Practice management, QuickBooks and Xero workflows, month-end close, AI, and a client portal your clients actually use — with nothing metered per client and nothing held back for a higher tier.
Get a DemoCompare Client Hub vs. Canopy ↓Canopy is a broad, capable platform with depth in tax resolution and firm administration.
Client Hub is built to do the everyday work of a bookkeeping and advisory firm without an expensive pricing model or complex suite of features to learn across your team.
Canopy's per-user tiers are only part of the bill. The capabilities they market hardest are metered on top, and most of them are metered per client.
Client Hub charges per user. That is the whole model. Unlimited clients, unlimited storage, AI, support and training, on every plan.
Per-user headline prices do not show what a firm doing monthly close and tax returns ends up paying.
This models a firm on Canopy's Plus tier — their mid-level plan — running month-end close for its clients and using AI intake for tax season, against Client Hub Practice Manager Plus with everything included.
All figures annual, at published annual-billing rates. Canopy platform at Plus, $109/user/month. Close Automation at $10 per connected client per month with the first 5 connections free. Tax Workflow Automation at $34 per client per year. Client Hub at Practice Manager Plus, $79/user/month annually, unlimited clients. Assumes 10 clients per firm user, all on monthly close and all receiving a return. Excludes payment processing and Tax Resolution seats, which Client Hub does not cover. Confirm current pricing on each site.
From five users up, the add-ons cost more than Canopy's own platform does. At ten users the metered charges alone come to $14,800 a year — more than the entire Client Hub subscription.
Firms that switch from Canopy usually cut their software bill by more than half. The scenarios above land between 63% and 66%, and the gap widens with every client you add.
Takeaway: One line on the invoice, and it does not move when you win a client.
A metered model does not just cost more. It makes your team stop and think before using the software you already bought — is this client worth a credit, should we run close automation on this one, do we have credits left this year.
Client Hub is one price per user. Every feature, every client, every month. Nobody on your team ever has to weigh whether a feature is worth spending.
Takeaway: The bill does not change when you use our most powerful capabilities.
Canopy's Close Automation — the product that reads the general ledger, flags uncategorized transactions and runs the close — connects to QuickBooks Online only. Their help states it plainly: “QuickBooks Online is currently the supported integration.”
Canopy does list Xero, but for sending invoices and syncing contacts, and their own page describes it as “powered by Canopy & Zapier”.
Client Hub treats QuickBooks Online and Xero the same: uncategorized transactions, month-end close, and AI review of the financials on either.
Takeaway: If your firm supports clients on Xero, Canopy's bookkeeping story is not available to you.
Breadth has a cost. A platform with capacity planning, custom roles, granular folder permissions, retention rules and a credit balance to watch is a system somebody has to own and keep configured.
Client Hub is built so a new staff member is useful the first week and a client can answer a request without being taught. The work your firm does every day — ask the client something, chase a document, close the month, send the return — is the short path, not a configuration exercise.
“The clarity and simplicity it offers are truly invaluable in mediating the chaos of daily business operations. It provides a sense of calm and efficiency, freeing up significant time that can now be dedicated to assisting my clients.” — Frank Shaun Butler, FSB Consulting
Takeaway: Software your team adopts because it is simple and useful, not because it is mandatory.
Tax questionnaires, document request lists, KBA eSignatures for returns needing identity verification, and the same workflows and deadlines your bookkeeping work already uses — with the questionnaires and document requests part of the plan rather than metered per client.
Takeaway: Bookkeeping clients and tax clients in one system, at one price.
Changing practice management systems is already a big enough decision.
Client Hub onboarding is included at no additional cost. We help you get set up and get your team working, without charging separately for onboarding or training.
Whether you are leaving Canopy for Xero support, for much more reasonable pricing that you can predict, or because your team never fully took to it, we will help you move.
Talk to Us About Switching from CanopyYes, particularly for bookkeeping and advisory firms. Client Hub combines practice management, workflow, client collaboration, QuickBooks and Xero integrations, and AI in one platform at one price per user.
Canopy publishes Standard at $74, Plus at $109 and Premium at $149 per user per month on annual billing, with add-ons charged separately — Close Automation at $10 per connected client per month after the first five, Tax Workflow Automation from $34 per client per year, Tax Resolution at $50 per user per month. Client Hub is $59 or $79 per user per month annually with everything included and unlimited clients.
Yes. Close Automation is an add-on at $10 per connected client per month, with the first five connections included. In Client Hub, month-end close is part of the plan for every client.
Canopy's help center states that unused Client Credits do not roll over and reset at subscription renewal, and that the minimum purchase is 25. Client Hub does not meter AI per client.
Partly. Canopy lists Xero for sending invoices and syncing contacts, described on their own page as powered by Zapier. Their Close Automation product, which reads the general ledger, states that QuickBooks Online is currently the supported integration. Client Hub supports QuickBooks Online and Xero equally.
IRS representation. Canopy pulls transcripts in bulk, going back years, and ships pre-built workflows for IRS notices. If that work is central to your firm, it is a real advantage and Client Hub does not compete with it.
Our team guides you through setup and moving your clients across, and onboarding is included at no additional cost.
Price the add-ons you will actually use, not just the per-user rate. Check whether your accounting platform is supported for the bookkeeping features specifically. And ask how long it takes a new staff member to become useful in each system.
Client Hub brings your team, your clients, and the accounting work together in one calm, connected workspace — without a meter running.
See Client Hub in Action
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