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Actionstep vs Canopy

Actionstep logo

Actionstep

Build Your Firm Advantage

203 employees · est. 2004 · Denver, United States

VS
Canopy logo

Canopy

The #1 Cloud-Based Practice Management Platform. Client Mgmt. Doc Mgmt. Time & Billing. Workflow

308 employees · est. 2014 · South Jordan, United States

Actionstep is the older company (2004 vs 2014).

Side-by-Side Comparison

Actionstep Canopy
Founded
2004 older 2014
Headquarters
Denver, United States South Jordan, United States
Employees
203 308
Industry
Information Technology, Legal Tech Analytics, Financial Services, Payments
Funding Stage
Venture round Series C
Total Funding
Not tracked yet $188.03M
Funding Rounds
1 12
Services
Not tracked yet All-in-One Practice Management, AI-Enhanced Modules, Document Management, Time & Billing Solutions, Transcripts & Notices Management, Tax Resolution
Target Customers
Not tracked yet CPAs, Accounting Firms, Large Firms, Mid-Sized Firms, Small Firms, Private Equity-Backed Firms, AI-Optimized Firms
Taxonomy
Cloud-based SoftwarePractice ManagementLegal TechnologyWorkflow AutomationMatter ManagementDocument Assembly +7 Cloud-Based Practice ManagementAccounting Firm SoftwareClient ManagementDocument ManagementWorkflow AutomationTime & Billing +9
Website
actionstep.com getcanopy.com
Actionstep logo

About Actionstep

Actionstep is an Information Technology startup, founded in 2004 in the United States. The company's slogan, "Build Your Firm Advantage," encapsulates its mission to provide law firms with customizable legal business management platforms. With a focus on sustained growth, profitability, and streamli...

Canopy logo

About Canopy

Canopy, founded in 2014, positions itself as the leading cloud-based practice management platform for accounting firms. Its slogan, "The #1 Cloud-Based Practice Management Platform.", encapsulates its comprehensive offerings, which include client management, document administration, time reporting,...

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Frequently Asked Questions

Actionstep was founded in 2004, based in Denver, United States, with 203 employees. Actionstep is an Information Technology startup, founded in 2004 in the United States. The company's slogan, "Build Your Firm Advantage," encapsulates its mission to provide law firms with customizabl. Canopy was founded in 2014, based in South Jordan, United States, with 308 employees. Canopy, founded in 2014, positions itself as the leading cloud-based practice management platform for accounting firms. Its slogan, "The #1 Cloud-Based Practice Management Platform.", encapsulates its.
Actionstep has raised no disclosed funding and Canopy $188.03M. Latest stage: Actionstep Venture round, Canopy Series C.
Both list workflow automation among their focus areas.

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Compiled from the BounceWatch company index. We last looked at Actionstep on 12 Sep 2024, and Canopy on 3 Apr 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.

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