1 = 14 days due date, Checklist 2 = 3 days due date) 3. Time & Billing - you can see which clients you haven't...
Most Helpful Critical Review
Verified User in Accounting
It is impossible delete emails within Karbon
Stacy C.
Verified User in Accounting
Canopy is continually trying to better it's software for the convenience of its customers and really understand everyone's business needs. I love how easy it is to offer suggestions and feedback to the support team and get their help with any issues we...
Scott K.
Verified User in Accounting
1. Triage - Replace Slack with Comments on Emails & Jobs 2. Work - Automations so client responses can change Statuses & Due Date (Checklist 1 = 14 days due date, Checklist 2 = 3 days due date) 3. Time & Billing - you can see which clients you haven't...
David R.
Verified User in Accounting
The annual commitment. The customer account manager only restates TOS and would not listen to reason on my concerns regarding the subscription and the passing of my in-house tax professional.
Verified User in Accounting
It is impossible delete emails within Karbon
Alternatives
Discussions
Tax data manipulation
2 comments
Official Response from Canopy
Hello Terri.
We realize that your question might have some specific use case that we didn’t consider, but we tried to answer this to the best of our ability...Read more
What is the best way to transition to Canopy's time/billing option?
1 comment
TT
Hi Tiffany- Happy to hear you're interested in streamlining more of your practice with Canopy! Getting set up with Canopy Payments starts with a simple...Read more
Canopy has no more discussions with answers
The text is asking for more information about "Aliases" or requesting the organization of a webinar on the topic.
1 comment
LM
Hi Ciara, are you referring to using an alias email address, and using that with Karbon? If so, this help article might be helpful:...Read more
Can I use karbon with IG, FB
1 comment
MD
There are no native social integrations built in Karbon, but the possibilities are endless when using the open API.Read more
Please tell me you are not going to remove "To Do",and the ability to focus in on only Today's Tasks
1 comment
MD
Karbon is working towards a more thoughtful approach to work. The end result will be different in many ways but will not be worse overall and will be better...Read more
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