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%
1-855-616-7305
| Module | Quantity | Subtotal(s) |
|---|---|---|
|
500 clients
|
500 clients |
$21/mo
Free
Contact Sales
|
|
0 users
|
0 users |
$0/mo
Contact Sales
|
|
0 users
|
0 users |
$0/mo
Contact Sales
|
|
0 users
|
0 users |
$0/mo
Contact Sales
|
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 Management: Custom roles
Client Management: Custom reports & formulas
Workflow: Roles for task assignment
Workflow: Custom reports & formulas
Workflow: Pooled work lists by role
Time & Billing: Custom reports & formulas
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.
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.
To help you maintain data while also indicating that a client isn't one you're working with currently, you can mark clients as inactive. Inactive clients will not count toward your client count.
Note: this also means you won't be able to take action on these clients, but only see previous work and documents.
500 clients free. Additional sold in increments of 50.
500 clients
unlimited usersIncrease efficiency in your firm with unlimited document storage, a client portal to easily gather clients' docs, file organization, integrated eSignatures, and more.
Increase efficiency in your firm with unlimited document storage, a client portal to easily gather clients' docs, file organization, integrated eSignatures, and more.
Improve work within your firm with tools to manage your processes, projects, and productivity; use templates and automations to streamline work; and more.
Improve your firm with tools to manage your processes, projects, and productivity. Use templates and automations to streamline work. Includes roles for task assignment, custom reports & formulas, as well as pooled work lists by role.
Empower your firm by recording, managing, and viewing reports on the time you spend on projects, associating that time to invoices, processing payments, and more.
Empower your firm by recording, managing, and viewing reports on the time you spend on projects, associating that time to invoices, processing payments, and more. Includes custom reports and formulas.
Collection case costs are as noted; penalties and spousal relief cases are complementary.
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.
Keep clients engaged and satisfied with systems that help you deliver 5-star experiences.
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One list to rule them all, and all of the views, filters, and information you need.
Branded, secure, multi-functional. Available on the web or as an app.
Send, view, organize, and act on all email communications from within Canopy.
Conversations in every context—email, projects, documents, clients.
Your firm's and clients' data are protected by best in class standards.
Govern users' abilities and ensure a clean space with roles, permissions, and notifications
Stop that and do it better with Canopy.
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Easily upload, store, and manage (unlimited amount) internal and client documents.
Separate internal & client docs, use folder templates, and share with clients.
Preview, edit, collaborate on, annotate, adjust, combine, and work on files.
Manage permissions, share with individuals or teams, and save docs from emails.
Gather eSignatures with a secure link or verify identity with a KBA.
Easily collect and manage files from and with clients on the web or mobile app.
Canopy Workflow helps you focus your time on the right things.
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Create and manage tasks, assign staff, record notes, get updates and more.
Utilize templates, perform bulk actions, and set up recurring tasks.
Automate conditions & actions on standalone tasks & subtasks or in templates.
Set and track time on each task and view productivity reports for your team. (Requires Time & Billing and Workflow.)
Drill down on and save desired views of the work happening in your firm.
You can view and manage tasks on the go. Your clients can follow a to-do list.
Track & manage time entries & budgets to build invoices & valuable reports.
Create & manage one-time/recurring invoices, apply service items, & send reminders.
Organize, save, and export valuable insights to make better business decisions.
Integrate Canopy Payments to process and record client payments in Canopy.
Build service items, locations, categories & classes in QBO and sync in Canopy.
Clients can view & pay invoices or review payment history on a mobile device.
Be in the know before your client gets snail mail.
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Set up your credentials, and download transcripts directly into Canopy.
Years of data summarized into one easy-to-read table.
Easily identify discrepancies between old and new transcripts.
Set it and forget it. Canopy will make the data request and update the table.
There are new notices all the time. Always know what to do with our work templates
Don't waste time writing letters. Just review and edit our templates instead.
