Sole Practice Manager vs Canopy

The all-in-one your firm actually uses without the module maths.

Canopy is powerful, US-built, and priced module by module. Sole Practice Manager gives Australian firms one platform, one flat price, built for local compliance from day one.

Australian-made

Unlimited staff seats

Built-in STP, BAS & SuperStream

Local support

Where the two differ

Canopy sells you modules. Sole sells you the whole practice.

Canopy is a genuinely capable platform — but its pricing and its design centre on the US tax-resolution market. For a small-to-mid Australian firm, that means paying for parts you assemble yourself, in a product built for someone else's compliance regime.

01 / PRICING

No module spreadsheet

Canopy starts with a base platform, then adds Workflow, Document Management, Time & Billing and Tax Resolution as separately-priced modules. Sole is one plan with everything in it you budget one number, not five.

one price. no surprises

02 / LOCALE

Built for Australia, not adapted to it

Canopy's depth is in US tax resolution and IRS transcript work. Sole is built around the ATO calendar STP, BAS and SuperStream are native, not bolted on.

made for australia

03 / SEATS

Your whole team, one price

Canopy is priced per user, per module costs climb as you grow. Sole includes unlimited staff seats, so adding people doesn't add line items.

one team. one login

The real monthly cost

What a growing firm actually pays

An illustrative small firm needing workflow, document management and billing — the modules most firms end up adding to Canopy anyway.

Sole Practice Manager

One plan · unlimited staff

Your logo and colour palette throughout

Included

Document management

Included

Workflow & jobs

Included

Time & billing

Included

One flat plan

$399/mo

FLAT

Sole "Start" plan, billed monthly. Annual billing saves 20%.

Canopy (assembled)

Base platform + per-module · per user

Client Engagement base

US$150/mo

Workflow module

US$32/user

Document Management

US$36/user

Time & billing

US$22/user

Before AUD conversion

US$240+/mo

PLUS

Indicative Canopy public module pricing (USD), per user where noted.

Feature by feature

Side by side

Capability

Sole Practice Manager

Canopy

Pricing model

One flat plan, all features

Base platform + paid modules

Staff seats

Unlimited

Per user

Built for

Australian firms

US market (tax resolution heritage)

STP / BAS / SuperStream

Native

Not applicable (US)

White-label client app

Yes

No

Document management

Included

Paid module

Workflow & jobs

Included

Paid module

Local support

Australian-based

US time zones

Tax resolution (IRS)

Not applicable (AU)

Strong

We don't claim feature parity on US tax resolution Canopy wins there because that's the market it's built for. The point is right-fit for an Australian firm, not a feature count.

Made here

Built around the ATO calendar — not adapted from another country's

Canopy's compliance depth is US-shaped: IRS transcripts, notices, federal tax resolution. None of that maps to how an Australian firm runs its year. Sole Practice Manager is built for the lodgement cycle your firm actually works to.

Single Touch Payroll workflows

BAS preparation and lodgement support

SuperStream-ready processes

Australian data hosting & local support

Designed with Australian firms, in Australia

Your brand

Your brand in front of clients

Sole's white-label client app puts your firm's name and logo on the tool your clients use every day — not a vendor's. Canopy offers a branded client portal, but not a white-label client app your firm fully owns.

Your logo & colors

Your domain

Branded client app

Available from $24.99/month

White-label, per client

$24.99/mo per client

Indicative white-label licence pricing carried over from the Karbon comparison source. This figure was never confirmed against the live SPM pricing page — confirm with Johann before this band goes live.

Frequently asked questions

Common questions

For Australian accounting and bookkeeping firms, yes. Both run client management, documents, workflow and billing in one platform. The difference is that Sole is built for Australian compliance and priced as one flat plan, while Canopy is a US-first product priced module by module.

Canopy charges a base platform fee plus separate per-user modules for workflow, documents, time & billing and tax resolution. Sole is a single plan with everything included and unlimited staff seats. Exact figures should be checked against both live pricing pages, as Canopy is priced in USD.

Canopy’s compliance strength is in US tax work — IRS transcripts and federal tax resolution. It isn’t built for the Australian lodgement cycle. Sole is designed around STP, BAS and SuperStream from the ground up.

If your firm relies on US tax-resolution tools, Canopy is purpose-built for that and Sole isn’t the right fit. For a standard Australian practice running compliance and advisory work, Sole covers practice management, documents, workflow and billing in one place.

Sole offers a white-label client app so your firm’s brand sits in front of clients. Pricing for the white-label licence should be confirmed before relying on a specific figure.