Canopy
Canopy
Practice management software for accounting firms covering CRM, engagements, documents, workflow, and billing.
Official website Open full evidence dossierEvidence comparison / two records
Canopy vs Make
Read two dated LedgerAtlas records side by side. Differences are shown as recorded observations, not as scores or recommendations.
Make
Make
Visual automation platform for building workflows and AI agents across connected apps.
Official website Open full evidence dossier01 / Recorded observations
Evidence matrix
Each value is copied from the registry and its dated source record. Unknown fields remain visible.
FieldCanopyMake
Category
Practice operations
Practice operations
Recorded workflows
Practice operations · Client communication & workflow · Tax & compliance support
Practice operations · Client communication & workflow
Ledger integrations
Unverified
QuickBooks Online · Xero
Firm-size fit
Solo · 5-15 clients · 15-50 clients · 50+ clients
Solo · 5-15 clients · 15-50 clients · 50+ clients
Workflow replaced
Running firm CRM, engagement letters, document requests, and billing across separate tools.
Repetitive manual handoffs between firm apps, client systems, and document stores.
Pricing model and notes
Per user — The official pricing page lists the Standard plan at $74 per user per month billed annually, covering CRM, documents, client portal, workflow, and reporting.
Usage-based — The official pricing page publishes tiered plans priced by operations volume, with a free tier and enterprise grid option.
AI depth
Assistive
Assistive
Free tier
Not stated
Available
Other integrations
Not stated
3,000+ pre-built apps
Verification status
Checked
Checked
Last checked
2026-09-14
2026-09-14
02 / Source registers
What each record cites
Canopy
- 01AI-powered practice management
Product scope across CRM, engagements, documents, workflow, and billing.
Canopy · observed 2026-09-14 - 02Pricing
Published Standard plan price and included modules.
Canopy · observed 2026-09-14
Make
- 01Visual automation and AI agents
Product scope for visual workflow automation across connected apps.
Make · observed 2026-09-14 - 02Pricing
Published operation-volume plan structure and free tier.
Make · observed 2026-09-14