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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.
- Users report that Canopy excels in its "Client Portals" feature, achieving a high rating of 9.0, which allows for seamless communication and document sharing with clients. In contrast, SafeSend's client portal capabilities are less robust, leading to a lower user satisfaction rating.
- Reviewers mention that Canopy's "Assembly and Approval Workflows" are particularly strong, rated at 9.1, facilitating efficient document processing. SafeSend, however, falls short in this area, with users noting that its workflow capabilities are not as intuitive or flexible.
- G2 users highlight Canopy's superior "Custom Branding" options, rated at 8.8, which allow businesses to personalize their documents extensively. SafeSend's branding features are more limited, leading to a less tailored experience for users.
- Users on G2 appreciate Canopy's "Engagement Tracking" feature, rated at 8.9, which provides valuable insights into client interactions. In comparison, SafeSend's tracking capabilities are less comprehensive, resulting in missed opportunities for user engagement analysis.
- Reviewers say that Canopy's "Quality of Support" is a standout feature, with a rating of 9.0, indicating that users feel well-supported. SafeSend's support, rated at 8.2, does not meet the same level of user satisfaction, with some users expressing frustration over response times.
- Users report that Canopy's "Ease of Use" is a significant advantage, rated at 8.9, making it accessible for small businesses. SafeSend, while still user-friendly, has a slightly lower rating of 8.2, with some users mentioning a steeper learning curve for new users.
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
416
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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