Qount
Qount is a unified practice management platform for multi-service accounting firms covering workflow automation, billing, and client management.
Canopy
Website: www.getcanopy.com
Canopy at a glance
- Best for
- 10–50 employee firms offering a variety of services
- Pricing model
- Modular
- Starting price
- $150/mo
- Free trial
- 15 days
- Regions
- US
Canopy is a cloud-based practice management platform with a modular structure — firms can subscribe to individual modules for client management, document management, workflow automation, time and billing, and tax resolution, or use them all together.
The modular approach lets firms start with the features they need and add capabilities as the practice grows, rather than paying for a monolithic system upfront. Each module integrates with the others, so client data, documents, and time entries flow between them without duplicate entry.
Canopy’s tax resolution module is a notable differentiator. It includes IRS transcript pulls, notice tracking, resolution case management, and penalty abatement tools — features not typically found in general practice management platforms. Firms with a tax resolution practice or those that handle IRS representation work find this module particularly useful.
The platform integrates with QuickBooks Online, Xero, and common tax preparation software. It is best suited for US accounting and tax firms with 10–50 employees that offer a variety of services, especially those that want to adopt practice management incrementally rather than committing to a monolithic system upfront.
Pricing
Modular pricing with two tracks:
Small firms (4 or fewer users): Bundled plans from $150/month (annual billing).
Growing firms (5+ users): $150/month base platform (unlimited users, up to 2,500 clients) plus per-user module pricing:
- Workflow: ~$36/user/month
- Client management: ~$32/user/month
- Document management: ~$22/user/month
- Tax Resolution: $50/user/month (add-on)
A 10-person firm with all standard modules runs approximately $1,050/month. 15-day free trial available.
Reviews
- G2: 4.6/5 (640 reviews)
- Capterra: 4.5/5 (221 reviews)
Features
Workflow Management
| Feature | Supported |
|---|---|
| List view | Yes |
| Kanban view | No |
| Job/work templates | Yes |
| Recurring jobs | Yes |
| Subtasks | Yes |
| Task dependencies | Yes |
| Automations | Yes |
| Custom statuses | Yes |
| @Mentions | Yes |
| Statutory due dates | Yes |
Client Management
| Feature | Supported |
|---|---|
| Client directory | Yes |
| Contacts | Yes |
| Client groups | Yes |
| Custom fields | Yes |
| Tags | Yes |
| Notes | Yes |
| Leads | Yes |
| CRM sync (QBO) | Yes |
| CRM sync (Xero) | No |
Client Portal
| Feature | Supported |
|---|---|
| Client portal | Yes |
| Client tasks/requests | Yes |
| File uploads | Yes |
| Secure messaging | Yes |
| Scheduling | Yes |
| E-signatures | Yes |
| White label/custom branding | Yes (subdomain) |
| Feature | Supported |
|---|---|
| Outlook integration | Yes |
| Gmail integration | Yes |
| Shared inboxes | No |
| Email-to-task | Yes |
| Email templates | No |
| AI email drafting | Yes |
| AI email summarization | No |
| View all client comms | Yes |
Time Tracking & Billing
| Feature | Supported |
|---|---|
| Time tracking | Yes |
| Timers | Yes |
| Invoicing | Yes |
| Fixed fee & hourly billing | Yes |
| Recurring billing | Yes |
| Online payments | Yes |
| WIP tracking | No |
| Write up/down | No |
| Realization reporting | Yes (by staff and client) |
| QBO invoice sync | Yes |
| Xero invoice sync | No |
Document Management
| Feature | Supported |
|---|---|
| Document storage | Yes |
| Folders | Yes |
| Folder templates | Yes |
| File sharing with clients | Yes |
| SharePoint integration | No |
| Google Drive | No |
| Dropbox | No |
Reporting
| Feature | Supported |
|---|---|
| Time reports | Yes |
| Billing reports | Yes |
| Capacity/workload | Yes |
| Revenue insights | No |
Proposals & Engagement
| Feature | Supported |
|---|---|
| Proposals | Yes |
| Engagement letters | Yes |
| E-signatures on engagements | No |
Integrations
| Feature | Supported |
|---|---|
| QuickBooks Online | Yes |
| Xero | Yes |
| Outlook | Yes |
| Gmail | Yes |
| Zapier | Yes |
| Make | No |
| API | Yes |
| Webhooks | No |
Security & Admin
| Feature | Supported |
|---|---|
| User roles | Yes |
| Custom permissions | No |
| 2FA/MFA | Yes |
| SSO | No |
| SOC 2 | Yes (Type 2) |
| Client access controls | Yes |
AI Features
| Feature | Supported |
|---|---|
| AI email drafting | Yes |
| AI email summarization | No |
| AI task suggestions | No |
| AI document classification | Yes |
| AI search | No |
Mobile
| Feature | Supported |
|---|---|
| Mobile-friendly (internal) | Yes |
| Native mobile app (internal) | No |
| Native mobile app (client portal) | No |
Compliance & Regulatory
| Feature | Supported |
|---|---|
| HMRC integration | No |
| Companies House integration | No |
| ATO integration | No |
| IRS transcript pulls | Yes |
| MTD support | No |
| Statutory deadline tracking | Yes |
Support & Onboarding
| Feature | Supported |
|---|---|
| Chat support | Yes |
| Email support | Yes |
| Phone support | Yes (scheduled) |
| Dedicated rep | Yes |
| Onshore support | Yes |
| Free onboarding | Yes (DIY + assisted) |
| Paid onboarding packages | Yes |
| Knowledge base/docs | Yes |
Canopy Alternatives
Other practice management tools for accounting firms, ordered by how much of Canopy's functionality they cover. Our feature data is still incomplete for BrightManager (formerly Accountancy Manager), so it ranks lower here than a full assessment might place it.
Tidyflow
Practice management platform for accounting firms combining workflows, client requests, documents, email, proposals, time tracking, and billing.
BrightManager (formerly Accountancy Manager)
UK practice management software for accountants with automated deadline tracking, client onboarding, and HMRC/Companies House integration.
TaxDome
All-in-one practice management for accounting firms combining CRM, workflows, client portal, document management, and billing.
Liscio
Secure client communication and document exchange platform for accounting firms, replacing email with encrypted messaging and e-signatures.
Karbon
Practice management platform built for accounting firms with workflow automation, team collaboration, and client management tools.