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Schedule your Canopy Demo.

PLANS FOR GROWING FIRMS
Build a custom plan for firms of any size
PLANS FOR SMALL FIRMS
For firms with 4 users or less

PRACTICE MANAGEMENT SOFTWARE FOR SMALL ACCOUNTING FIRMS

So you’re not KPMG, so what?

You still need the tech that’ll help you create the firm of your dreams. At Canopy, we believe in providing the best, all-in-one practice management software for the accounting industry—from small and emerging firms to the biggest names. For our smaller firms (4 or less users), we have two options:

PRACTICE MANAGEMENT SOFTWARE FOR ACCOUNTING FIRMS

Start small. Or go all-in-one.

Canopy offers modular pricing for our productivity-boosting, growth-driving practice management software. Start with the Client Engagement Platform as your base, then go nuts: pick one, two, or all the modules to customize Canopy to fit your practice.

STARTER

Start out with client and document management

Canopy’s Client Engagement and Document Management

$540 total annually

$45
$60
per user/
per month

$540 total annually

Annual billing can save you 20%

Features include

  • Manage Client Intake
  • Send Proposals
  • Track work from proposal to re-engagement
  • Integrate Email
  • Collaborate with teammates
  • Interact via a secure, branded Client Portal
  • Collect eSignatures
  • Tag & segment client list
  • Store internal work papers & client files
  • Control access & permissions
  • Send secure links for clients that want to avoid logging into the portal
  • Exchange documents with clients over mobile app

ESSENTIALS

Everything you need to manage your firm

A complete Practice Management Solution

$792 total annually

$66
$88
per user/
per month

$792 total annually

Annual billing can save you 20%

Features include

  • Manage Client Intake
  • Send Proposals
  • Track projects from proposal to re-engagement
  • Integrate Email
  • Collaborate with teammates on emails, tasks, & files
  • Centralize all client interactions to the highest rated mobile app
  • Collect eSignatures
  • Tag & segment client list
  • Store internal work papers & client files
  • Control access & permissions
  • Collect payments & maintain revenue integrity
  • Monitor firm data with pre-built dashboards
  • Send secure links for clients that want to avoid
logging into the portal
  • Track time & manage invoices
$150/mo
$150/mo
Contact Sales
for your firm’s tailored pricing
with annual contract
+Implementation fee

With Canopy's award winning support, you have help getting your clients, files, and data imported, and learning key skills within the product.

Annual billing can save you 20%

Get Your Quote

1-855-616-7305

What's included? Disclaimer
Module Quantity Subtotal(s)
250 contacts
 unlimited users $150/mo Contact Sales
5 users over 10 users
5 users over 10 users $0/mo Contact Sales
5 users over 10 users
5 users over 10 users $0/mo Contact Sales
5 users over 10 users
5 users over 10 users $0/mo Contact Sales
$1,800 Contact Sales
Disclaimer

The calculations shown above are estimates based on the options you’ve selected and are not a formal price. Please contact sales for a formal price. Adding on additional licenses, modules, products, or services (and their applicable taxes) may increase your quote. Canopy offers a discount for annual billing; it's reflected in the price when you select annual billing. Monthly billing is available to customers who spend at least $3,000 annually or $250 per month. Monthly billing customers are not eligible to receive the annual billing discount.

Client
Engagement
Platform
$150
Contact Sales
per month
for unlimited users

Client Engagement Platform, our base product, has everything you’ll need for client management.

WHAT'S INCLUDED
  • Client Portal
  • Mobile App for Clients & Firm
  • Connected Email
  • Notify team w/ @mentions
  • CRM
  • Engagements & Proposals w/ eSignature
  • Client Requests
  • Questionnaires & Organizers
  • Custom Roles PRO
  • Custom Reports & Formulas PRO

Client Engagement Platform includes 2,500 clients (add more as you need)

Client
Engagement
Platform
$150
per month
for unlimited users
Client Management

Canopy starts with Client Management, our base platform. (Think of it as the cone or cup for whatever practice management ice cream sundae you want to build.) All plans require Client Management and—except for our a la carte offerings—will include these fees.

How many active contacts will you have?

Active contacts vs. inactive contacts description.

500 contacts free. Additional sold in increments of 50

0 contacts

unlimited users
500 2,000+
+ Practice Management Suite
Document Management
$36
per user/per month
WHAT'S INCLUDED
  • Secure File Exchange
  • Unlimited Document Storage
  • Unlimited eSignatures
  • Retention Policies
  • Customizable Folder Permissions
  • Native File Annotations
  • Firm Workpaper Storage
  • Desktop Sync & Print Driver
5 user(s) Contact Sales
5 users 10+ users
Less than 5 users? Explore our small firm plans
Document Management

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Document Management PRO

Features include invoicing, time tracking, reporting, & payments. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliq.

Workflow
$32
$40
per user/per month
WHAT'S INCLUDED
  • Projects & Tasks
  • Automation
  • Workflow Templates
  • Recurrences
  • Custom Statuses
  • Roles for Task Assignment PRO
  • Custom Reports & Formulas PRO
  • Staff Utilization Report PRO
  • Capacity Planning Report PRO
5 user(s) Contact Sales
5 users 10+ users
Less than 5 users? Explore our small firm plans
Workflow

Features include invoicing, time tracking, reporting, & payments. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliq.

Workflow PRO

Features include invoicing, time tracking, reporting, & payments. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliq.

Time & Billing
$22
$31
per user/per month
WHAT'S INCLUDED
  • Generate & Send Invoices
  • Time Tracking
  • WIP
  • Collect Card & ACH Payments
  • Surcharging
  • Pre-Built Reports
  • Profitability Report PRO
  • Custom Reports & Formulas PRO
5 user(s) Contact Sales
5 users 10+ users
Less than 5 users? Explore our small firm plans
Time & Billing

Features include invoicing, time tracking, reporting, & payments. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliq.

Time & Billing PRO

Features include invoicing, time tracking, reporting, & payments. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliq.

+ Add-ons
Tax Resolution

Bought with Client Management, Tax Resolution includes Transcripts and Notices (see the description below on the standalone offering) and a library of admin forms.

includes Transcripts and Notices

$50 per user, per month
(annual billing)
Collection Cases

Collection case costs are as noted; penalties and spousal relief cases are complementary.

$100 per collections case
KBA ESignature

Verify client identity before accessing and signing docs. Users identify themselves with unique & exclusive info for verification. Enjoy an added level of verification for $1.25/KBA.

$1.25 per KBA credit
+ Stand-alone
Transcripts & Notices

Buy as a standalone or combine with Practice Management. Or try for free. Get 3 successful transcript pulls and 3 notice creations with a free trial. Fair warning: You'll love it and want more.

for if you don’t need anything else

$50 per user, per month
(annual contract)

What you get when you buy...

Client Engagement

You’re only as happy as your unhappiest client.

Keep clients engaged and satisfied with systems that help you deliver 5-star experiences.

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Client List

One list to rule them all, and all of the views, filters, and information you need.

Client Portal

Branded, secure, multi-functional. Available on the web or as an app.

Email Management

Send, view, organize, and act on all email communications from within Canopy.

Client Intake

Collect information, files, and agreements to proposals.

Security

Your firm's and clients' data are protected by best in class standards.

Control

100+ controls to govern users' access, so everyone has exactly what they need.

Document Management

Wasting time and energy wrangling document sprawl?

Stop that and do it better with Canopy.

Learn More
Document Storage

Easily upload, store, and manage (unlimited amount) internal and client documents.

File Organization

Separate internal & client docs, use folder templates, and share with clients.

Document Interaction

Preview, edit, collaborate on, annotate, adjust, combine, and work on files.

Sharing & Access

Manage permissions, share with individuals or teams, and save docs from emails.

Integrated eSignature

Gather eSignatures with a secure link or verify identity with a KBA.

Client Portal

Easily collect and manage files from and with clients on the web or mobile app.

Workflow

Less Clicking. More Doing.

Canopy Workflow helps you focus your time on the right things.

Learn More
Project Management

Create and manage tasks, assign staff, record notes, get updates and more.

Process Management

Utilize templates, perform bulk actions, and set up recurring tasks.

Automation

Automate conditions & actions on standalone tasks & subtasks or in templates.

Productivity Management

Set and track time on each task and view productivity reports for your team. (Requires Time & Billing and Workflow.)

Views & Filters

Drill down on and save desired views of the work happening in your firm.

Mobile Apps

You can view and manage tasks on the go. Your clients can follow a to-do list.

Time & Billing

Time is literally money.

Manage & track them both with Canopy.

Learn More
Time Tracking

Track & manage time entries & budgets to build invoices & valuable reports.

Invoicing

Create & manage one-time/recurring invoices, apply service items, & send reminders.

Reporting

Organize, save, and export valuable insights to make better business decisions.

Payments

Integrate Canopy Payments to process and record client payments in Canopy.

QBO Integration

Build service items, locations, categories & classes in QBO and sync in Canopy.

Client Mobile App

Clients can view & pay invoices or review payment history on a mobile device.

Transcripts & Notices

Get all of the data with none of the hassle.

Be in the know before your client gets snail mail.

Learn More
Secure IRS Login

Set up your credentials, and download transcripts directly into Canopy.

At-a-Glance Transcripts

Years of data summarized into one easy-to-read table.

Version Comparison

Easily identify discrepancies between old and new transcripts.

Automated Transcript Pulling

Set it and forget it. Canopy will make the data request and update the table.

Notice Template Library

There are new notices all the time. Always know what to do with our work templates

Letter Templates

Don't waste time writing letters. Just review and edit our templates instead.

“

“Canopy helps keep our business on track and all our affairs in order daily. Without Canopy, we’d lose money and clients regularly. It increases performance and awareness across the board.”

Tyler S./Executive Assistant

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“[Canopy’s] excellent customer support and ease of use make it a recommended option for businesses looking for a comprehensive accounting solution.”

Abhishek M./Manager

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“Canopy has added a lot of value to our company very quickly. Document storage and sharing is easy as clicking on button. Clients being able to pay online and having the ability to track time and easily add it to an invoice is very important to us.”

Shellsea R./Canopy Customer

“

“Canopy is a great tool for all-in-one tracking of client relations, tasking, workflow, and running a CPA firm.”

Chuck M./Canopy Customer

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“The client portal is what makes this product worth it. Not having to remind and follow up is a life saver.”

William G./Canopy Customer

Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

If you purchase either a Standard or a Pro plan, you can customize the amounts of each module as much as you need for your firm. Client Engagement will come with every user’s license. We recommend you get as many licenses as you have users for the other modules, but sometimes you’ll have employees that won’t be working within certain aspects of the product.

If you purchase our Starter or Essentials plan you will be given access to a complete practice management system for smaller firms. However, you will not be able to mix and match modules as freely as you would with a Standard or Pro plan. With Starter you get access to Canopy’s Client Engagement and Document Management features, while Essentials gives smaller firms a broad span of practice management features. For any questions on what is included within Starter or Essentials, please see the feature list above.

No problem. With a Standard or Pro plan, you can self serve additional licenses of any modules you have already purchased. If you're wanting to add a module you haven't previously had, we encourage you to reach out to your Customer Success Manager who can give you a demo of the product and answer any questions you have before purchasing. If you aren't sure who your CSM is, feel free to contact Customer Support.

With a Starter or Essentials plan, you will need to reach out to your Customer Support to get a quote for the new licenses you would like to add. If you're simply adding a user within the 4 user limit, you can add this user in the platform within Settings.

Nope. A customizable client portal is part of your Client Engagement license. And as far as the apps go, you can download a mobile accessible version of Canopy and your clients can download a mobile accessible version of the Client Portal all for free.

Find them here on the App Store and Google Play Store.

Both packages are for firms with 4 or fewer users. Both packages include Client Engagement (CRM + Engagements) and Document Management. But that's where the similarities end. Essentials also contains Workflow (project management, task automation with Engagements, roles, Capacity Planning dashboard, recurring tasks, etc.) and Time & Billing (multiple ways to track time, customizable service items, customizable bill rates by service and user, customizable invoices, payments throughout the lifecycle of a client, WIP, etc.).

As you look at your firm objectives and goals, work closely with your sales rep to identify what would best fit your needs.

Definitely. Change is hard. Our Freemium license will allow you to upload up to 250 contacts with all of the functionality of Client Engagement. You can then trial the rest of Practice Management (Workflow, Document Management, Time & Billing) for free for 15 days. Your freemium access will continue to remain available, assuming your socks haven't been blown off and you've already purchased Canopy Practice Management.

We have won awards for our support and implementation. You'll get a world class experience to get you up to speed and whenever you call in with issues. In addition to our support team, you'll also have knowledge base articles, in- app guides, and entertaining video tutorials (if you have to watch something, might as well make it fun!).
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