Tailored Pricing for Your Firm.

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Client Management

$

0

/yr
Schedule a Demo
Start free with 20 contacts

Try all our Client Management features.

* Implementation fee of $199

CRM & Client Portal

  • Calendar & Email Sync
  • Bulk Email
  • Client Requests
  • Automated Client Reminders
  • Engagement Letters
  • Letter Templates
  • eSignature
  • KBA $1.25 per credit
  • Client Organizer
  • Custom Branded Client Portal
  • Client Portal Mobile App
  • Practitioner Mobile App

Document Management

  • Folder Templates
  • Unlimited Cloud Storage
  • File Migration
  • Print & Scan to Canopy
  • Secure File Exchange
  • File Versioning (Coming Soon)
  • Merge, Split, Rotate PDFs (Coming Soon)
  • Annotations (Coming Soon)
  • File Editing (Coming Soon)

Time & Billing

  • Invoicing
  • Time Tracking
  • Recurring Invoices
  • Work-In-Progress Billing (Coming Soon)

Payments

  • ACH Payments
  • Credit Card Payments
  • Automated Payments
  • Recurring Payments
  • Payment Method Storage
  • PCI Compliant

ADD ON

Firm Management

Standard Starting at

$

600

/yr

per user

Schedule a Demo

Workflow

  • Tasks
  • Time on Tasks
  • Task Dashboard
  • Task Templates
  • Client Requests Templates

Resource Management

  • Line Item Billing Reports
  • Time Entry & Time Tracking Reports
  • Project Time Budgets

Tax Resolution

Starting at

$

400

/yr

per user

Schedule a Demo

Notices

  • Notices Dashboard
  • Notices Library
  • Step-By-Step Task Lists
  • Automatic Letter Generator
  • Document Editor

Transcripts

  • Fast IRS Transcript Retrieval
  • Easy-To-Read Reports
  • Google Chrome Extension

Penalty Abatement

  • First Time Abatement
  • Trust Fund Recovery
  • Reasonable Cause
  • Forms and Templates

More

  • Liens and Levies
  • Innocent Spouse
  • Smart Eligibility Guides

Collections

Features
Collection Cases $0

*Number of cases per year

Features

  • Client Survey
  • IRS Letter Templates
  • Form Auto-Population
  • Analytics Tool
  • IRS Call Guides

Canopy has Revolutionized My Firm.

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ADDING $10,000 IN MONTHLY RECURRING REVENUE:
JAMES FAUGHTENBERRY
OF THE ATA GROUP

“It helps me prioritize better. It allows me to turn documents around faster. It helps me push more back into my clients’ court instead of me doing everything. Most important, Canopy lets me keep everything in one easy-to-find place. I don’t have to go looking for information or jump back and forth between programs. It just makes me more efficient.
 
Let me give you an example. I’m using the Tasks feature a lot, creating custom services for some of the services I offer most often. I compiled all my research on the process of setting up Corporations, LLCs and such, and set up a workflow that walks me through the steps. That allows me to onboard and set up a holding company and four subsidiaries in a week or less. That means totally set up, in place, registered with the IRS and whatever their state requires.
 
Before, when I was just using text messaging and OneNote, I didn’t even have a good way to track how long a case like that took me. But it definitely took me a lot longer—closer to a month to do that kind of case before Canopy. And honestly, I’m only getting faster as I get more comfortable with this software.”

We Care About Your Security

We are committed to the security of your data. Canopy uses 128-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. An audited SOC2 report is available upon request.

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