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At a Glance
Market Segments
Small-Business (96.3% of reviews)
Small-Business (97.4% of reviews)
Entry-Level Pricing
$39.00 Per Month
$24.00 1 User Per Month
Assembly
Star Rating
(279)4.8 out of 5
Market Segments
Small-Business (96.3% of reviews)
Pros & Cons
Entry-Level Pricing
$39.00 Per Month
Free Trial is available
Browse all 3 pricing plansCanopy
Star Rating
(610)4.6 out of 5
Market Segments
Small-Business (97.4% of reviews)
Pros & Cons
Entry-Level Pricing
$24.00 1 User Per Month
Free Trial is available
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Canopy excels in its "Device Syncing" feature, receiving a score of 9.7, which allows seamless access across multiple devices. In contrast, Copilot's mobile app scored lower at 6.9, indicating potential limitations in mobile accessibility.
- Reviewers mention that Copilot shines in "Ease of Use" with a score of 9.5, making it more user-friendly for new users compared to Canopy's score of 8.9. This suggests that Copilot may have a more intuitive interface that simplifies the user experience.
- G2 users highlight Canopy's strong "Quality of Support" with a score of 9.0, while Copilot outperforms in this area with a score of 9.5. Reviewers appreciate Copilot's responsive customer service, which may be crucial for businesses needing timely assistance.
- Users on G2 report that Canopy's "Document Signing" feature is robust, scoring 9.4, but Copilot's overall signature workflow received a lower score of 8.5. This indicates that Canopy may offer a more comprehensive solution for document management and signing processes.
- Reviewers mention that Copilot's "Signature Workflow" is less flexible, scoring 8.5 compared to Canopy's higher ratings in related features. This could impact users who require more customizable workflows for their document signing processes.
- Users say that Canopy's "File Management" capabilities, particularly in "File Type Support" and "Web Interface," scored 9.7 and 9.6 respectively, indicating a strong performance in managing various file types and providing a user-friendly web experience, while Copilot's scores in these areas were lower, suggesting room for improvement.
Pricing
Entry-Level Pricing
Assembly
Starter
$39.00
Per Month
For new businesses
- CRM
- Client portal
- Messaging and team inbox
Canopy
Time & Billing*
$24.00
1 User Per Month
*Client Management required.
- Invoicing
- Time tracking
- Reporting
Free Trial
Assembly
Free Trial is available
Canopy
Free Trial is available
Ratings
Meets Requirements
8.9
217
8.7
399
Ease of Use
9.4
225
8.9
412
Ease of Setup
9.4
204
8.2
322
Ease of Admin
9.3
194
8.7
219
Quality of Support
9.5
196
9.0
389
Has the product been a good partner in doing business?
9.5
186
8.9
217
Product Direction (% positive)
9.7
207
9.2
387
Features by Category
Signature Process
9.2
60
Not enough data
8.6
56
Not enough data
9.5
61
Not enough data
8.9
57
Not enough data
8.7
59
Not enough data
7.4
53
Not enough data
8.2
55
Not enough data
8.8
56
Not enough data
Agentic AI - E-Signature
6.5
11
Not enough data
7.6
11
Not enough data
7.0
11
Not enough data
7.0
11
Not enough data
7.1
11
Not enough data
7.1
11
Not enough data
Security and Scalability
8.6
54
Not enough data
9.0
53
Not enough data
8.9
52
Not enough data
Platform
9.1
71
Not enough data
9.0
66
Not enough data
8.7
66
Not enough data
9.3
66
Not enough data
8.5
65
Not enough data
File Management
9.4
31
Not enough data
9.5
33
Not enough data
9.6
33
Not enough data
9.1
33
Not enough data
7.9
26
Not enough data
Agentic AI - Cloud Content Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
9.4
31
Not enough data
9.6
33
Not enough data
9.0
27
Not enough data
8.7
26
Not enough data
Administration
9.5
34
Not enough data
9.2
31
Not enough data
9.6
31
Not enough data
9.2
28
Not enough data
9.3
27
Not enough data
9.4
33
Not enough data
Platform
9.1
41
Not enough data
8.9
34
Not enough data
8.9
33
Not enough data
8.8
34
Not enough data
Document Creation
7.7
10
Not enough data
6.8
10
Not enough data
7.2
9
Not enough data
7.2
10
Not enough data
7.7
10
Not enough data
8.3
10
Not enough data
Workflow
7.8
10
Not enough data
7.8
10
Not enough data
8.7
9
Not enough data
Analytics
7.0
10
Not enough data
7.5
10
Not enough data
7.8
10
Not enough data
Administration and Platform
8.6
11
Not enough data
9.1
11
Not enough data
8.0
10
Not enough data
8.5
10
Not enough data
7.3
8
Not enough data
8.8
8
Not enough data
Generative AI
6.0
7
Not enough data
Contract Management Platform Features
8.3
27
Not enough data
7.8
26
Not enough data
8.3
25
Not enough data
8.3
25
Not enough data
8.1
25
Not enough data
8.9
24
Not enough data
8.8
24
Not enough data
8.5
24
Not enough data
8.2
24
Not enough data
8.3
24
Not enough data
Generative AI
6.1
20
Not enough data
6.2
20
Not enough data
Agentic AI - Contract Management
6.3
9
Not enough data
Billing
8.8
13
Not enough data
7.7
13
Not enough data
7.7
13
Not enough data
6.4
13
Not enough data
Dunning
7.6
13
Not enough data
7.3
13
Not enough data
6.9
13
Not enough data
Performance
7.3
13
Not enough data
7.1
13
Not enough data
6.9
13
Not enough data
Reporting
5.9
11
Not enough data
5.5
10
Not enough data
5.5
10
Not enough data
Agentic AI - Subscription Billing
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
Platform Additional Functionality
Not enough data
9.3
82
Not enough data
6.9
78
Not enough data
7.9
78
Not enough data
8.9
78
Platform Content
Not enough data
8.1
81
Platform Data
Not enough data
7.9
79
Agentic AI - Tax Practice Management
Not enough data
6.5
48
Not enough data
Feature Not Available
Not enough data
6.3
48
Not enough data
Feature Not Available
Not enough data
Feature Not Available
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
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Development
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Channels
7.3
13
Not enough data
7.1
13
Not enough data
4.1
13
Not enough data
Design
8.5
14
Not enough data
6.8
14
Not enough data
7.8
15
Not enough data
7.4
13
Not enough data
8.5
13
Not enough data
Generative AI
4.3
12
Not enough data
5.1
13
Not enough data
Payment Processing
9.4
9
Not enough data
9.4
9
Not enough data
9.3
9
Not enough data
9.3
9
Not enough data
Administration
9.5
10
Not enough data
9.5
10
Not enough data
7.8
10
Not enough data
8.7
9
Not enough data
9.1
9
Not enough data
9.1
9
Not enough data
9.3
9
Not enough data
Payment Options
8.3
9
Not enough data
9.3
10
Not enough data
Security
8.0
9
Not enough data
Platform
8.0
9
Not enough data
8.1
9
Not enough data
Content
8.1
152
Not enough data
7.8
138
Not enough data
8.6
152
Not enough data
8.9
149
Not enough data
8.8
142
Not enough data
Collaboration
8.5
149
Not enough data
9.0
154
Not enough data
8.2
147
Not enough data
7.8
136
Not enough data
6.7
130
Not enough data
6.4
128
Not enough data
Bill Generation
8.7
56
Not enough data
9.2
61
Not enough data
9.2
60
Not enough data
Bill Processing
8.2
56
Not enough data
7.8
50
Not enough data
8.7
57
Not enough data
Integration
8.3
52
Not enough data
8.6
58
Not enough data
7.8
45
Not enough data
Agentic AI - Billing
6.7
7
Not enough data
Onboarding Setup
9.1
26
Not enough data
8.5
26
Not enough data
7.6
26
Not enough data
Project Tracking
6.5
26
Not enough data
6.5
26
Not enough data
8.6
27
Not enough data
8.3
26
Not enough data
7.5
26
Not enough data
Customer Engagement
9.4
29
Not enough data
9.4
28
Not enough data
9.0
29
Not enough data
9.2
28
Not enough data
7.7
27
Not enough data
Functionality
8.8
49
Not enough data
8.3
47
Not enough data
9.1
51
Not enough data
8.7
52
Not enough data
Cloud Support
8.9
48
Not enough data
8.6
45
Not enough data
8.5
45
Not enough data
Automation
8.3
44
Not enough data
8.5
48
Not enough data
Customization
8.7
31
Not enough data
7.0
30
Not enough data
7.5
31
Not enough data
7.6
32
Not enough data
Additional Functionality
7.9
32
Not enough data
6.3
29
Not enough data
9.4
32
Not enough data
8.3
30
Not enough data
8.3
30
Not enough data
Communication
Not enough data
8.8
250
Not enough data
8.1
249
Not enough data
8.2
241
Collaboration
Not enough data
8.4
243
Not enough data
8.7
246
Not enough data
8.4
234
Billing
Not enough data
8.1
236
Not enough data
7.4
242
Not enough data
7.8
238
Onboarding
Not enough data
8.2
245
Not enough data
7.9
242
Not enough data
8.5
244
Visibility
Not enough data
8.3
246
Not enough data
7.5
239
Not enough data
8.9
246
Not enough data
7.7
238
Not enough data
8.5
246
Not enough data
7.4
238
Agentic AI - Accounting Practice Management
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Accounting & Finance
Not enough data
Not enough data
User Interface Design
8.5
12
Not enough data
9.2
13
Not enough data
9.1
11
Not enough data
9.4
12
Not enough data
Data Control
9.7
11
Not enough data
9.2
11
Not enough data
8.6
11
Not enough data
Publishing
9.3
12
Not enough data
8.9
12
Not enough data
9.1
11
Not enough data
Agentic AI - No-Code Development Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customizations
9.4
8
Not enough data
9.6
8
Not enough data
9.4
8
Not enough data
9.5
7
Not enough data
Growth
8.9
6
Not enough data
9.5
7
Not enough data
9.0
5
Not enough data
9.2
6
Not enough data
9.2
6
Not enough data
Content
9.5
7
Not enough data
9.3
7
Not enough data
9.3
7
Not enough data
9.2
6
Not enough data
Support
9.7
6
Not enough data
Categories
Categories
Shared Categories
Assembly and Canopy share no categories
Unique Categories
Assembly is categorized as Client Portal, Client Onboarding, Payment Processing, Customer Communications Management, Subscription Billing, Cloud File Storage, Online Form Builder, No-Code Development Platforms, Website Builder, Cloud Content Collaboration, E-Signature, Billing, Proposal, Contract Management, and Workplace Innovation Platforms
Canopy is categorized as Accounting Practice Management and Tax Practice Management
Reviews
Reviewers' Company Size
Assembly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Canopy
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
Marketing and Advertising
25.0%
Accounting
14.2%
Consulting
7.8%
Financial Services
7.1%
Information Technology and Services
5.2%
Other
40.7%
Accounting
92.0%
Financial Services
4.7%
Law Practice
0.9%
Airlines/Aviation
0.7%
Consulting
0.2%
Other
1.5%
Discussions
i want a software to save my document files
3 Comments
MH
Works wondersRead more
Assembly has no more discussions with answers
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
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