AI360 CPA is a white-label tax operations platform that's built, branded, and deployed for your firm in under 48 hours. Canopy is a self-serve practice management suite your team configures and runs. Both handle client intake, documents, and communication; they differ most in delivery model and branding.
Side by side
| What to compare | AI360 CPA | Canopy |
|---|---|---|
| Setup model | Done-for-you build and configuration | Self-serve setup by your team |
| Branding | Fully white-labeled to your firm | Firm branding within the vendor's app |
| Time to live | Under 48 hours target | Varies with your team's setup time |
| Document OCR | Built in | Available; confirm current plan |
| Pricing model | One-time install + monthly (from $395/mo) | Module/seat subscription; check vendor pricing |
| Best fit | Firms that want it built and run for them | Firms that prefer to configure it themselves |
Canopy features and pricing change over time, confirm current details on the vendor's site. This page describes the difference in delivery model, not a feature-by-feature scorecard.
Which should a firm pick?
Pick AI360 CPA if you want a branded system delivered and optionally run for you. Pick a self-serve suite like Canopy if your firm has the staff and time to build and maintain practice-management software internally.