# Firm360, IRIS Practice Management vs Canopy Comparison

| | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Star Rating** | 4.4 out of 5 | 3.7 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 145 | 16 | 694 | 
| **Largest Market Segment** | Small-Business (90.2% of reviews) | Mid-Market (62.5% of reviews) | Small-Business (97.5% of reviews) | 
| **Entry Level Price** | $49.00 1 User | No pricing available | $74.00 1 User Per Month | 

---
## Top Pros & Cons

### Firm360

Pros:
- Ease of Use (38 reviews)
- Customer Support (20 reviews)

Cons:
- Limited Features (8 reviews)
- Client Management (7 reviews)

### IRIS Practice Management

**Not enough data**

### Canopy

Pros:
- Ease of Use (154 reviews)
- Task Management (96 reviews)

Cons:
- Task Management (31 reviews)
- Document Management Issues (30 reviews)

---
## Ratings Comparison
| Rating | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
  | **Meets Requirements** | 8.5 (123 reviews) | 6.7 (13 reviews) | 8.8 (419 reviews) | 
  | **Ease of Use** | 8.8 (125 reviews) | 8.1 (13 reviews) | 9.0 (488 reviews) | 
  | **Ease of Setup** | 8.3 (114 reviews) | 6.2 (7 reviews) | 8.2 (341 reviews) | 
  | **Ease of Admin** | 9.0 (33 reviews) | 6.7 (7 reviews) | 8.7 (222 reviews) | 
  | **Quality of Support** | 9.1 (115 reviews) | 7.5 (12 reviews) | 9.0 (408 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.1 (33 reviews) | 7.4 (7 reviews) | 9.0 (220 reviews) | 
  | **Product Direction (% positive)** | 8.8 (119 reviews) | 6.1 (12 reviews) | 9.2 (404 reviews) | 

---
## Pricing

### Firm360

#### Entry-Level Pricing

Plan: Basic

Price: $49.00 1 User

Description: Best for Small Firms

Key Features:
- Client Management
- Document Management
- Secure Client Portal

[Browse all 3 editions](https://www.g2.com/products/firm360/pricing)

#### Free Trial

No

### IRIS Practice Management

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Canopy

#### Entry-Level Pricing

Plan: Standard

Price: $74.00 1 User Per Month

Description: Everything you need to run your firm 

Key Features:
- CRM and Client Management 
- Document management and eSign 
- Client portal and secure messaging

[Browse all 4 editions](https://www.g2.com/products/canopy-2026-05-12/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Tax Practice Management

| Product | Score | Reviews |
|---|---|---|
| **Firm360** | N/A | N/A |
| **IRIS Practice Management** | N/A | N/A |
| **Canopy** | 7.8/10 | 92 |

#### Platform Additional Functionality

| Feature | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Cloud** | Not enough data | Not enough data | 9.3 (87 reviews) | 
| **Messaging** | Not enough data | Not enough data | 7.1 (82 reviews) | 
| **Payment** | Not enough data | Not enough data | 8.0 (81 reviews) | 
| **Portal** | Not enough data | Not enough data | 8.9 (84 reviews) | 

#### Platform Content

| Feature | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Automation** | Not enough data | Not enough data | 8.1 (83 reviews) | 

#### Platform Data

| Feature | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Dashboard** | Not enough data | Not enough data | 8.0 (80 reviews) | 

#### Agentic AI - Tax Practice Management

| Feature | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 6.6 (50 reviews) | 
| **Adaptive Learning** | Not enough data | Not enough data | Feature Not Available | 
| **Natural Language Interaction** | Not enough data | Not enough data | 6.3 (50 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | Feature Not Available | 
| **Decision Making** | Not enough data | Not enough data | Feature Not Available | 

### Accounting Practice Management

| Product | Score | Reviews |
|---|---|---|
| **Firm360** | 8.4/10 | 123 |
| **IRIS Practice Management** | 7.4/10 | 5 |
| **Canopy** | 8.2/10 | 281 |

#### Communication

| Feature | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Client Portals** | 8.7 (105 reviews) | Not enough data | 8.9 (263 reviews) | 
| **Automation** | 8.0 (93 reviews) | Not enough data | 8.1 (258 reviews) | 
| **Consolidation** | 8.1 (89 reviews) | Not enough data | 8.3 (254 reviews) | 

#### Collaboration

| Feature | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Collaboration** | 8.3 (93 reviews) | Not enough data | 8.5 (249 reviews) | 
| **Tasks** | 8.6 (101 reviews) | 7.0 (5 reviews) | 8.7 (257 reviews) | 
| **Version Control** | 8.7 (89 reviews) | 6.7 (5 reviews) | 8.5 (241 reviews) | 

#### Billing

| Feature | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Time** | 8.7 (102 reviews) | 8.0 (5 reviews) | 8.1 (243 reviews) | 
| **Reporting** | 8.2 (96 reviews) | 6.7 (5 reviews) | 7.5 (246 reviews) | 
| **Invoices** | 8.5 (96 reviews) | 7.7 (5 reviews) | 7.8 (246 reviews) | 

#### Onboarding

| Feature | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Templates** | 8.2 (88 reviews) | Not enough data | 8.2 (252 reviews) | 
| **Checklists** | 8.3 (88 reviews) | Not enough data | 7.9 (246 reviews) | 
| **New Client** | 8.7 (92 reviews) | Not enough data | 8.5 (247 reviews) | 

#### Visibility

| Feature | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Job Status** | 8.9 (96 reviews) | 8.3 (5 reviews) | 8.4 (254 reviews) | 
| **Metrics** | 7.8 (82 reviews) | Not enough data | 7.5 (242 reviews) | 
| **File Organization** | 8.5 (94 reviews) | Not enough data | 8.9 (261 reviews) | 
| **Audit Trail** | 8.3 (81 reviews) | Not enough data | 7.7 (242 reviews) | 
| **Notifications** | 8.4 (88 reviews) | Not enough data | 8.6 (251 reviews) | 
| **Integrations** | 7.8 (82 reviews) | Not enough data | 7.4 (245 reviews) | 

#### Agentic AI  - Accounting Practice Management

| Feature | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Feature Not Available | 
| **Multi-step Planning** | 8.3 (5 reviews) | Not enough data | Feature Not Available | 
| **Cross-system Integration** | Not enough data | Not enough data | Feature Not Available | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Firm360** | N/A | N/A |
| **IRIS Practice Management** | N/A | N/A |
| **Canopy** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management)



**Unique to Canopy (1):** [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Firm360 | IRIS Practice Management | Canopy | 
|---|---|---|---|
| **Small-Business** | 90.2% | 31.3% | 97.5% | 
| **Mid-Market** | 9.0% | 62.5% | 2.3% | 
| **Enterprise** | 0.8% | 6.3% | 0.2% | 

### By Industry

#### Firm360

- **Accounting:** 92.9%
- **Financial Services:** 4.0%
- **Management Consulting:** 0.8%
- **Construction:** 0.8%
- **Computer Software:** 0.8%
- **Broadcast Media:** 0.8%

#### IRIS Practice Management

- **Accounting:** 68.8%
- **Information Technology and Services:** 12.5%
- **Consulting:** 6.3%
- **Utilities:** 6.3%
- **Financial Services:** 6.3%

#### Canopy

- **Accounting:** 92.3%
- **Financial Services:** 4.2%
- **Law Practice:** 0.8%
- **Airlines/Aviation:** 0.8%
- **Consulting:** 0.5%
- **Medical Devices:** 0.2%
- **Legal Services:** 0.2%
- **Insurance:** 0.2%
- **Hospital & Health Care:** 0.2%
- **Health, Wellness and Fitness:** 0.2%
- **Other:** 0.5%

---
## Alternatives

### Alternatives to Firm360

- [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) — 4.8/5 stars (825 reviews)
- [TaxDome](https://www.g2.com/products/taxdome/reviews) — 4.7/5 stars (701 reviews)
- [Dext](https://www.g2.com/products/dext/reviews) — 4.6/5 stars (293 reviews)
- [Financial Cents](https://www.g2.com/products/financial-cents/reviews) — 4.7/5 stars (242 reviews)
- [DataSnipper](https://www.g2.com/products/datasnipper/reviews) — 4.8/5 stars (219 reviews)
- [Suralink](https://www.g2.com/products/suralink/reviews) — 4.5/5 stars (147 reviews)
- [Uku](https://www.g2.com/products/uku/reviews) — 4.7/5 stars (108 reviews)
- [OfficeTools by CARET](https://www.g2.com/products/officetools-by-caret/reviews) — 3.6/5 stars (90 reviews)
- [Double](https://www.g2.com/products/double-double/reviews) — 5.0/5 stars (79 reviews)
- [8am CPACharge](https://www.g2.com/products/8am-cpacharge/reviews) — 4.7/5 stars (98 reviews)

### Alternatives to IRIS Practice Management

- [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) — 4.8/5 stars (825 reviews)
- [TaxDome](https://www.g2.com/products/taxdome/reviews) — 4.7/5 stars (701 reviews)
- [Financial Cents](https://www.g2.com/products/financial-cents/reviews) — 4.7/5 stars (242 reviews)
- [DataSnipper](https://www.g2.com/products/datasnipper/reviews) — 4.8/5 stars (219 reviews)
- [Suralink](https://www.g2.com/products/suralink/reviews) — 4.5/5 stars (147 reviews)
- [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) — 4.4/5 stars (86 reviews)
- [OfficeTools by CARET](https://www.g2.com/products/officetools-by-caret/reviews) — 3.6/5 stars (90 reviews)
- [Uku](https://www.g2.com/products/uku/reviews) — 4.7/5 stars (108 reviews)
- [8am CPACharge](https://www.g2.com/products/8am-cpacharge/reviews) — 4.7/5 stars (98 reviews)
- [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) — 4.5/5 stars (46 reviews)

### Alternatives to Canopy

- [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) — 4.8/5 stars (825 reviews)
- [TaxDome](https://www.g2.com/products/taxdome/reviews) — 4.7/5 stars (701 reviews)
- [Financial Cents](https://www.g2.com/products/financial-cents/reviews) — 4.7/5 stars (242 reviews)
- [Double](https://www.g2.com/products/double-double/reviews) — 5.0/5 stars (79 reviews)
- [Dext](https://www.g2.com/products/dext/reviews) — 4.6/5 stars (293 reviews)
- [OfficeTools by CARET](https://www.g2.com/products/officetools-by-caret/reviews) — 3.6/5 stars (90 reviews)
- [Mango Practice Management](https://www.g2.com/products/mango-practice-management/reviews) — 3.7/5 stars (29 reviews)
- [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) — 4.4/5 stars (86 reviews)
- [DataSnipper](https://www.g2.com/products/datasnipper/reviews) — 4.8/5 stars (219 reviews)
- [Suralink](https://www.g2.com/products/suralink/reviews) — 4.5/5 stars (147 reviews)

---
## Top Discussions

### Firm360

- Title: [What is Firm360 used for?](https://www.g2.com/discussions/what-is-firm360-used-for) — 1 comment
  > **Top comment:** "Firm360 is a cloud-based practice management platform designed specifically for accounting firms. It helps streamline day-to-day operations by combining..."

### IRIS Practice Management

No discussions available for this product.

### Canopy

- Title: [Tax data manipulation](https://www.g2.com/discussions/tax-data-manipulation) — 2 comments, 1 upvote
  > **Top comment:** "We use Canopy to assist clients to know what information we need."
- Title: [What is the best way to transition to Canopy's time/billing option?](https://www.g2.com/discussions/34101-what-is-the-best-way-to-transition-to-canopy-s-time-billing-option) — 1 comment, 1 upvote
  > **Top comment:** "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..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/firm360-vs-iris-practice-management-vs-canopy-2026-05-12)