Canopy vs SuiteFiles

by Gralio Feb 06, 2025

Canopy and SuiteFiles both cater to professional service firms. Canopy excels with specialized accounting features and a centralized platform, while SuiteFiles prioritizes document management and client collaboration with broader integrations.

At Gralio.ai we help to simplify your decision-making process by offering detailed, side-by-side software comparisons like this one, to help you confidently choose the tool that aligns with your business goals.

This comparison was created by analysing 342 reviews and 60 websites, saving 2 hours, 24 minutes of reading.

Canopy

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SuiteFiles

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About

Canopy is a cloud-based practice management software designed for accounting firms of all sizes. It offers a suite of features to manage client interactions, documents, billing, and team workflows, all within a single platform. Canopy aims to streamline accounting firm operations, improve efficiency, and enhance client relationships through automation and a centralized system.

SuiteFiles is a cloud-based software designed for professional service firms, such as accounting, legal, and engineering firms, seeking to improve their document management and client collaboration. It offers a centralized platform for creating, storing, sharing, and collaborating on documents. Its features include secure client portals, task management, digital signatures, and integrations with popular business applications like Xero and Microsoft 365. SuiteFiles aims to streamline workflows, reduce overhead, and enhance client experiences.

Summary

Main difference

Canopy is a practice management software tailored specifically for accounting firms, offering tools for client management, document storage, and billing. SuiteFiles, while also suitable for accounting firms, has a broader focus on document management and client collaboration for various professional services.

Relative strengths of Canopy (compared to SuiteFiles)

Canopy offers more specialized features for accounting firms, such as automated billing based on tracked time and an IRS transcript tool.
Canopy provides a centralized platform for all client interactions, documents, billing, and team workflows.
Canopy offers a helpful chat support for quick assistance.

Relative weaknesses of Canopy (compared to SuiteFiles)

SuiteFiles has a stronger focus on document management, including features like digital signatures and robust integrations with platforms like Xero and Microsoft 365.
SuiteFiles boasts better value and pricing transparency according to available user reviews.
SuiteFiles' client portal and document signing features receive more positive user feedback, suggesting a potentially smoother client experience.

Who should use Canopy VS. SuiteFiles

Canopy is a cloud-based practice management software designed for accounting firms. Users praise its client portal, centralized platform, and automation features. However, some find the automation setup for one-off tasks difficult and the mobile app lacking. Canopy streamlines workflows, improves efficiency, and enhances client relationships.

SuiteFiles is a cloud-based document management and client collaboration software praised for its ease of use and Xero integration. Users appreciate the secure client portals and document signing, but some find the software slow and the PDF editing limited. Perfect for small to midsize professional service firms needing streamlined workflows and enhanced client experiences.

Best for small to medium-sized accounting firms.
Ideal for businesses in the financial services industry.

Best for small to mid-sized professional service firms.
Ideal for accounting, legal, and engineering firms.

Canopy and SuiteFiles features

Supported

Partially supported

Not supported

Type in the name of the feature or in your own words tell us what you need

Document Management

Supported

Canopy offers document management features like storage, organization, sharing, and security.

Supported

SuiteFiles provides a centralized platform to store, organize, and manage documents.
Secure Client Communication

Supported

Canopy facilitates secure client communication through its secure client portal and robust security measures.

Supported

SuiteFiles Connect facilitates secure document exchange and collaboration with clients in a protected environment.
Document management

Supported

Canopy allows uploading, storing, and managing client documents within its platform.

Supported

SuiteFiles allows you to upload, store, manage, and retrieve client documents.
Client portal

Supported

Canopy offers a client portal for secure access to documents and information.

Supported

SuiteFiles offers a secure client portal called SuiteFiles Connect for document access and collaboration.
Sign document

Supported

Canopy allows clients to electronically sign PDF documents within its client portal.

Supported

SuiteFiles allows electronic signatures for PDFs, including audit history and custom signatures.
In-app chat

Not supported

Canopy does not offer in-app chat for document collaboration, but it has task comments for team communication.

Supported

SuiteFiles supports in-app chat within its task management system, facilitating document collaboration.

Qualities

Value and Pricing Transparency

-0.13

Neutral sentiment

+1

Strongly positive sentiment
Customer Service

+0.52

Rather positive sentiment

+1

Strongly positive sentiment
Ease of Use

+0.81

Strongly positive sentiment

+0.57

Rather positive sentiment
Reliability and Performance

+0.37

Rather positive sentiment

-0.37

Rather negative sentiment
Ease of Implementation

+0

Neutral sentiment

+0.5

Rather positive sentiment
Scalability

+0.43

Rather positive sentiment

No data

Canopy and SuiteFiles Pricing

No data

User sentiment

Neutral

-0.13

See full Pricing page

SuiteFiles offers document management solutions through Semi-Suite and Super Suite plans, with monthly or annual billing options available. Enterprise pricing is available upon request.

Plans

User sentiment

Strongly positive

See full Pricing page

Canopy and SuiteFiles review insights

341 reviews analysed from and

Users love

Professional client-facing portal and mobile app with scanning capabilities.
Centralized platform for client interactions, documents, billing, and workflows.
Helpful chat support for quick assistance.
Useful IRS transcript tool for easy retrieval and review.
Time-saving automation features for repetitive tasks and emails.

SuiteFiles is praised for its ease of use and intuitive interface.
The seamless integration with Xero Practice Manager is highly valued by accounting firms.
The document signing feature is generally well-received, saving time and streamlining the process.
Clients appreciate the secure client portals for easy document sharing.
The template feature for emails and documents enhances efficiency and consistency.

Users dislike

Difficult to set up automations for one-off tasks.
Confusing client-facing folder structure; no option for client-specific organization.
Email integration needs improvement; difficult to search and limited formatting options.
Mobile app is lacking key features, like viewing tax organizers and billing invoices.
Billing invoices tab is not available in the mobile app.

SuiteFiles can be slow at times.
The document signing feature, while generally well-liked, has room for improvement with occasional clunkiness and slowness.
Integration with OneDrive, while generally good, can sometimes result in syncing delays.
Limited offline access is a drawback for some users.
Inability to edit PDFs directly in the online version is a common complaint.

Canopy and SuiteFiles Ratings

G2

4.6/5

(87)
Capterra

4.5/5

(198)
TrustPilot

3.2/5

(1)

G2

4.5/5

(56)

Company health

Employee growth

15% increase in the last year

7% increase in the last year

Web traffic

9% decrease in the last quarter

14% decrease in the last quarter

Financing

February 2024 - $188M

August 2018 - $1M

How do Canopy and SuiteFiles compare in client-facing portal usability?

Both Canopy and SuiteFiles offer client-facing portals for document sharing and communication. Canopy's portal, while considered professional, has a confusing folder structure according to user reviews. SuiteFiles's portal is generally well-received for its ease of use and secure document sharing capabilities. Therefore, SuiteFiles appears to have a slight advantage in client-facing portal usability based on current user feedback.

Which product better integrates with existing accounting software like Xero?

SuiteFiles is the better choice for integration with Xero. While Canopy does not mention Xero integration, SuiteFiles explicitly states its integration with Xero Practice Manager as a key feature and is praised by users for this seamless integration.

What are the advantages of Canopy?

Canopy offers a more integrated suite of features specifically designed for accounting firms, including client management, document management, automated billing, and workflow management all within a single platform. Users praise Canopy's client-facing portal, mobile app with scanning, and helpful chat support. While both products offer document management and client portals, Canopy's focus on accounting-specific features like automated billing and IRS transcript tools makes it advantageous for firms in that industry.

What are the disadvantages of Canopy?

Canopy users report difficulties setting up automations for one-off tasks, a confusing client-facing folder structure, and email integration issues. The mobile app lacks key features like viewing tax organizers and billing invoices. Some users also find the billing invoices tab inaccessible on mobile.

Alternatives to Canopy and SuiteFiles

Ideagen Huddle

Ideagen Huddle is a secure cloud-based software designed for document collaboration within and outside your company, especially if you handle sensitive information. It allows you to create branded workspaces where your team can securely share files, co-edit documents, track revisions, and manage approvals. It offers different plans to fit your needs, including features like e-signatures and integrations with popular platforms like Microsoft 365. Huddle emphasizes strong security and compliance, making it suitable for regulated industries.

Google Workspace

Google Workspace is a suite of online productivity and collaboration tools for businesses of all sizes. It includes popular apps like Gmail, Calendar, Drive, Docs, Sheets, Slides, Meet and more. Google Workspace aims to provide a seamless and integrated experience for communication, document creation, file storage, and team collaboration, all accessible from any device with an internet connection. It stands out with its user-friendly interface and strong collaboration features.

Pixie

Pixie is a cloud-based practice management software designed specifically for accounting and bookkeeping firms of all sizes. It offers a centralized platform to manage clients, deadlines, workflows, emails, and documents. Pixie helps firms streamline operations, improve team collaboration, and reduce time spent on administrative tasks. The software includes features like client relationship management (CRM), workflow automation, task management, and reporting tools. Pixie aims to help accounting firms enhance efficiency, improve client satisfaction, and scale their business.

Suralink

Suralink is a software platform designed for accounting and professional service firms of all sizes. It provides a secure and centralized hub for client collaboration and document exchange, simplifying tasks like audit requests and file sharing. Suralink aims to streamline workflows, enhance security, and improve client relationships by offering features like request list management, e-signatures, and integrations with other accounting software.

PandaDoc

PandaDoc is a software platform that helps businesses create, send, track, and e-sign documents like proposals, contracts, and quotes. It aims to simplify and automate the document workflow, reducing busywork and improving productivity. PandaDoc integrates with popular CRM, payment, and collaboration tools, making it a versatile solution for various teams, including sales, HR, and legal. The platform offers features like customizable templates, approval workflows, and analytics to track document performance.

Revver

Revver (formerly eFileCabinet) helps businesses manage documents and automate tasks. It provides a central platform for secure file storage, sharing, and collaboration. Revver offers features such as electronic signatures, fillable forms, and automated workflows to streamline document-centric processes. This can help businesses improve efficiency, reduce errors, and enhance compliance.

Page co-authored by

Michal Kaczor

CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

Tymon Terlikiewicz

CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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