Alternatives · facts captured 2026-08-24
Stay on Canopy when their win still matches the job. Look at ficary when you want practice management and books on one platform. Nominative comparison — not a partnership and not a client story.
Choose Canopy when IRS transcripts, tax resolution, or a finished client portal are the reason you are shopping.
Tax workflow, tax resolution, and a client portal you can buy this week. Those rooms are not ficary’s live product.
Choose ficary when the month will not close on a job board, or when add-on sprawl is why you are leaving.
One ledger without a close add-on. No $10/connected-client close meter. Isolation and Type II are the track — not a claim we print as earned.
Isolation and private inference: Protected SKU. Category page without vendor keywords as the only strategy: practice management software. All comparisons.
Practice + books
Connect a bank, map an export, or enter activity by hand. The inbox tells you what still needs a human.