Canopy is a capable, modular practice-management suite — built in and for the US market, where you assemble modules and pay per module and per user. Docket is for the smaller Canadian firm that wants that kind of workflow without the module math, the per-seat price tag, or the setup project. Here is an honest, side-by-side look.
1 Canopy details shown for comparison are drawn from Canopy's public pricing and product pages. Figures are approximate, quoted in US dollars, vary with the modules and seat count you select, and may change — verify the current figure and module mix on getcanopy.com before relying on it. Docket is not affiliated with, endorsed by, or sponsored by Canopy. Canopy is a trademark of its respective owner and is used here only for comparative reference.
If you are a US firm — especially one doing IRS tax-resolution work, or one that specifically wants to buy a modular suite and assemble it module by module — Canopy is built for exactly that, and its per-module approach is a genuine strength there. Docket is deliberately built for the Canadian firm that wants to be running this afternoon, on the CRA calendar, without choosing modules or running an implementation project. We would rather tell you that plainly than win a customer who is a poor fit.
Yes. Docket's core practice-management platform — clients, workflows, automations, client portal, document requests, deadlines, boards, and time and billing — is free forever, not a trial. There is no per-user fee and no modules to buy. The only paid tier is optional AI customization, which you turn on if and when you want it.
Canopy is sold as a paid platform: a per-user, per-month subscription with separate paid modules added on top, so a typical firm lands somewhere in the range of roughly US$40 to US$100+ per user, per month depending on which modules it selects, according to Canopy's public pricing. Docket's core is $0 with no per-seat fee and no modules to assemble. Always confirm Canopy's current pricing and module mix on getcanopy.com, since published figures change.
Yes. Docket is CRA-native: T1, T2 and GST/HST deadlines are tracked automatically, recurring work is fiscal-year-end aware, and dates follow the way the CRA dates them. Canopy is a capable US-focused suite oriented around the IRS calendar and US tax-resolution work, so it is not purpose-built around the Canadian tax calendar.
No. Canopy is modular — you assemble the suite from paid modules such as client management, documents, workflow, time and billing, and tax resolution, and pay per module and per user. Docket ships the full practice-management core in one free product, with no module math. If you later want to reshape a workflow, you describe the change in plain English and Docket builds it on the paid AI tier.
Yes. You can export everything. Docket's AI customization edits configuration, never your underlying data, and every change is previewed, approved by you, and reversible.
Full practice management, free forever — no modules to assemble. Set it up this afternoon; add AI customization only if and when you want it.
Start free — no card →Practice management that shapes itself to your firm. Free for accounting and tax firms.
howard@docket-systems.com