Compare
Canopy is practice management software for US accounting and tax firms. Here's how it compares with OneFirmOS.
Side by side
| Canopy | OneFirmOS | |
|---|---|---|
| Focus | US tax-oriented practice management | All-in-one practice management, Canada-first |
| Data hosting | AWS; region not stated | Canada (AWS Montreal); US clients' documents in the US |
| Multi-currency | Listed as coming soon | 13 billing currencies, set per office |
| Bookkeeping | Close Automation add-on scans the client ledger | Own ledger, cash coding and HST report |
| Capacity planning | Plus plan and above | Capacity Planning add-on (includes HR and desk booking) |
| QuickBooks Online | Close Automation scans the client ledger | Invoices, payments, credit notes, retainers and WIP sync into the firm's QuickBooks Online |
Canopy information is from www.getcanopy.com support.getcanopy.com, checked on 7 November 2026. Products change; tell us at support@onefirmos.com if anything is out of date.
Overlap
Both Canopy and OneFirmOS offer: CRM, document management and e-signatures, a client portal, workflow, invoicing and payments, time and WIP, engagements, capacity planning and AI assistance.
OneFirmOS adds its own bookkeeping ledger and cash coding, e-signatures with a tamper-evident audit trail and no per-envelope fees, multi-office and multi-currency billing, and HR and desk booking, all hosted in Canada.
FAQ
For firms that want one system covering workflow, time, billing, the client portal, documents, e-signatures and bookkeeping, hosted in Canada, yes.
OneFirmOS includes its own bookkeeping ledger and cash coding, QuickBooks Online sync, e-signatures with a tamper-evident audit trail and no per-envelope fees, multi-office and multi-currency billing, and is hosted in Canada.
Yes. Onboarding is assisted: we import your clients, contacts and documents, rebuild your workflows and train your team.
One platform
A 30-minute walkthrough on your firm's real workflow. First month free.