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Compare Canopy and SafeSend 
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At a Glance
Market Segments
Small-Business (97.4% of reviews)
Small-Business (57.1% of reviews)
Entry-Level Pricing
$24.00 1 User Per Month
Contact Us With One-Time Purchase
Canopy
Star Rating
(615)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 plansSafeSend
Star Rating
(15)4.1 out of 5
Market Segments
Small-Business (57.1% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us With One-Time Purchase
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Canopy excels in user satisfaction, boasting a significantly higher overall score compared to SafeSend. Users appreciate its intuitive interface and the continuous updates that enhance usability, making it a robust choice for client advisory work.
- Users say that Canopy's implementation process is notably smooth, with many highlighting the thoughtful onboarding features that help new users get up to speed quickly. In contrast, while SafeSend offers strong customer service, some users noted that initial setup can be more involved, especially during peak seasons.
- Reviewers mention that Canopy's support quality is exceptional, with a score of 9.0, reflecting its responsiveness to user feedback and ongoing development. SafeSend also receives praise for its customer service, but its overall support experience is rated lower, indicating room for improvement.
- According to verified reviews, Canopy stands out for its ease of use, with users frequently noting the time-saving features integrated into the platform. SafeSend, while user-friendly, has a slightly lower ease of use rating, suggesting that some users may encounter minor challenges.
- G2 reviewers highlight that Canopy has a strong presence in the small business market, with nearly all reviews coming from this segment. This focus allows it to tailor features specifically for small businesses, whereas SafeSend's user base is more diverse, which may dilute its effectiveness for specific needs.
- Users report that Canopy's product direction is highly regarded, with a positive outlook on future developments. In comparison, SafeSend's product direction feedback is less favorable, indicating that users may have concerns about its long-term evolution and adaptability to changing needs.
Pricing
Entry-Level Pricing
Canopy
Time & Billing*
$24.00
1 User Per Month
*Client Management required.
- Invoicing
- Time tracking
- Reporting
SafeSend
Suite Essential
Contact Us
With One-Time Purchase
What's included? SafeSend Returns, SafeSend Signatures, and SafeSend Extensions. The pricing is $13-$17 per return, based on volume. For volume discounts visit the pricing page!
- SafeSend Returns
- SafeSend Signatures
- SafeSend Extensions
Free Trial
Canopy
Free Trial is available
SafeSend
Free Trial is available
Ratings
Meets Requirements
8.7
400
8.2
12
Ease of Use
8.9
417
8.1
13
Ease of Setup
8.2
322
Not enough data
Ease of Admin
8.7
219
Not enough data
Quality of Support
9.0
390
8.3
11
Has the product been a good partner in doing business?
8.9
217
Not enough data
Product Direction (% positive)
9.2
388
6.1
12
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
Feature Not Available
7.4
242
Not enough data
7.8
238
Not enough data
Onboarding
8.2
245
Feature Not Available
7.9
242
Feature Not Available
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 SafeSend are categorized as Accounting Practice Management
Reviews
Reviewers' Company Size
Canopy
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SafeSend
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
35.7%
Higher Education
14.3%
Utilities
7.1%
Medical Practice
7.1%
Information Technology and Services
7.1%
Other
28.6%
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
SafeSend has no discussions with answers
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