Introducing G2.ai, the future of software buying.Try now
Compare Canopy and Fieldguide 
Featured Products
Sponsored
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Auditi
Visit Website
At a Glance
Market Segments
Small-Business (97.4% of reviews)
Mid-Market (40.0% of reviews)
Entry-Level Pricing
$24.00 1 User Per Month
No pricing available
Canopy
Star Rating
(612)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 plansFieldguide
Star Rating
(10)4.4 out of 5
Market Segments
Mid-Market (40.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about FieldguideSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Canopy excels in "Quality of Support" with a score of 9.0, indicating that users find the support team responsive and helpful, while Fieldguide's support quality is less emphasized, leading to a score of 8.4.
- Reviewers mention that Canopy's "Custom Branding" feature, rated at 8.8, allows for extensive personalization of documents, which is a significant advantage for businesses looking to maintain brand consistency. In contrast, Fieldguide's branding options are perceived as more limited.
- G2 users highlight Canopy's superior "Assembly and Approval Workflows" with a score of 9.1, which streamlines the document approval process effectively. Fieldguide, while functional, does not match this level of efficiency, scoring lower in this area.
- Users on G2 appreciate Canopy's "Document Builder Interface" rated at 8.0 for its user-friendly design, making document creation intuitive. Fieldguide's interface, while adequate, does not receive the same level of praise, suggesting a steeper learning curve.
- Reviewers say that Canopy's "Engagement Tracking" feature, scoring 8.9, provides valuable insights into client interactions, which is crucial for improving proposal effectiveness. Fieldguide's tracking capabilities are noted as less comprehensive, impacting user experience.
- Users report that Canopy's "API / Integrations" score of 8.5 reflects its strong compatibility with other software, making it easier to incorporate into existing workflows. Fieldguide's integration options are seen as more limited, which could hinder operational efficiency for some users.
Pricing
Entry-Level Pricing
Canopy
Time & Billing*
$24.00
1 User Per Month
*Client Management required.
- Invoicing
- Time tracking
- Reporting
Fieldguide
No pricing availableFree Trial
Canopy
Free Trial is available
Fieldguide
No trial information availableRatings
Meets Requirements
8.7
399
Not enough data
Ease of Use
8.9
414
Not enough data
Ease of Setup
8.2
322
Not enough data
Ease of Admin
8.7
219
Not enough data
Quality of Support
9.0
389
Not enough data
Has the product been a good partner in doing business?
8.9
217
Not enough data
Product Direction (% positive)
9.2
387
Not enough data
Features by Category
Platform Additional Functionality
9.3
82
Not enough data
6.9
78
Not enough data
7.9
78
Not enough data
8.9
78
Not enough data
Platform Content
8.1
81
Not enough data
Platform Data
7.9
79
Not enough data
Agentic AI - Tax Practice Management
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
Not enough data
Communication
8.8
250
Not enough data
8.1
249
Not enough data
8.2
241
Not enough data
Collaboration
8.4
243
Not enough data
8.7
246
Not enough data
8.4
234
Not enough data
Billing
8.1
236
Not enough data
7.4
242
Not enough data
7.8
238
Feature Not Available
Onboarding
8.2
245
Not enough data
7.9
242
Not enough data
8.5
244
Not enough data
Visibility
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
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 Fieldguide are categorized as Accounting Practice Management
Unique Categories
Canopy is categorized as Tax Practice Management
Fieldguide has no unique categories
Reviews
Reviewers' Company Size
Canopy
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Fieldguide
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
91.8%
Financial Services
4.8%
Law Practice
0.9%
Airlines/Aviation
0.7%
Consulting
0.2%
Other
1.5%
Accounting
50.0%
Information Technology and Services
30.0%
Higher Education
10.0%
Capital Markets
10.0%
‐
Other
0.0%
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
Fieldguide has no discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
