Canopy Alternatives

Revver automates document-centric work and enables document-work collaboration. It is built for financial service organizations, insurance companies, and back-office departments across many industries, including healthcare, manufacturing, social care, IT, and many others. Read more about Revver

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide. Read more about Insightly

Payroll Relief is a cloud-based software that provides businesses with tools to calculate employees’ payroll and streamline accounting processes. Supervisors can handle tax filings, print checks, and distribute W-2 or 1099 forms across all employee portals annually. Read more about Payroll Relief

Accounting Power is an accounting software designed to assist small to midsize businesses with inventory, and project management processes from within a unified platform. Read more about Accounting Power

From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work styles. And with over 100+ integrations with other key tools like Google Drive, Slack, Jira and more, Trello is a breathing project hub of cross-team collaboration. Read more about Trello

Microsoft Teams is a chat-based workspace in Microsoft 365 which lets users collaborate on documents, make voice & video conference calls, view chat logs, and more. Teams has replaced Skype for Business as Microsoft's online meeting solution. Read more about Microsoft Teams

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them. Read more about Salesforce Sales Cloud

Slack is a single workspace that connects users with the people and tools they work with everyday, no matter where they are or what they do Read more about Slack

With Gusto, you get modern HR features like payroll, benefits, hiring, management resources, and more — all in one place. Gusto is proud to serve more than 300,000 businesses in the US with a single trusted system, competitive compensation tools, and expert guidance to help you empower your team. Read more about Gusto

The Canvas Learning Management Platform, built by Instructure, is the open, extensible learning management system that educators use and learners love. Read more about CANVAS

ProConnect Tax is a cloud-based tax management software designed to help businesses of all sizes manage payments, documents, batch processing, electronic filing, and more via a unified portal. The platform allows organizations to create and share documents with internal and external stakeholders, access various forms, and import client data from... Read more about ProConnect Tax

Ignition is an all-in-one platform for professional services that empowers businesses to get paid faster, and run smarter. Automate and optimize your proposals, client agreements, billing and payment collection to put an end to late payments, unbilled work and mundane repetitive admin. Read more about Ignition

SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations. Read more about SmartVault

Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time tracking, document storage and more. Read more about Jetpack Workflow

Financial Cents is an accounting practice management software designed to help bookkeeping and accounting firms automate data collection processes, handle projects, collaborate with staff members, and manage tasks on a centralized platform. Read more about Financial Cents

TaxDome is a tax practice management software designed to help bookkeepers, accounting firms, and certified public accountants (CPAs) handle customers, workflows, bills, payments, electronic signatures, emails, contacts, and more on a centralized platform. Read more about TaxDome

ShareFile provides you with the ability to send, receive and share large business files securely. Through the ShareFile portal, you can offer your clients a personalized, company-branded and password-protected platform from which to collaborate on files. Read more about ShareFile

BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses. We are dedicated to automating the future of finance so businesses can flourish. Read more about BILL

CCH ProSystem fx is a practice management software that provides businesses with dashboards to manage firm, project, employee, and client-related tasks. It includes billing and accounts receivable modules, which let administrators create and edit invoices, billing worksheets, enter payments, analyze finance charges, and manage cash flows. Read more about CCH ProSystem fx

UltraTax CS is a cloud-based professional tax software designed to help tax preparers automate corporate tax workflows and streamline document management. It offers multi-monitor flexibility, allowing businesses to view forms, input, diagnostics, prior year input, and more on up to 4 separate monitors at the same time. Read more about UltraTax CS