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- OfficeTools by CARET
- Canopy-vs-OfficeTools by CARET
Compare Canopy and OfficeTools by CARET 
At a Glance
Market Segments
Small-Business (97.6% of reviews)
Small-Business (96.3% of reviews)
Entry-Level Pricing
$24.00 1 User Per Month
$59 per user / 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 plansOfficeTools by CARET
Star Rating
(90)3.6 out of 5
Market Segments
Small-Business (96.3% of reviews)
Entry-Level Pricing
$59 per user / month
Learn more about OfficeTools by CARETSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Reviews say that Canopy excels in client portals, with a rating of 9.0, allowing for seamless communication and document sharing, while OfficeTools by CARET falls short with a lower rating of 6.2 in this area.
- Users report that Canopy's document creation features, particularly its template creation and flexibility rated at 8.8, provide a more customizable experience compared to OfficeTools by CARET, which has a lower rating of 7.8 for templates.
- Reviewers mention that Canopy's quality of support is highly rated at 9.0, indicating a strong partnership in business, whereas OfficeTools by CARET struggles with a rating of 6.2, suggesting potential challenges in customer service.
- G2 users highlight Canopy's ease of use with a score of 8.9, making it more user-friendly for small businesses, while OfficeTools by CARET's ease of use is rated at 7.0, indicating a steeper learning curve.
- Users on G2 appreciate Canopy's robust analytics capabilities, particularly in engagement tracking rated at 8.9, which helps businesses measure client interactions effectively, while OfficeTools by CARET's analytics features are less impressive with a rating of 7.5.
- Reviewers mention that Canopy's integration with accounting software is rated at 9.0, making it a strong choice for financial management, while OfficeTools by CARET's integration capabilities are rated lower at 7.4, which may limit its functionality in this area.
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Pricing
Entry-Level Pricing
Canopy
Time & Billing*
$24.00
1 User Per Month
*Client Management required.
- Invoicing
- Time tracking
- Reporting
OfficeTools by CARET
Workspace
$59
per user / month
On-premise or hosted solution for firms of all sizes
- Gain a 360 view of your firm and keep everyone on track with due date monitoring, reminders, activity lists, and detailed reporting.
- Automate busywork using recurring workflow templates
- Send invoices and collect payments online using Abacus Payment Exchange (APX)
Free Trial
Canopy
Free Trial is available
OfficeTools by CARET
Free Trial is available
Ratings
Meets Requirements
8.7
321
7.0
71
Ease of Use
8.9
325
7.0
72
Ease of Setup
8.3
242
6.2
41
Ease of Admin
8.6
178
7.2
41
Quality of Support
9.0
313
6.2
71
Has the product been a good partner in doing business?
8.9
176
6.2
38
Product Direction (% positive)
9.0
305
5.4
71
Features by Category
Platform Additional Functionality
9.5
29
Not enough data
7.1
25
Not enough data
8.0
27
Not enough data
9.3
27
Not enough data
Platform Content
7.9
28
Not enough data
Platform Data
7.7
27
Not enough data
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
Bill Generation
Not enough data
7.8
9
Not enough data
7.9
8
Not enough data
7.1
7
Bill Processing
Not enough data
7.2
6
Not enough data
7.5
6
Not enough data
7.3
8
Integration
Not enough data
9.0
7
Not enough data
7.4
7
Not enough data
7.5
6
Agentic AI - Billing
Not enough data
Not enough data
Communication
8.9
177
Not enough data
7.9
176
Not enough data
8.2
170
Not enough data
Collaboration
8.3
169
Not enough data
8.6
173
Not enough data
8.3
161
Not enough data
Billing
8.1
165
Not enough data
7.4
169
Not enough data
7.7
166
Not enough data
Onboarding
8.1
173
Not enough data
7.6
169
Not enough data
8.5
171
Not enough data
Visibility
8.3
174
Not enough data
7.4
166
Not enough data
8.8
173
Not enough data
7.5
166
Not enough data
8.3
173
Not enough data
7.3
164
Not enough data
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 OfficeTools by CARET are categorized as Accounting Practice Management
Unique Categories
Canopy is categorized as Tax Practice Management
OfficeTools by CARET is categorized as Billing
Reviews
Reviewers' Company Size
Canopy
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
OfficeTools by CARET
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
87.8%
Financial Services
7.3%
Law Practice
1.2%
Information Technology and Services
1.2%
Civil Engineering
1.2%
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
Verified User in Accounting
Price! It's just too expensive..........
OfficeTools by CARET
Most Helpful Favorable Review
Verified User in Accounting
time and billing calendar appointments are very good
Most Helpful Critical Review
Verified User in Accounting
Inability to run high level Management Reporting is disappointing, Client Portal is outdated and difficult to work with (Clients also don't like it), Client Contact Tab doesn't have much flexibility in adding new database fields nor flexibility in changing...
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...
Verified User in Accounting
time and billing calendar appointments are very good
Verified User in Accounting
Price! It's just too expensive..........
Verified User in Accounting
Inability to run high level Management Reporting is disappointing, Client Portal is outdated and difficult to work with (Clients also don't like it), Client Contact Tab doesn't have much flexibility in adding new database fields nor flexibility in changing...
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
Would you recommend to switching to cloud base system?
4 comments
FB
Yes, I would. We resisted having our paperless storage in the cloud but the problem is that there is no new development for desktop platforms. All of the top...Read more
Are other firms having problems with Work in Process and Accounts Receivable reports.
3 comments
GF
Hello Ronald,
We don't use the accounts receivable function, however the returns for sales reports work really well. The WIP I haven't seen any issues with...Read more
When can you integrate google calendar to the office tools calendar and scheduler?
1 comment
NL
Hi Mark - At this time this is not on the current development roadmap for OfficeTools.Read more
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