Compare Canopy and Karbon 
At a Glance
Market Segments
Small-Business (97.7% of reviews)
Small-Business (89.8% of reviews)
Entry-Level Pricing
$24.00 1 User Per Month
$59.00 1 Users Per Month
Canopy
Star Rating
(440)4.6 out of 5
Market Segments
Small-Business (97.7% of reviews)
Entry-Level Pricing
$24.00 1 User Per Month
Free Trial is available
Browse all 5 pricing plansKarbon
Star Rating
(654)4.8 out of 5
Market Segments
Small-Business (89.8% of reviews)
Entry-Level Pricing
$59.00 1 Users Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Canopy excels in its "Quality of Support" with a score of 9.0, while Karbon shines even brighter with a score of 9.3, indicating that users find Karbon's support team to be more responsive and helpful.
- Reviewers mention that Canopy's "Document Creation" features, particularly "Custom Branding" and "Template Creation and Flexibility," are rated highly at 8.8, but Karbon offers superior "Automation" capabilities at 8.8, making it easier for users to streamline their document workflows.
- G2 users highlight that Canopy's "Ease of Setup" is rated at 8.3, which is better than Karbon's 7.8, suggesting that new users may find Canopy easier to implement and start using effectively.
- Users on G2 report that Canopy's "Client Portals" feature scores 9.0, significantly outperforming Karbon's 8.0, indicating that Canopy provides a more user-friendly and effective client interaction experience.
- Reviewers say that while both products have strong "Collaboration" features, Karbon's score of 9.3 in this area suggests it offers a more robust environment for team collaboration compared to Canopy's 8.4.
- Users report that Canopy's "Invoices" feature is rated at 7.8, which is notably higher than Karbon's disappointing score of 6.5, indicating that Canopy provides a more effective invoicing solution for users.
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Pricing
Entry-Level Pricing
Canopy
Time & Billing*
$24.00
1 User Per Month
*Client Management required.
- Invoicing
- Time tracking
- Reporting
Karbon
Team
$59.00
1 Users Per Month
For smaller teams looking to consolidate workflows into an integrated collaboration platform.
- Integrated Email
- Team Collaboration Tools
- Workflow and To-Do Lists
Free Trial
Canopy
Free Trial is available
Karbon
Free Trial is available
Ratings
Meets Requirements
8.7
302
9.0
512
Ease of Use
8.9
306
8.8
513
Ease of Setup
8.3
223
7.8
289
Ease of Admin
8.7
170
8.6
233
Quality of Support
9.0
295
9.3
487
Has the product been a good partner in doing business?
9.0
168
9.4
232
Product Direction (% positive)
9.0
286
9.7
478
Features by Category
Setup
Not enough data
9.0
249
Not enough data
9.0
262
Not enough data
8.5
246
Not enough data
8.8
260
Management
Not enough data
8.3
249
Not enough data
8.6
240
Not enough data
7.9
200
Generative AI
Not enough data
Feature Not Available
Platform Additional Functionality
9.3
9
9.2
65
8.3
7
8.8
63
8.3
7
7.4
59
9.3
7
7.8
63
Platform Content
8.8
8
8.9
65
Platform Data
9.0
8
8.7
66
Payment Processing
Not enough data
9.7
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
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
Not enough data
Not enough data
Not enough data
Not enough data
Payment Options
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Communication
9.0
162
8.0
217
7.9
161
8.8
224
8.3
155
8.8
196
Collaboration
8.4
155
9.3
216
8.6
158
9.3
222
8.3
146
Feature Not Available
Billing
8.0
150
8.1
204
7.4
154
7.6
193
7.7
151
6.6
161
Onboarding
8.1
158
9.0
222
7.7
154
9.2
216
8.6
156
8.9
213
Visibility
8.4
159
9.1
220
7.4
151
8.2
191
8.8
158
8.0
201
7.5
152
8.3
203
8.3
158
8.7
212
7.4
150
8.3
197
Categories
Categories
Shared Categories
Canopy and Karbon are categorized as Accounting Practice Management and Tax Practice Management
Unique Categories
Canopy has no unique categories
Karbon is categorized as Workflow Management and Payment Processing
Reviews
Reviewers' Company Size
Canopy
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Karbon
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
91.0%
Financial Services
5.8%
Law Practice
1.2%
Airlines/Aviation
0.5%
Consulting
0.2%
Other
1.4%
Accounting
95.5%
Financial Services
1.2%
Consulting
1.1%
Marketing and Advertising
0.6%
Law Practice
0.3%
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
I used to be able to see within the subtasks who pushed the task forward and when, since the new update, that has gone away, and I miss that! I liked being able to hold myself accountable or see the trail of the task at hand.
Karbon
Most Helpful Favorable Review
Jag S.
Verified User in Accounting
Karbon is like the command center for our accounting firm, seamlessly bringing together all our communications, tasks, and client work in one place. The collaborative email and task management features are a game-changer, allowing our team to stay...
Most Helpful Critical Review
Verified User in Accounting
The cumbersome nature of setting up work
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...
Jag S.
Verified User in Accounting
Karbon is like the command center for our accounting firm, seamlessly bringing together all our communications, tasks, and client work in one place. The collaborative email and task management features are a game-changer, allowing our team to stay...
Verified User in Accounting
I used to be able to see within the subtasks who pushed the task forward and when, since the new update, that has gone away, and I miss that! I liked being able to hold myself accountable or see the trail of the task at hand.
Verified User in Accounting
The cumbersome nature of setting up work
Alternatives
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
Can you tell me more about Aliases? or Can you make a webinar for this topic?
1 comment
LM
Hi Ciara, are you referring to using an alias email address, and using that with Karbon? If so, this help article might be helpful:...Read more
Can I use karbon with IG, FB
1 comment
MD
There are no native social integrations built in Karbon, but the possibilities are endless when using the open API.Read more
Please tell me you are not going to remove "To Do",and the ability to focus in on only Today's Tasks
1 comment
MD
Karbon is working towards a more thoughtful approach to work. The end result will be different in many ways but will not be worse overall and will be better...Read more
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