Mango Practice Management vs. Canopy

Canopy vs. Mango Practice Management

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COMPARE CANOPY TO ALTERNATIVES

Canopy is more than Time & Billing

We’re not just an all-in-one solution; we’re a solution that’s been cohesively built from the ground up, not piecemealed together through mergers and acquisitions (no phasing out of products– *cough* ImagineTime *cough*). Customer research is one of our favorite things, so you can rest assured that your voice will be heard and that we’ll continue to develop and innovate every aspect of our product.


AI Generative Emails
Works for All Firm Sizes
Canned Dashboards
Custom Dashboards & Insights
Edit & Annotate Files
eSignatures
Workflow Automation
Firm Wide Insights		Limited
Project Management		Limited
Time & Billing

AI Generative Emails

Works for All Firm Sizes

Canned Dashboards

Custom Dashboards & Insights

Edit & Annotate Files

eSignatures

Workflow Automation

Firm Wide Insights

Limited

Project Management

Limited

Time & Billing

4.6 stars on G2.com

“I have been a Canopy user for several years now and they truly care about their customers. I switched to Canopy because they were able to offer all the services I needed for my practice in one application.”

Danny Nordstrom / Nordstrom Accounting Services

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Why accountants are switching to Canopy

Find Answers to Unknowns

Without data, you’re flying blind. No matter the size of your firm, you need to know how your firm is performing. Is work allocated appropriately? Are clients paying on-time? What services bring in the largest profit margins? Get all the reporting you need with Canopy Insights.

Attract New Clients

Imagine clients flocking to you because they hear how easy you are to work with? You’re modern, accessible, and secure. Canopy’s Client Portal makes you the rockstar. Easily avoid sending documents over email or (yikes) receiving screenshots or shaky photos instead of PDFs.

Get the Support You Deserve

With an award-winning, US-based support and implementation team and accessible via chat, email, and phone, you’ll get the help and guidance you need as you adopt a new software. We’re also extremely focused on gathering feedback and conducting customer research calls.

TAXDOME VS. CANOPY

Time & Billing & then some (for less)

Whether you only need a Time & Billing solution or you want to ease your way into a full-fledged Practice Management solution, you can start with Canopy Client Management + Time & Billing for less than any tier of Mango’s Practice Management. And you’ll get a more robust offering:

A Client Portal (with a highly-rated, already-built mobile app) that you and your clients will love (and use)
Invoices with your branding and automated reminders
Write up or write down services
Late fees attachments
WIP dashboard

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Managing client contact info, notes, and recent files using accounting practice management software on a laptop.

Want a full overview of Canopy?

What you need is a central hub for everything from proposals to payments to modern innovations like AI and whatever else will make your firm’s work easier. Which is precisely what Canopy is. Watch this short video to see it in action.

A hand holds a laptop featuring the billing and invoicing module of an accounting practice management software.

MANGO PM VS CANOPY

Keep a pulse on the health of your practice

Insights help you make data-driven decisions. Without data, there’s no knowing how your business decisions are helping or hindering your firm. You’re guessing (at best). With insights on clients, tasks, billing, and time, you can dive deep into any area of the business and make better decisions.

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MANGO PM VS CANOPY

Deliver 5-star client experiences

Canopy isn’t only for you. It’s for your clients as well. Give your clients the option that works best for them—secure links accessed from an email, login on a web browser (through a customized Client Portal), or download our beloved app. Meet your clients where they are and increase the likelihood of them engaging and responding—all without causing confusion for them or your staff. All in one place: Canopy.

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Smartphone screen showing the "Files" tab of a client portal within an accounting practice management software.

“I switched to Canopy because they were able to offer all the services I needed for my practice in one application… They provide simple to use solutions for CRM, communication, client portal, and workflow management… Canopy makes it possible for all my clients to be under one u0022CANOPYu0022.”

Danny Nordstrom / Founding Partner

“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”

Nathan G. / Small Business

“I'm elated to have Canopy as a portal to allow my clients to easily upload their documents. Most clients have welcomed the shift to using Canopy as it is user friendly.”

Lisa B. / Owner

“Having a secure online portal made the need to meet face to face not necessary. Our firm is trying to determine if being 100% virtual is possible. Without Canopy, we couldn't even have that conversation.”

Jon F. / CEO

“Canopy's features are amazing, but the best thing about them is their response to consumer feedback, willingness to adapt their software, and support staff.”

Cassandra H. / Office Manager

“You get everything all in one. Communications, data management, workflow and billing. All of it flows incredibly well into each other and maximizes efficiency.”

Adam R. / Payroll Professional

Hand catching a credit card against a digital backdrop to highlight accounting practice management software payment tools.

MANGO PM VS CANOPY

Powerful payment processing

Between the reliability of Canopy’s payment processing and the rates we provide, you’ll wonder why you didn’t switch sooner. You’ll have access to your money faster. You’ll also be able to pass on credit card fees through surcharging and send automated invoice reminders or charge late fees to encourage clients to pay on time.

Canopy’s Payment Rates: 3.30% + $0.20 per transaction; ACH: 1% with a $10 cap
Mango PM’s Payment Rates: 2.99% and $0.29 per transaction; ACH 1% with a $10 cap

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Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

How does Canopy's development process set it apart from Mango Practice Management?

Canopy is a solution that has been cohesively built from the ground up, ensuring a seamless user experience (unlike solutions that have been piecemealed together through mergers and acquisitions). Canopy is committed to continuous development and innovation based on customer research and feedback.

With Canopy, you can be confident that your voice will be heard and that the product will evolve to meet your firm’s needs.

How does Canopy ensure the security of my firm's data and client information?

Canopy goes beyond just time tracking and billing. While both solutions offer time and billing capabilities, Canopy provides a more robust offering at a lower cost. With Canopy, you gain access to features like a customizable client portal, branded invoices with automated reminders, write-up or write-down capabilities, automated late fees, a work-in-progress (WIP) dashboard, and an integrated payment solution. These additional features enhance your practice management experience and provide greater value compared to Mango Practice Management.

How does Canopy help me gain insights into my firm's performance?

Canopy Insights empowers you to make data-driven decisions about your firm’s performance. By providing comprehensive reporting on areas such as work allocation, client payments, and profit margins, Canopy enables you to have a clear understanding of how your firm is performing. These insights help you identify areas for improvement and make informed decisions to optimize your practice management.

What sets Canopy's client experience apart from Mango Practice Management?

Canopy focuses on delivering exceptional client experiences through its secure Client Portal. With Canopy’s Client Portal, you can provide modern, secure, and accessible options for clients to interact with your firm. Whether it’s through secure links accessed from emails, easy login on via a web browser or mobile app, Canopy ensures that clients have a seamless and convenient experience, increasing engagement, and responsiveness.

How does Canopy's payment processing compare to Mango Practice Management?

Canopy offers powerful payment processing capabilities with competitively low rates. With Canopy’s reliable payment processing, you can access your funds faster. Additionally, Canopy allows you to pass on credit card fees through surcharging and provides automated invoice reminders and late fee options to encourage clients to pay on time. Compared to Mango Practice Management, Canopy’s payment rates are lower, offering you a cost-effective solution for processing payments…and did we mention it’s all integrated with Client Management, Document Management, Time & Billing, and more?