The Canopy alternative with every module included
Canopy sells a client platform plus paid modules for workflow, documents, time and billing. ZenWorkflow includes all of it, plus staff leave and AML/KYC, at one per-user price from €39 a month.
Choose ZenWorkflow if you want
- One price with workflow, time, billing, leave and AML included
- A firm outside the US, or one that does not need IRS tooling
- Due-diligence and risk assessments built into client onboarding
- Several entities from one login
Canopy is the better fit if
- You are a US tax practice that pulls IRS transcripts and manages notices
- A polished client portal with a mobile app matters most
- You want to buy modules one at a time
- You need Canopy Payments for card and ACH collection
ZenWorkflow vs Canopy at a glance
Canopy is excellent for US tax practices. ZenWorkflow is the simpler buy for everyone else.
| ZenWorkflow | Canopy | |
|---|---|---|
| Pricing | From €39/user/month | From $74/user/month + modules |
| Free plan | Free plan for one user and 10 clients | |
| Workflow and job management | Templates, checklists, owners, budgets and approvals | Add-onWorkflow module, per user |
| Client records and ownership | Contacts, directors, shareholders, ownership and history | CRM in the base platform |
| Time tracking and timesheets | Weekly timesheets with submit-and-approve | Add-onTime and billing module |
| Invoicing, estimates and credit notes | Invoices, estimates, credit notes and receipts | Add-onTime and billing module, Canopy Payments |
| AML/KYC screening and risk assessment | PEP and sanctions screening, risk assessments, document expiry | |
| Staff leave and capacity | Requests, balances and a team leave calendar | |
| Multiple firms or entities | Several firms or entities from one login, fully isolated | One firm per account |
| Client portal | Secure magic-link sharing, no full client portal | Client portal with mobile app |
| Integrated email inbox | Email sync | |
| Document storage | Per-client files, Google Drive sync | Add-onDocument management module |
| AI assistant | In-app assistant plus Claude and ChatGPT connection | Canopy AI |
| Reporting | Capacity, profitability, compliance and billing reports | Reporting |
| Contract | Monthly or yearly, no minimum seats | Yearly for the discount; per-module pricing |
Canopy details from its public pricing and feature pages and independent reviews, checked October 2026. Plans change: confirm on their site before deciding.
From €39/user/month (Practice) or €58/user/month with AML/KYC, billed monthly or yearly.
Everything is included at each tier: workflows, clients, time, billing, leave, reporting and the AI assistant, with AML/KYC on the Practice + AML plan. There are no per-module fees and no minimum number of users, and the free plan covers one user and ten clients.
From $74 per user per month (Standard), plus paid modules.
Workflow (around $32), document management ($36) and time and billing ($22) are priced per user per month on top of the base platform, with tax resolution a further add-on. Plus is $109 and Premium $149 per user. Most firms end up at $100 to $175 per user once the modules they need are added. Yearly billing saves about 20%.
Why firms move from Canopy
Canopy reviewers like the portal and the IRS tooling. The bill is what sends them looking.
Modules add up fast
Workflow, documents and billing are each priced per user on top of the base platform. ZenWorkflow has no module fees.
Built for US tax
Transcripts and notices are the standout, and irrelevant outside the US. ZenWorkflow is built for EU and international firms doing regulated work.
No AML/KYC
Due-diligence lives elsewhere. ZenWorkflow screens clients and owners and records the risk assessment on the client.
No staff leave or capacity
Canopy manages work, not people. ZenWorkflow adds leave, balances and workload in the same place.
Everything on, from day one
Workflows, time, invoicing, documents, leave and reporting are all part of the Practice plan. You never work out which module a feature lives in or add a line to the subscription when a team member needs it.
KYC and risk assessment at onboarding
Collect identity documents, screen against PEP and sanctions lists and complete a structured risk assessment before the engagement starts, with expiry tracking for ongoing monitoring.
Invoices from the work you already tracked
Hours and fixed fees roll onto invoices, estimates convert when accepted, and credit notes and receipts keep the client ledger straight. Approvals stop anything wrong going out.
Switching from Canopy in three steps
Guided onboarding imports your data and validates it with you before go-live. Most firms are running within a few weeks.
Export clients and tasks
Export contacts and open tasks from Canopy to CSV and download client files from the document module.
Import into ZenWorkflow
Load clients, contacts and jobs from the spreadsheet; connect Google Drive so client files land in the right folders.
Templates, then go live
Turn your recurring services into templates and launch the next cycle from ZenWorkflow.
Switching from Canopy?
What to export, how long it takes and what changes for your team, in one guide.
ZenWorkflow vs Canopy: questions firms ask
Straight answers on pricing, migration and where each tool wins.
For firms that do not need IRS transcript tooling and would rather pay one price than assemble modules, yes. US tax practices that rely on Canopy's tax resolution features should keep Canopy.
Canopy lists Standard at $74, Plus at $109 and Premium at $149 per user per month, with workflow, document management and time and billing sold as additional per-user modules and tax resolution as a further add-on. Yearly billing saves around 20%.
The client portal and mobile app, integrated payments, and US tax resolution tooling. ZenWorkflow offers secure magic-link sharing rather than a full portal.
Yes. Export contacts and tasks to CSV, download documents, and import them into ZenWorkflow. Onboarding specialists validate the import with you.
The Practice plan is €39 per user per month, or €390 per user per year. Practice + AML, which adds PEP and sanctions screening, risk assessments and KYC document tracking, is €58 per user per month or €580 per year. A free plan covers one user and ten clients, and every paid plan starts with a 14-day free trial. There are no module fees or minimum seat counts.
Yes. ZenWorkflow is built in the EU and is used by accounting, audit, tax, legal and corporate-services firms across Europe and beyond. It bills in EUR or USD, supports multiple entities from one login and includes the AML/KYC due-diligence that EU and UK regulated firms need, without a US-tax or Companies-House-only focus.
Yes. Start a free trial with no credit card, import a handful of clients and run one real engagement end to end. Book a demo if you would rather see your own workflows set up first.
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