We build Linked Accounting a custom, AI-powered practice management platform — your brand, your workflows, your client experience — replacing Canopy's limitations with a system built specifically for how your firm operates across four offices and eight service lines.
We audited hundreds of Canopy user reviews across G2, Capterra, TrustRadius, and Trustpilot. The same gaps appear over and over — and they map directly to what a growing, multi-office CPA firm needs most.
No Kanban boards, no Gantt views, no drag-and-drop. Your team can't visualize workload across clients or reassign tasks during tax season crunch.
Drag-and-drop engagement boards across your four offices. Switch views instantly. "My Work" shows each team member exactly what's due today, this week, and overdue — across all clients.
Partners can't see who has capacity and who's drowning. Staffing across Utah, Montana, California, and Hawaii requires spreadsheet exports.
Real-time billable vs. non-billable splits per team member across all offices. Bean AI proactively flags capacity gaps and suggests optimal client assignments.
Can't answer "Which clients are most profitable?" without building custom liveboards. Stock reports are limited. The insights feature is too complex.
Ask Bean: "Which clients are most profitable?" or "What's our revenue by service line?" Pre-built dashboards for everything. No liveboard configuration required.
$150/month base, then e-signatures, billing, workflows are all add-ons. Your firm ends up paying $400-600/month and still hits feature limits.
One build investment. Zero monthly per-seat fees. Zero per-signature charges. Scale from 10 to 100 team members with no cost increase. You own the code forever.
Clients with personal AND business entities hit constant portal errors. For a firm serving real estate investors with multiple LLCs, this is a dealbreaker.
Each entity gets row-level security isolation. Personal, business, trust, nonprofit — all clean, all separate. Built for Linked's real estate, healthcare, and construction clients who have complex entity structures.
No anomaly detection, no variance analysis, no conversational analytics. Canopy records what happened. It doesn't tell you what's wrong or what to do next.
Miscoding detection, accrual identification, anomaly flagging, budget variance analysis, AI meeting prep, auto-generated strategy reports, and conversational analytics — all trained on your firm's patterns and service lines.
Built around Linked Accounting's eight service lines: CFO consulting, month-end reconciliations, tax compliance, tax planning, bank consulting, 401k audits, nonprofit audits, and wealth advisory.
Client CRM, engagement workflows (Kanban/List/Calendar), document vault with e-signatures and PDF utilities, time tracking with timers, invoicing with Stripe payments, and firm-wide reporting.
Bean automates month-end close, flags miscoded transactions, identifies missing accruals, detects anomalies, analyzes variances, and generates board-ready CFO strategy reports from meeting recordings.
Linked Accounting-branded portal — your logo, your colors, your domain. Clients view interactive reports, exchange documents, chat with voice messages, sign engagement letters, and pay invoices.
AI meeting prep briefings, recording-to-report pipeline, voice notes on financial statements, multi-client dashboards, and real-time close progress — purpose-built for your CFO consulting service line.
Custom workflow engine for cost segregation studies, R&D tax credits, 401k audits, and nonprofit audits — each with tailored task templates, document checklists, and Bean AI assistance.
Revenue by client, service line profitability, team utilization across four offices, AR aging, engagement velocity — queryable through Bean: "Who on my team has the most capacity this month?"
Linked Accounting clients across real estate, healthcare, construction, childcare, and nonprofits get an experience that feels like Big Four — at a fraction of the cost. All under your brand.
A direct comparison of what Canopy and TaxDome provide versus what we build specifically for Linked Accounting.
| Capability | Canopy | TaxDome | Linked Accounting Platform |
|---|---|---|---|
| Workflow Views | List only | Kanban + List | ✓ Kanban + List + Calendar + My Work |
| AI Financial Intelligence | None | None | ✓ Bean AI — 12 detection modules |
| Conversational Analytics | None | None | ✓ Ask Bean anything about your firm |
| Meeting → Report Pipeline | None | None | ✓ Record call → AI strategy report |
| Team Utilization | None | Basic | ✓ Real-time across 4 offices + AI insights |
| Firm Reporting | Complicated | Limited | ✓ Pre-built dashboards + Bean conversational |
| E-Signatures | Paid add-on | Included | ✓ Unlimited — no add-on |
| Portal Branding | Canopy-branded | TaxDome-branded | ✓ 100% Linked Accounting |
| Multi-Entity Support | Buggy | Works | ✓ Architecture-level RLS isolation |
| Specialty Workflows | Generic only | Generic only | ✓ Cost seg, R&D, 401k, nonprofit |
| Monthly Cost (team of 20) | $400-600+/mo | $250-500/mo | $0 licensing — you own it |
| IP Ownership | Theirs | Theirs | ✓ Yours forever |
AI-accelerated development ships production features 10✕ faster than traditional agencies. Your platform is custom — the timeline isn't.
We map every Linked service line — CFO consulting, month-end, tax, audit, bank consulting — into platform workflows. Your processes become the spec.
Full clickable prototype in your brand. Review every page, flow, and button before production code begins.
Next.js, TypeScript, Supabase, Claude AI. Features ship in days. You review in real-time as the platform comes to life.
Live on your domain. Team training across all four offices. Ongoing support to add features and scale.
Linked Accounting is centered on bringing strong tax knowledge, strong accounting knowledge, and strong banking knowledge to the table. We think of strategies and solutions to problems you don't even know exist today so you can have a better tomorrow.
Brian Van Camp, CPA, MTax
Managing Partner, Director of Tax Strategy — Linked Accounting
Imagine a platform that embodies this promise. One that surfaces the problems your clients don't know exist — automatically. That presents solutions in board-ready format. That carries your brand, runs on your terms, and belongs to you.