Canopy Practice Management vs. OfficeTools by CARET

Canopy Practice Management

Canopy Practice Management

2 Reviews and Ratings

OfficeTools by CARET

OfficeTools by CARET

3 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Canopy Practice Management	Score 10.0 out of 10	N/A	Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.	N/A
OfficeTools by CARET	Score 5.0 out of 10	N/A	OfficeTools Cloud is cloud-based accounting practice management software designed to enable firms to track client work and collaborate with their team anytime, anywhere, from any browser. OfficeTools is an CARET brand.	$59 per month

Pricing

Canopy Practice Management

OfficeTools by CARET

Editions & Modules

No answers on this topic

OfficeTools Cloud: $59 ($49)
per month (billed annually)
OfficeTools Workspace: Contact for Pricing

Offerings

Pricing Offerings
Canopy Practice Management	OfficeTools by CARET
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Canopy Practice Management	OfficeTools by CARET
Top Pros	Pro Client information Pro Information management Pro Task tracking	Pro Project management Pro Client side Pro Record calls
Top Cons	Minus Contact information Minus Contact lists	Minus Not always up Minus Accurate reports Minus Font size

User Ratings
	Canopy Practice Management	OfficeTools by CARET
Likelihood to Recommend	10.0 (1 ratings)	8.0 (1 ratings)

User Testimonials
	Canopy Practice Management	OfficeTools by CARET
Likelihood to Recommend	Canopy, Inc. No answers on this topic	CARET (Abacus Data Systems, Inc. ) For a small office or team keeping track of multiple projects at once can be a challenge. OfficeTools provides an all-in-one affordable (less than $60 per month) and accessible (cloud based) project management solution to keep your team on task. If your organization uses products such as Quickbooks or Outlook you can easily integrate them into this software solution. I honestly cannot think of an organizational structure that would not benefit somewhat from integrating OfficeTools into their operations Incentivized Patrick Conners Executive Director Read full review
Pros	Canopy, Inc. Client information management Task tracking Time Tracking Incentivized LC Larry Collins Accounting Supervisor Read full review	CARET (Abacus Data Systems, Inc. ) Software Integration (i.e. Quickbooks, Outlook, etc.) Project Management Time Management Billing/Invoicing Incentivized Patrick Conners Executive Director Read full review
Cons	Canopy, Inc. I wish Contact information could contain active hyperlinks I wish reports could be generated based on TAGS I wish contact lists could be generated based on filters Incentivized LC Larry Collins Accounting Supervisor Read full review	CARET (Abacus Data Systems, Inc. ) Customizability (i.e. font size, workflows, etc.) Increase access to trainings and educational enrichment opportunities Customer Support (tends to be slow) Incentivized Patrick Conners Executive Director Read full review
Alternatives Considered	Canopy, Inc. LIGHT YEARS ahead of PCS. We hated it Incentivized LC Larry Collins Accounting Supervisor Read full review	CARET (Abacus Data Systems, Inc. ) OfficeTools is by far the easiest project management tool that I've ever used. It is very user friendly and easy to pickup. That cannot be said for other products that I've used in the past Incentivized Patrick Conners Executive Director Read full review
Return on Investment	Canopy, Inc. Big impact on profitability based on the ability to set budgets and track time Incentivized LC Larry Collins Accounting Supervisor Read full review	CARET (Abacus Data Systems, Inc. ) No answers on this topic
ScreenShots