Compare · facts captured 2026-08-24
Canopy sells an all-in-one firm suite with add-on meters. ficary sells a ledger first. Honest 2026-08-24 comparison.
Nominative comparison, not a partnership. Firm sales open when this suite is in the product. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation.
| Axis | Canopy | ficary |
|---|---|---|
| CRM / work | CRM and tasks on Standard | Firm CRM + work queue live |
| Portal / e-sign | Portal on Standard; e-sign templates | Invoice + account magic-link. Docs/e-sign not a full portal |
| Close | Close Automation $10 per connected client / month | Period close on the books tenant — no per-client close meter |
| Tax | Tax Workflow from $34/credit/client; Resolution $50/user/month | Tax prep blocked until §7216 + isolated inference |
| Price (list) | Standard $74 / Plus $109 / Premium $149 per user/month annual | Owner Free/Pro. Do not treat direction as a firm list price |
| AI isolation | Coworker / Notetaker — not marketed as DB-per-firm | Protected SKU planned: dedicated DB, private inference, BYO-key |
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.
Map a Canopy client and work export on Practice → Import. Email is reconnected from Gmail or Microsoft 365. Live one-click cutover is not shipped.
Isolation and private inference: Protected SKU. No earned SOC 2, ISO 27001, or HIPAA badge. No client stories and no unpublished seat prices.
No. Not until live mail, a documents/requests portal, e-sign, engagements, capacity, and firm realization exist.
Public list on 2026-08-24: Standard $74, Plus $109, Premium $149 per user per month billed annually, plus meters. Source: getcanopy.com/pricing.
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Practice + books
Google and Microsoft. As-of WIP. Realization. Fee caps. One close. Write us when you are ready to leave.