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Schedule your Canopy Demo.

PRACTICE MANAGEMENT SOFTWARE FOR ACCOUNTING FIRMS

All-in-one practice management
(now with even more all-in-one)

Canopy helps accountants build an autonomous firm.

Canopy Practice Management

CRM
Documents
Workflow
Time & Billing
AI
Reporting
Client portal
Payments
Engagements
Smart Intake

Standard

Everything you need to
run your firm

$74
per user, per year
billed annually

STANDARD PLAN:

  • CRM and client management
  • Document management and eSign
  • Client portal and secure messaging
  • Workflow and task tracking
  • Invoicing and payments
SEE ALL DETAILS
Most popular

Plus

Accelerating the automated firm

$109
per user, per year
billed annually

All standard capabilities +

  • Automated and recurring workflows
  • Custom roles and access controls
  • More client intake capacity
  • Advanced task views and filters
  • Custom reporting 
SEE ALL DETAILS

Premium

Built to scale for the
autonomous firm

$149
per user, per year
billed annually

All plus capabilities +

  • Advanced workflows and automation
  • Capacity planning and forecasting
  • Advanced billing scenarios
  • Deep reporting and insights
  • Revenue and margin controls
SEE ALL DETAILS
FOR LARGE FIRMS

Enterprise

For large (and extra-large) firms

You know better than anyone what your firm needs. We'll work with you to tailor just the right solution.

Customize a plan that allows Canopy to live alongside your other software. Unless you are a 200 person firm this might not be for you.

Get custom quote
monthly billing
annual billing saves you 20%

Canopy Practice
Management

ADDITIONAL PRODUCTS

Transcripts & Notices

Secure, seamless, and designed for the way accountants actually work.

Buy as a standalone or combine with a plan.

$50
per user/month
(annual contract)

Tax Resolution

If bought with a plan, Tax Resolution includes Transcripts & Notices and a library of admin forms.

Volume discounts are available.

$50
per user/month
(annual contract)

Standard

$125 per user/per year

Plus

$175 per user/per year

Premium

$275 per user/per year
Practitioner mobile app
i
Manage tasks and client work on the go.
Firm Messaging & Mentions
i
Tag teammates to share updates and reduce email back-and-forth.
Role-based Access Control
i
Ensure the right people see the right information with firm-wide permission controls.
Questionnaires & Organizers
i
Build customizable, survey-like forms to gather client data for any workflow
Document Checklist
i
Provide clients with clear lists of required files.
Global Inbox
i
Sync any email provider so all client emails flow into Canopy.
Connected emails & calendars
Multi-factor authentication
i
Strengthen security by requiring a second step (email, text, or authenticator app) when users log in.
Document Renaming
Realization & utilization analysis
i
See realization rates by staff or client (time entered vs. time billed).
Group Billing
Generate & send invoices
Recurring billing & bulk create invoices
Customizable Folder Permissions
-
Smart eSignature Fields
i
AI detects and populates signature, date, and text fields automatically.
-
Virtual Drive
i
Access Canopy documents directly from your computer’s file explorer.
-
Multiple E-sign templates
-
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users-love-us (3)
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G2

4.6 stars on G2.com

“Canopy better serves our needs, has more efficiencies, and is better cost savings when we take it in and aggregate to all of our previous tools.”

Sean Duncan / Founder, SMD Consulting & Accounting

Frequently Asked Questions

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

What is the best Canopy Plan for me?

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

Can I try Canopy for free before committing?

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.

Do I have to pay extra for Canopy's client portal or apps?

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.

What type of support does Canopy provide?

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!).

What are client credits?

Client Credits are a simple, consumption-based way to pay for Engagements and Smart Intake. Each credit gives you unlimited use of that feature set for one client for the duration of your subscription. You can start with free credits and purchase more anytime.

How do client credits get used?

A credit is applied the first time you use Engagements or Smart Intake for a client—such as sending an engagement, generating an AI questionnaire, creating a checklist, or enabling Respond with AI. After that, you can continue using those features for that client at no additional cost.

What if I already have an Engagements license?

If you’re on a Client Engagement license, you receive unlimited Engagement Client Credits through the 2026 tax season, with no workflow interruptions.

Can I roll over unused credits? Or how do I know if I'm running low on credits?

No. Credits don’t roll over, but you can track usage in real time and purchase only what you need, when you need it. Your credit balance appears in Account Management and at send time, with clear prompts to purchase more whenever you need them.