When accountants look at practice management software, pricing is often one of the first questions—and one of the hardest to compare across platforms.
So here’s the truth: You get what you pay for—and with Canopy, that means premium software designed to deliver real value to your firm.
Here’s why:
“We got rid of 7 different tools when we switched to Canopy.” — Lera Kooper, Owner & COO of Accountability Services
Many firms come to Canopy after realizing that the cost of combining multiple tools—task managers, client portals, e-signature tools, document storage, time tracking, billing, and email—not only adds up fast, but also leads to paying for the same features across several platforms.
Canopy wraps all of that into one connected platform. That means:
And that kind of consolidation pays for itself.
Canopy's pricing is designed for flexibility, so you get exactly what you need and nothing you don't. So, whether you're just getting started or ready to go all-in, you can choose a plan that fits your firm.
You get the value of a complete system, without being forced to overbuy.
Yes, you could choose a lower-cost solution. But that often means cutting corners on what really matters: usability, support, and breadth of functionality.
When it comes down to it, you get what you pay for. Canopy is an all-in-one solution. Karbon is not.
With Canopy, you get fully baked elements of all of Practice Management. Starting with our CRM, built for accountants. Create Client Groups, Clients, Contacts, and Connections. This is the backbone of our product, allowing you to easily find ANYTHING- files, tasks, questionnaires, invoices, payments, automations, comments, emails. All in the context of the client and work. Add our highly rated Client Portal on top of that. When things are easy for your client, life becomes easier for you.
We've built a system that helps you manage the client journey from proposal to payment. Create a custom questionnaire that helps you assess client fit. Prospects can provide information and files as a part of client intake. Use AI to rename and classify those documents. If they're a fit, you can proceed with a robust, easy-to-use engagement that not only incorporate pre-built service item and billing logic, but will also auto create tasks upon acceptance.
Canopy delivers the full practice management experience, not just a sliver of it.
Canopy’s pricing is built to be straightforward and transparent, so you always know what you’re getting and what you’re paying for.
“It’s worth it to know everything is in one place. The client notes, the tasks, the documents, the billing—it’s all there. You’re not chasing things across 6 platforms anymore.” — Rebekah Hooks, Manager of Operations at Campbell & Company CPAs
The biggest value of Canopy’s pricing isn’t just in what you pay—it’s in what you stop wasting:
If you’re evaluating practice management platforms, compare the true cost, not just the sticker price:
Canopy isn’t just competitively priced—it’s priced to reflect the value of simplifying your tech stack and running a better, more connected firm.
Book a demo and we’ll run a side-by-side comparison with your current tools.