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Canopy
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PRACTICE MANAGEMENT SOFTWARE FOR ACCOUNTING FIRMS

Canopy helps accountants build an autonomous firm.

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

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AI-Powered Practice Management from Canopy

Client Portal
Engagements
AI Notetaker
CRM
Documents
Workflow
Time & Billing
Payments
Reporting

Standard

Everything you need to run your firm

$74

user/month

billed annually

STANDARD PLAN:

  • • CRM and client management
  • • Document management and eSign
  • • Client portal and secure messaging
  • • Workflow and task tracking
  • • Invoicing and payments
Most Popular

Plus

Accelerating the automated firm

$109

user/month

billed annually

ALL STANDARD FEATURES +

  • • Automated and recurring workflows
  • • User roles and access controls
  • • More client intake capacity
  • • Advanced task views and filters
  • • Custom reporting
COMING SOON

Premium

Built to scale for the autonomous firm

$149

user/month

billed annually

ALL PLUS FEATURES +

  • • Advanced workflows and automation
  • • Capacity planning and forecasting
  • • Advanced billing scenarios
  • • Deep reporting and insights
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.

monthly billing annual billing saves you 20%

Canopy Practice Management

Pricing Image
THIS WAY TO AN AUTONOMOUS FIRM

Meet Canopy Coworker:
Our Everywhere AI

Coworker doesn't just suggest—it can do the work (with your permissions). It plans, executes, and monitors across your firm, all inside Canopy's secure walls.

Beta

Control

You set the guardrails. Coworker earns autonomy only as you allow.

Security

A fortress for your firm with deep permissioning controls.

Engine

Ditch the administrative drag. Canopy Coworker is the execution engine for your firm.

Recommendations

Coworker learns your firm and surfaces the smartest next move—ready to act on.

Service Power-Ups

These power-ups enable firms to level-up their service offering while keeping all their data securely within Canopy. No more app-hopping required!

Tax Workflow Automation

AI-powered tax workflows, from first request to paid.

  • • AI reads returns, fills in the details
  • • Track every return in real time
  • • Get paid before returns go out
  • • Stop chasing docs and signatures
  • • One portal, one login–all in Canopy

Volume discounts available

$18

credit/client

(tiered pricing as low as)

Close Automation

AI-powered month-end close, built into Canopy.

  • • AI scans the ledger for issues
  • • Track close status in real time
  • • See book health across all clients
  • • Catch issues before month-end
  • • Build advisory-ready reports fast

Beta

(no cost while in beta)

Tax Resolution

IRS transcript pulling, notice tracking, and form automation, all faster than ever.

  • • 20 years of transcripts, quick and easy
  • • Step-by-step fixes for IRS notices
  • • Auto-fill complex federal forms (200+ supported)
  • • Manage every case in one place
  • • Monitor and resolve at-risk IRS accounts

Volume discounts available

$50

user/month

(annual contract)

Standard
$74 user/month
Plus
$109 user/month
Premium
$149 user/month
Practitioner Mobile App Manage tasks and client work on the go.
Dedicated Client Mobile App Clients can upload docs and communicate from any device.
Firm Messaging & Mentions Tag teammates to share updates and reduce email back-and-forth.
Role-based Access Control Clients can book meetings directly with your team.
Questionnaires & Organizers Build customizable, survey-like forms to gather client data for any workflow
Document Checklist Provide clients with clear lists of required files.
Connected emails & calendars View firm deadlines and sync with Google/Microsoft calendars.
Multi-factor authentication Strengthen security by requiring a second step (email, text, or authenticator app) when users log in. (firms and clients)
Realization & utilization analysis See realization rates by staff or client (time entered vs. time billed).
Group Billing Combine multiple clients or entities into one invoice.
Generate & send invoices Create and send invoices directly to clients.
Recurring billing & bulk create invoices Generate multiple invoices in batches & Automate recurring billing.
Customizable Folder Permissions Control access with customizable folder-level permissions.
Smart eSignature Fields Beta AI detects and populates signature, date, and text fields automatically.
Virtual Drive Access Canopy documents directly from your computer’s file explorer.
Multiple E-sign templates Save reusable signature templates for faster document prep.
Document Management
Task & Project Management Assign tasks and subtasks to clients or team members, set due dates, track status, and collaborate with notes, messages, and email-to-task.
Task Automations Automate task dates, notifications, status and assignee changes
Recurring task logic & scheduler
Time Tracking Track time with timers, manual entries, and mobile time entry.
Time Budgets Set and monitor time budgets to control scope and prevent overruns.
Work in progress (WIP) Track unbilled time and expenses to ensure nothing is missed.
Notifications & Reminders Stay on top of work with real-time alerts and task reminders for upcoming deadlines.
Role-Based Assignments Assign tasks and subtasks to roles (e.g., Preparer, Reviewer) so the right team member can pick up the work.
Smart Tax Prep Beta Automates tax return preparation with AI-powered document extraction and mapping, powered by Filed
Custom roles Define user roles (e.g., preparer, reviewer, admin) with tailored permissions
Teams Group staff into teams for assignments, workload visibility, and reporting.
Kanban Board View Visualize work in a drag-and-drop board layout.
Bulk Assignments Assign clients, tasks, or owners in bulk.
Client Record Templates Pre-configured record layouts for consistency.
Advanced Checklists Add detailed subtask checklists for more granular tracking.
Dollar Budgets Track dollar budgets against tasks and projects.
Capacity Planning See team workload and availability so you can balance assignments and avoid bottlenecks.
Timesheets
Time Approval Workflows Manager approvals for timesheets and entries; approve directly from mobile & mobile
Retainer Billing Create and manage retainers, track usage against budgets, and alert on overages.
AI Document Renaming Set global naming conventions and rename documents uploaded into Canopy using AI.
Smart Client Intake and Questionnaire Generate intake forms and document lists in seconds. *Trial Credits. More can be added to meet the firms needs.
5 credits*
5 credits*
5 credits*
Knowledge Based Authentication (KBA) Verify client identity before they can access and sign documents. Add on as many as your firm needs. Volume discounts and tiered pricing apply.
$1.25 per KBA credit
$1.25 per KBA credit
$1.25 per KBA credit
CRM A centralized system to manage all your client relationships, cases, and records in one place.
Admin Time Audits & Overrides Manager tools to audit, adjust, and fix missed or inaccurate time.
Basic Pre-Built Reports & Dashboards Access standard dashboards and reports to monitor firm performance out of the box.
Write-Up/Write-Down Controls Adjust time and expenses at billing to protect margins.
Single Sign-On (SSO) Beta Firm staff access Canopy through one secure company login through Google and Microsoft social login supported.
Bulk Assignments Assign clients, tasks, or owners in bulk.
Report Sharing & Scheduling Download, export, schedule, and share reports and dashboards across your team.
Customizable Reports & Dashboards Build tailored reports and dashboards with filters, drill downs, custom formulas, and visualizations to fit your firm’s needs.
Single Sign-On: SAML & Advanced Config COMING SOON Access Canopy through one secure company login with advanced configuration and SAML support.
Client portal Secure portal customized with your firm’s branding.
Custom domain Use your own domain for the client portal.
Unified Inbox View all client communications in one global inbox.
Automated reminders & connected email Automatically nudge clients to complete requests or upload documents.
Client requests Request information and documents directly from clients.
Secure Client Messaging Beta Message clients directly in the client portal, with encryption for added security.
AI Meeting Notetaker Beta Turn client conversations into actionable intelligence—automatically synced to Canopy CRM. *Hours per user/per month.
8 hrs*
12 hrs*
16 hrs*
Custom Portal Permissions Control who sees what in the client portal.
Standard Cards
3.30% + $0.20
3.30% + $0.20
3.30% + $0.20
Premium Cards
3.30% + $0.20
3.30% + $0.20
3.30% + $0.20
ACH Payments
1% (cap $10)
1% (cap $10)
1% (cap $10)
Multi-Office & Entity Management Manage multiple firms, offices, or entities under one parent account, each with unique branding, settings, and billing details.
Role-Based Permissions Control access by office, entity, or role so staff only see what’s relevant.
Shared Resources & Parent Controls Allocate staff, workflows, and resources across entities while maintaining firm-wide oversight at the parent level.
Consolidated Dashboards & Reporting Get firm-wide visibility with roll-up reports across offices, entities, and currencies to track performance, utilization, and profitability.
Multi-Currency & Regional Compliance Bill and report in local currencies and apply regional labor, tax, and compliance rules for global operations.
Branded Proposal & Letter Templates with E-Signature Send professional proposals and engagement letters with secure e-signatures.
Engagement Builder Build polished proposals with services from your price book, tailored terms, and required signatures.
Automated Billing Set up recurring or one-time billing, collect & store payment methods, and give clients a seamless experience.
Automated Tasks & Invoices Auto-generate tasks and invoices when engagements are signed or completed to reduce manual work.
Engagement Templates Save and reuse proposals to reduce setup time and ensure consistent client experiences.
Bulk Send & Edit Create, update, and send multiple engagements at once for efficiency during busy seasons.
Custom Branding Attach supporting PDFs, embed videos, and send branded client emails for a more polished proposal experience.
Advanced Billing Options (packages) Support packages, add-ons, upsells, retainers, and progress billing for more revenue flexibility.
Auto Renewals Coming Soon Automatically renew engagements with optional price increases to grow revenue with less admin.
Advanced E-Signature Coming Soon Attach supporting documents and set role-based signatories (sign-only, pay-only, view-only).

“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.

Yes, Canopy is an all-in-one accounting practice management solution. Every Canopy plan includes the complete Canopy practice management software suite, including CRM, workflow, document management, billing, client portal, payments, and core AI capabilities. This ensures your firm is never locked out of essential features based on your selected plan.