Canopy
Cloud practice management for accounting firms with client management, document management, workflow, time and billing modules.
Website: www.ignitionapp.com
Ignition at a glance
- Best for
- Firms focused on proposals, engagement letters & payments
- Regions
- US, AU, UK, Global
Ignition (formerly Practice Ignition) is a client engagement and commerce platform for accounting firms. It handles proposal creation, engagement letters, scope-of-work agreements, and automated payment collection in one workflow.
Firms use Ignition to send branded proposals that clients can review, accept, and sign online. Once signed, the platform can automatically trigger workflows in connected practice management tools (Karbon, Xero Practice Manager, etc.), set up recurring billing, and collect payments via direct debit or credit card. This automates the handoff from client acceptance to active engagement.
The platform includes customizable service templates with pre-built pricing, making it faster to assemble proposals for common service bundles. It is best suited for firms that want to tighten up their engagement process and automate payment collection, particularly those already using cloud practice management tools that integrate with it.
Because it covers engagement and billing but not job workflows, documents, or a client portal, firms typically run it alongside a separate practice management system rather than in place of one.
Pricing
Contact Ignition for current pricing.
Alternatives
Firms evaluating Ignition usually fall into two groups:
- You only need proposals, engagement letters, and payments. GoProposal, Anchor, and Cone cover the same engagement-to-payment path as standalone tools.
- You want proposals inside your practice management system. Tidyflow handles proposals, engagement letters, e-signatures, and recurring billing alongside job workflows, a client portal, document management, and time tracking, with public per-user pricing and unlimited portal users. Karbon and TaxDome also bundle engagement features into a wider suite.
The trade-off is depth versus consolidation: Ignition’s proposal and payment automation is more specialised, while a bundled tool removes the handoff between engagement, workflow, and billing.
Reviews
Review data being updated.
Features
Workflow Management
| Feature | Supported |
|---|---|
| List view | No |
| Kanban view | No |
| Job/work templates | No |
| Recurring jobs | No |
| Subtasks | No |
| Task dependencies | No |
| Automations | Yes |
| Custom statuses | No |
| @Mentions | No |
| Statutory due dates | No |
Client Management
| Feature | Supported |
|---|---|
| Client directory | Yes |
| Contacts | Yes |
| Client groups | — |
| Custom fields | — |
| Tags | — |
| Notes | — |
| Leads | Yes |
| CRM sync (QBO) | Yes |
| CRM sync (Xero) | Yes |
Client Portal
| Feature | Supported |
|---|---|
| Client portal | No |
| Client tasks/requests | No |
| File uploads | No |
| Secure messaging | No |
| Scheduling | No |
| E-signatures | Yes |
| White label/custom branding | Yes |
| Feature | Supported |
|---|---|
| Outlook integration | No |
| Gmail integration | No |
| Shared inboxes | No |
| Email-to-task | No |
| Email templates | Yes |
| AI email drafting | No |
| AI email summarization | No |
| View all client comms | No |
Time Tracking & Billing
| Feature | Supported |
|---|---|
| Time tracking | No |
| Timers | No |
| Invoicing | Yes |
| Fixed fee & hourly billing | Yes |
| Recurring billing | Yes |
| Online payments | Yes |
| WIP tracking | No |
| Write up/down | No |
| Realization reporting | No |
| QBO invoice sync | Yes |
| Xero invoice sync | Yes |
Document Management
| Feature | Supported |
|---|---|
| Document storage | No |
| Folders | No |
| Folder templates | No |
| File sharing with clients | No |
| SharePoint integration | No |
| Google Drive | No |
| Dropbox | No |
Reporting
| Feature | Supported |
|---|---|
| Time reports | No |
| Billing reports | Yes |
| Capacity/workload | No |
| Revenue insights | Yes |
Proposals & Engagement
| Feature | Supported |
|---|---|
| Proposals | Yes |
| Engagement letters | Yes |
| E-signatures on engagements | Yes |
Integrations
| Feature | Supported |
|---|---|
| QuickBooks Online | Yes |
| Xero | Yes |
| Outlook | No |
| Gmail | No |
| Zapier | Yes |
| Make | No |
| API | Yes |
| Webhooks | Yes |
Security & Admin
| Feature | Supported |
|---|---|
| User roles | Yes |
| Custom permissions | — |
| 2FA/MFA | Yes |
| SSO | — |
| SOC 2 | — |
| Client access controls | — |
AI Features
| Feature | Supported |
|---|---|
| AI email drafting | No |
| AI email summarization | No |
| AI task suggestions | No |
| AI document classification | No |
| 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 | No |
| MTD support | No |
| Statutory deadline tracking | No |
Support & Onboarding
| Feature | Supported |
|---|---|
| Chat support | Yes |
| Email support | Yes |
| Phone support | — |
| Dedicated rep | — |
| Onshore support | Yes |
| Free onboarding | Yes (DIY) |
| Paid onboarding packages | Yes |
| Knowledge base/docs | Yes |
Ignition Alternatives
Other practice management tools for accounting firms, ordered by how much of Ignition'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.
Qount
Qount is a unified practice management platform for multi-service accounting firms covering workflow automation, billing, and client management.
BrightManager (formerly Accountancy Manager)
UK practice management software for accountants with automated deadline tracking, client onboarding, and HMRC/Companies House integration.
Tidyflow
Practice management platform for accounting firms combining workflows, client requests, documents, email, proposals, time tracking, and billing.
TaxDome
All-in-one practice management for accounting firms combining CRM, workflows, client portal, document management, and billing.
Uku
Modern practice management software for accounting firms featuring task management, time tracking, client portal, invoicing, and team workload monitoring.