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Evidence comparison / two records

Canopy vs Rightworks

Read two dated LedgerAtlas records side by side. Differences are shown as recorded observations, not as scores or recommendations.

01 / Recorded observations

Evidence matrix

Each value is copied from the registry and its dated source record. Unknown fields remain visible.

FieldCanopyRightworks
Category
Practice operations
Practice operations
Recorded workflows
Practice operations · Client communication & workflow · Tax & compliance support
Practice operations · Tax & compliance support
Ledger integrations
Unverified
Unverified
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.
Running accounting applications on local machines and managing firm IT infrastructure directly.
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.
Contact sales — The official pricing page lists Rightworks Plans and Transaction Pro pricing, with plan selection routed through a sales conversation.
AI depth
Assistive
Not stated
Free tier
Not stated
Not stated
Other integrations
Not stated
Hosted accounting applications
Verification status
Checked
Checked
Last checked
2026-09-14
2026-09-14

02 / Source registers

What each record cites

Canopy

  1. 01
    AI-powered practice management

    Product scope across CRM, engagements, documents, workflow, and billing.

    Canopy · observed 2026-09-14
  2. 02
    Pricing

    Published Standard plan price and included modules.

    Canopy · observed 2026-09-14

Rightworks

  1. 01
    The secure cloud platform for accounting and tax firms

    Product scope for hosted accounting and tax firm infrastructure.

    Rightworks · observed 2026-09-14
  2. 02
    Pricing

    Published plan and Transaction Pro pricing paths.

    Rightworks · observed 2026-09-14