Copilot vs. Canopy

Choose Copilot over Canopy to keep the same foundational accounting practice management features for your team, and complement them with the highest rated and most customizable secure client portal.

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Meet the modern Canopy alternative that will delight your customers.

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All-in-one

Impress clients with a seamless all-in-one experience on web and mobile.

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Branding

Provide a premium experience by customizing your portal with your brand assets.

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Security

Protect sensitive client information. SOC2 and HIPAA reports are available.

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Automations

Save time, work more efficiently, and reduce the risk of manual errors.

What do customer say on G2?

Copilot

Canopy

Ease of Use

9.6
9.1

Ease of Setup

9.7
8.5

Ease of Admin

9.6
8.8

Quality of Support

9.8
9.2

Copilot and Canopy Comparison

copilot logoCanopy
Client managementcheck-markcheck-mark
Invoicingcheck-markcheck-mark
Subscription managementcheck-markcheck-mark
File-sharingcheck-markcheck-mark
Contract managementcheck-markcheck-mark
Forms and Surveyscheck-markcheck-mark
Helpdesk – Create a help center for your clientscheck-mark
Live chatcheck-mark
White labeling – Custom theme, custom domain, and custom notificationscheck-mark
Apps – Embed 1000s of appscheck-mark
Developer platform – API & SDKcheck-mark
copilot logo
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Client management

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Invoicing

check-mark

Subscription management

check-mark

File-sharing

check-mark

Contract management

check-mark

Forms and Surveys

check-mark

Helpdesk – Create a help center for your clients

check-mark

Live chat

check-mark

White labeling – Custom theme, custom domain, and custom notifications

check-mark

Apps – Embed 1000s of apps

check-mark

Developer platform – API & SDK

Canopy

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Client management

check-mark

Invoicing

check-mark

Subscription management

check-mark

File-sharing

check-mark

Contract management

check-mark

Forms and Surveys

check-mark

Helpdesk – Create a help center for your clients

check-mark

Live chat

check-mark

White labeling – Custom theme, custom domain, and custom notifications

check-mark

Apps – Embed 1000s of apps

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Developer platform – API & SDK

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"Copilot is the ultimate sidekick for Trulytell. It lets us streamline our client communication, manage projects, and create a special on-brand experience for our clients. "

Joshua Brueckner

Founder, Trulytell

Frequently Asked Questions

What makes Copilot unique?

While there are are many solutions with similar functionality to Copilot, Copilot is the modern alternative that will delight your customers. With a minimalist UI, mobile-first design, comprehensive customization options, and faster performance, Copilot is a product that your customers will love to use.

How do you migrate to Copilot from another solution?

It usually takes companies less than 15 minutes to migrate to Copilot. With a simple import flow that you can access on the Clients page you can seamlessly import your client lists (along with any custom fields) in a single step.

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Upgrade your service business

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