Copilot vs. Canopy
Choose Copilot over Canopy to keep the same foundational accounting practice management features for your team, and complement them with the highest rated and most customizable secure client portal.
Meet the modern Canopy alternative that will delight your customers.
All-in-one
Impress clients with a seamless all-in-one experience on web and mobile.
Branding
Provide a premium experience by customizing your portal with your brand assets.
Security
Protect sensitive client information. SOC2 and HIPAA reports are available.
Automations
Save time, work more efficiently, and reduce the risk of manual errors.
What do customer say on G2?
Ease of Use
Ease of Setup
Ease of Admin
Quality of Support
Copilot and Canopy Comparison
| Canopy | |||
|---|---|---|---|---|
| Client management |  | | ||
| Invoicing | | | ||
| Subscription management | | | ||
| File-sharing | | | ||
| Contract management | | | ||
| Forms and Surveys | | | ||
| Helpdesk – Create a help center for your clients | | |||
| Live chat | | |||
| White labeling – Custom theme, custom domain, and custom notifications | | |||
| Apps – Embed 1000s of apps | | |||
| Developer platform – API & SDK | | |||
Client management
Invoicing
Subscription management
File-sharing
Contract management
Forms and Surveys
Helpdesk – Create a help center for your clients
Live chat
White labeling – Custom theme, custom domain, and custom notifications
Apps – Embed 1000s of apps
Developer platform – API & SDK
Canopy
Client management
Invoicing
Subscription management
File-sharing
Contract management
Forms and Surveys
Helpdesk – Create a help center for your clients
Live chat
White labeling – Custom theme, custom domain, and custom notifications
Apps – Embed 1000s of apps
Developer platform – API & SDK
"Copilot is the ultimate sidekick for Trulytell. It lets us streamline our client communication, manage projects, and create a special on-brand experience for our clients. "
Founder, Trulytell
Frequently Asked Questions
While there are are many solutions with similar functionality to Copilot, Copilot is the modern alternative that will delight your customers. With a minimalist UI, mobile-first design, comprehensive customization options, and faster performance, Copilot is a product that your customers will love to use.
It usually takes companies less than 15 minutes to migrate to Copilot. With a simple import flow that you can access on the Clients page you can seamlessly import your client lists (along with any custom fields) in a single step.
