Compare Canopy and Jetpack Workflow 
- Users report that Canopy excels in its "Client Portals" feature, scoring 9.0, which allows for seamless communication and document sharing with clients, while Jetpack Workflow, although strong, has not reached the same level of user satisfaction in this area.
- Reviewers mention that Canopy's "Custom Branding" capabilities, rated at 8.8, provide a more personalized experience for businesses, allowing them to maintain brand consistency, whereas Jetpack Workflow's branding options are perceived as less flexible.
- G2 users highlight that Canopy's "Assembly and Approval Workflows" feature stands out with a score of 9.1, making it easier to manage document approvals, while Jetpack Workflow's similar functionality, though effective, does not receive the same level of acclaim.
- Users on G2 indicate that Canopy's "Quality of Support" is rated at 9.0, with many reviewers praising the responsiveness and helpfulness of the support team, contrasting with Jetpack Workflow's support, which, while rated higher at 9.6, has received mixed feedback regarding response times.
- Reviewers mention that Canopy's "Document Creation" features, particularly "Template Creation and Flexibility" at 8.8, are more robust compared to Jetpack Workflow, which, despite being user-friendly, lacks the same level of customization options.
- Users say that Canopy's "Engagement Tracking" feature, rated at 8.9, provides valuable insights into client interactions, whereas Jetpack Workflow's reporting capabilities, while functional, do not offer the same depth of analytics, scoring lower at 8.0.
- Invoicing
- Time tracking
- Reporting
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...
There are so many features missing that I can't help but wonder how this was built bt accountants for accountants. We import over 1,000 clients and every file is invisible to clients until we manually mark and make them visible. If I want to share the...
Jetpack Workflow gives you a place to put all tasks that we have due monthly, quarterly, bi-annually, and annually, prioritize those tasks, assign them, and show the workflow of who, how, and when items need to be finished and reviewed. Sharepoint workflow...
Difficult to update a task or template; assigned users dropped from tasks without reason.
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...
Jetpack Workflow gives you a place to put all tasks that we have due monthly, quarterly, bi-annually, and annually, prioritize those tasks, assign them, and show the workflow of who, how, and when items need to be finished and reviewed. Sharepoint workflow...
There are so many features missing that I can't help but wonder how this was built bt accountants for accountants. We import over 1,000 clients and every file is invisible to clients until we manually mark and make them visible. If I want to share the...
Difficult to update a task or template; assigned users dropped from tasks without reason.
