Pricing | Canopy

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

Create Account

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

Get a Demo

MOST POPULAR

Standard

$

1,073

/yr

Billed Yearly

Call Sales Call us (855) 616-7305

CRM
• All Basic Features
Document Management
• All Basic Features
Invoicing & Payments
• All Basic Features
Workflow
• Projects Dashboard
• Task Templates
• Status Tracking
• Assign Tasks
Time & Billing
• Time Tracking
• Billing Dashboard
• Time & Billing Reports
• Engagement Profitability

Get a Demo

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

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See how we can  help your practice.

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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.