Compare Canopy and Suralink 
- Users report that Canopy excels in its "Client Portals" feature, scoring 9.0, which allows for seamless communication and document sharing with clients. In contrast, Suralink's score of 8.8 indicates it also offers client portals, but users feel Canopy provides a more user-friendly experience.
- Reviewers mention that Suralink shines in "Version Control," achieving a score of 9.2, which is significantly higher than Canopy's 8.2. This feature allows users to easily track changes and manage document versions, making collaboration more efficient.
- G2 users highlight that Canopy's "Custom Branding" feature, with a score of 8.8, allows businesses to personalize their documents effectively. Suralink also offers branding options but does not receive as high a score, indicating that Canopy may provide more flexibility in this area.
- Users on G2 report that Suralink's "Checklists" feature, scoring 9.2, is particularly beneficial for onboarding new clients, providing a structured approach that Canopy's score of 7.7 does not match, suggesting a more streamlined process in Suralink.
- Reviewers say that Canopy's "Quality of Support" is rated at 9.0, which is slightly higher than Suralink's 8.8. This indicates that users feel more supported when using Canopy, which can be crucial for businesses needing timely assistance.
- Users report that Suralink's "Ease of Setup" is rated at 9.2, outperforming Canopy's 8.3. This suggests that Suralink may offer a more straightforward onboarding process, making it easier for new users to get started quickly.
- 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 some negatives as well, especially when it comes to the billing portion of the software. One major issue is that there is no way to put a balance on an account, which can be frustrating when trying to keep track of expenses. The billing report is...
Easy to use, the tool has all functionalities we need.
We use Suralink for request list management and file storage for our tax clients. The "portal" on that user end is not particularly user friendly in terms of what they see. The inability to tag clients or internal colleagues in comments/requests is...
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...
Easy to use, the tool has all functionalities we need.
There are some negatives as well, especially when it comes to the billing portion of the software. One major issue is that there is no way to put a balance on an account, which can be frustrating when trying to keep track of expenses. The billing report is...
We use Suralink for request list management and file storage for our tax clients. The "portal" on that user end is not particularly user friendly in terms of what they see. The inability to tag clients or internal colleagues in comments/requests is...
