ProCharted vs Canopy
ProCharted vs Canopy
Canopy is a practice-management suite sold as plans plus add-ons. ProCharted gives your firm work, clients, a client portal with e-signatures, email, time and billing in one plan, with AI included.
Why firms choose ProCharted
- $47 per user a month, with every feature in one plan.
- No add-ons per client to keep track of.
- Ask ProCharted: ask questions about your firm's data and set up work in one sentence.
- Month to month if you prefer, for any team size.
- Free seasonal staff from February 1 to April 30.
Where Canopy is stronger today
- Gmail integration.
- A separate phone app for clients, and tax-resolution tools.
We'd rather you know up front. If one of these matters a lot to your firm, tell us on a demo.
Side by side
| ProCharted | Canopy | |
|---|---|---|
| Month-to-month option | ✓$59 per user, any team size | ✕No |
| One plan with every feature | ✓Yes | ✕Plans + paid add-ons |
| AI included | ✓Ask questions, create work and reports by asking, write emails | ~Yes, with monthly usage caps |
| Recurring work and automations | ✓Yes | ✓Yes |
| Shared work queues by role | ✓Yes | ✓Yes |
| Client portal | ✓Yes | ✓Yes |
| E-signatures included | ✓Yes | ✓Yes |
| Client folders and documents | ✓Yes | ✓Yes |
| Automatic client reminders | ✓Email sequences | ✓Yes |
| Email inside the app | ✓Outlook | ✓Gmail, Microsoft 365, IMAP |
| Time tracking and invoices | ✓Yes | ✓Yes |
| QuickBooks Online | ✓Yes | ✓Yes |
| Text messages (SMS) to clients | ✕No | ✕No |
| Mobile app | ~Works in the phone browser | ✓Firm + client apps |
| Seasonal staff | ✓Free, Feb 1 – Apr 30 | ✕No |
| Unlimited clients | ✓Yes | ~Some add-ons charged per client |
Compared on October 26, 2026 using each company's public website (getcanopy.com). Features and plans change; please check each company's website for current details. ✓ yes · ~ partly or on some plans · ✕ no. All trademarks belong to their owners.
Switching is easier than you think
Import your clients from a spreadsheet and our team helps you set up, at no extra cost. Try every feature free for 14 days.