Canopy helps accountants build an autonomous firm.

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.

The primary difference between tiers is the depth and power of the available features. While the core tools remain consistent, higher tiers of the Canopy practice management software unlock advanced automation, deeper firm insights, and more complex coordination capabilities.

Start with where your firm is today. If you’re getting organized, Standard is a good fit. If you’re scaling operations, Plus or Premium will give you more automation and control. Most firms move up to the next tier of Canopy’s practice management system as they grow.

Yes, with Canopy’s practice management platform you can move between tiers as your needs evolve, without switching systems or reimplementing anything.

Absolutely. You can explore the full Canopy practice management platform to see how it works across your firm before making a final decision.

Your trial includes access to core tools such as client management, workflows, document management, billing, and the AI coworker, so you can experience how all-in-one practice management works together in one system compared to separate tools. Schedule a demo and talk with a sales representative to set up a trial.

Each of Canopy’s practice management pricing plans includes baseline access to capabilities like Smart Intake, workflows, and tax resolution. Add-ons are there if you need to scale usage or handle more complex workloads, not something you’re forced to buy upfront.

Client Credits are a simple, consumption-based way to pay for Engagements and Smart Intake within Canopy’s practice management software. 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 directly through your Canopy account.

With Canopy’s practice management platform, 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.

While some companies charge credits per action, like sending an engagement letter or that letter being accepted by the client, Canopy’s pricing model uses credits per client. That difference means you will only use a credit one time per client no matter how many actions you take with that client.

AI infrastructure requires significant resources, and usage can vary greatly between different accounting firms. Instead of increasing prices for everyone, Canopy’s practice management software includes a baseline of AI features and allows you to scale costs based on your actual automation needs.

You can monitor your firm’s usage directly in the Canopy platform. Most firms start with their included credits and then expand their available balance as they see the time-saving impact of the AI tools.

We have won awards for our support and implementation! With Canopy’s practice management software, you’ll have access to world class support and implementation teams. You can chat in, call in to speak directly with a support team member, or send an email to our team.

In addition to our support teams, you’ll also have access to self-guided resources like our knowledge base articles, in-app guides, video tutorials, and Canopy University.