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Compare Canopy and OfficeTools by CARET 
Featured Products
At a Glance
Market Segments
Small-Business (97.4% of reviews)
Small-Business (96.3% of reviews)
Entry-Level Pricing
$24.00 1 User Per Month
No pricing available
Canopy
Star Rating
(618)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 plansOfficeTools by CARET
Star Rating
(90)3.6 out of 5
Market Segments
Small-Business (96.3% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about OfficeTools by CARETSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Canopy excels in user satisfaction, boasting a significantly higher overall rating compared to OfficeTools by CARET. Users appreciate Canopy's intuitive interface and the platform's ability to support various aspects of client advisory work, making it a preferred choice for small businesses.
- According to verified reviews, Canopy's implementation process is praised for its quick onboarding and user-friendly design. Reviewers highlight that the platform is constantly evolving, with updates that enhance usability, while OfficeTools by CARET faces challenges in this area, with users noting a more cumbersome setup experience.
- Users say that Canopy provides exceptional support, with a quality of assistance that stands out in the market. Reviewers mention that the team is responsive and actively seeks feedback to improve the platform, whereas OfficeTools by CARET has received mixed reviews regarding support quality, indicating room for improvement.
- Reviewers mention that Canopy's features are designed with user efficiency in mind, including numerous time-saving tools that streamline workflows. In contrast, while OfficeTools by CARET offers a comprehensive suite for managing various business functions, some users feel it lacks the same level of intuitive design and ease of use.
- G2 reviewers highlight that Canopy's ability to meet user requirements is notably higher, with many praising its robust functionality tailored for small businesses. OfficeTools by CARET, while useful for tracking time and billing, has been noted to struggle with specific workflow needs, leading to some user frustration.
- According to recent user feedback, Canopy's commitment to continuous improvement is evident, with users noting that new features and enhancements are regularly rolled out. This proactive approach contrasts with OfficeTools by CARET, which has not seen recent updates or user engagement, leading to concerns about its long-term viability.
Pricing
Entry-Level Pricing
Canopy
Time & Billing*
$24.00
1 User Per Month
*Client Management required.
- Invoicing
- Time tracking
- Reporting
OfficeTools by CARET
No pricing availableFree Trial
Canopy
Free Trial is available
OfficeTools by CARET
Free Trial is available
Ratings
Meets Requirements
8.7
401
7.0
71
Ease of Use
8.9
421
7.0
72
Ease of Setup
8.2
323
6.2
41
Ease of Admin
8.7
219
7.2
41
Quality of Support
9.0
391
6.2
71
Has the product been a good partner in doing business?
8.9
217
6.2
38
Product Direction (% positive)
9.2
389
5.4
71
Features by Category
Platform Additional Functionality
9.3
83
Not enough data
6.9
79
Not enough data
7.9
79
Not enough data
8.9
79
Not enough data
Platform Content
8.1
82
Not enough data
Platform Data
7.9
80
Not enough data
Agentic AI - Tax Practice Management
6.5
49
Not enough data
Feature Not Available
Not enough data
6.3
49
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Bill Generation
Not enough data
7.8
9
Not enough data
7.9
8
Not enough data
7.1
7
Bill Processing
Not enough data
7.2
6
Not enough data
7.5
6
Not enough data
7.3
8
Integration
Not enough data
9.0
7
Not enough data
7.4
7
Not enough data
7.5
6
Agentic AI - Billing
Not enough data
Not enough data
Communication
8.8
251
Not enough data
8.1
250
Not enough data
8.2
242
Not enough data
Collaboration
8.4
244
Not enough data
8.7
247
Not enough data
8.4
235
Not enough data
Billing
8.1
237
Not enough data
7.4
243
Not enough data
7.8
239
Not enough data
Onboarding
8.2
246
Not enough data
7.9
243
Not enough data
8.5
244
Not enough data
Visibility
8.3
247
Not enough data
7.5
240
Not enough data
8.9
247
Not enough data
7.7
239
Not enough data
8.5
247
Not enough data
7.4
239
Not enough data
Agentic AI - Accounting Practice Management
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Canopy and OfficeTools by CARET are categorized as Accounting Practice Management
Unique Categories
Canopy is categorized as Tax Practice Management
OfficeTools by CARET is categorized as Billing
Reviews
Reviewers' Company Size
Canopy
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
OfficeTools by CARET
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
91.9%
Financial Services
4.8%
Law Practice
0.9%
Airlines/Aviation
0.7%
Consulting
0.2%
Other
1.5%
Accounting
87.8%
Financial Services
7.3%
Law Practice
1.2%
Information Technology and Services
1.2%
Civil Engineering
1.2%
Other
1.2%
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
Would you recommend to switching to cloud base system?
4 Comments
FB
Yes, I would. We resisted having our paperless storage in the cloud but the problem is that there is no new development for desktop platforms. All of the top...Read more
Are other firms having problems with Work in Process and Accounts Receivable reports.
3 Comments
GF
Hello Ronald,
We don't use the accounts receivable function, however the returns for sales reports work really well. The WIP I haven't seen any issues with...Read more
When can you integrate google calendar to the office tools calendar and scheduler?
1 Comment
NL
Hi Mark - At this time this is not on the current development roadmap for OfficeTools.Read more
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