Tailored pricing for your practice.

Ready to chat now? Call us at (855) 616-7305 for more information.

How many Clients do you have?

Free

$

0

/yr

No Credit Card Required

  • All Basic Features of
  • • CRM
  • • Document Management
  • • Invoicing & Payments
  • 20 Contacts in Canopy

Basic

$

894

/yr

Billed Yearly

Call Sales Call us (855) 616-7305

  • CRM
  • • Calendar & Email Sync
  • • Automated Client Reminders
  • • Client Portal
  • • Client Organizer
  • • Bulk Email
  • Document Management
  • • eSignature
  • • KBA for $1.25 Per Signature
  • • Secure File Exchange
  • Invoicing & Payments
  • • Credit Card & ACH Payments
  • • Recurring Payments
  • • General Ledger Export
  • • Payments Dashboard
  • • Custom Branded Invoices

Tax Resolution

$ 2,682 /yr

Billed Yearly

Call Sales Call us (855) 616-7305

Notices

  • Notices Dashboard
  • Notices Library
  • Step-By-Step Task Lists
  • Letter Templates
  • Client Portal

Transcript

  • Fast Transcript Retrieval
  • Easy-to-Read Reports
  • Google Chrome Extension

Add Collections

*Number of cases per year

  • Client Survey
  • Client Portal
  • IRS Call Guides
  • IRS Letter Templates
  • Analytics Tool

See how we can 
help your practice.

Submit the form and we will be in touch soon.

bottom-cta-bg@desktop