Start free, decide later.

You won't need to choose which features are the best fit—or break out the credit card—until after you've tried it all. Call us anytime at 855.616.7305 for a custom quote.

NEW
$1,500 Starting at / Per year
$816 Starting at / Per year
$1,164 Starting at / Per year
ACCOUNT ADD-ON
$500 Starting at / Per year
ACCOUNT ADD-ON
$300 Starting at / Per year
Annual Cost Paid annually (Multi-user discounts available)
$0 Starting at / Per year Start for free

All Paid Subscriptions Include

  • Client Portal
  • Custom Branding
  • Contact Management
  • Secure File Transfer

Features

  • Unlimited Individual and Business Returns
  • Form 1040, 1065, 1120, 1120S, and 1041
  • Client Requests
  • Email Integration
  • eSign
  • Engagement Letter Generator
  • Workflow Management
  • Task tracking
  • Custom Task Templates
  • Calendar
  • Document Management
  • Unlimited Storage
  • IOS and Android Mobile App
  • Time Tracking
  • Invoicing & Payments
  • Client Intake Survey
  • Tax Resolution Analytics
  • Collections Analytics
  • Auto-populated Forms
  • State and Federal Forms Penalty
  • Abatement Assistant
  • Innocent Spouse Assist
  • Levies Assistant
  • Liens Assistant
  • Resolution Letter Templates
  • Notice Library
  • Resolution Templates
  • Management Dashboard
  • Status Tracking
  • Response Letter Template
  • Transcripts Retrieval
  • Transcripts Analytics & Reports
  • CSED Calculations

Additional Add-ons

  • eSign with KBA
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“After less than three months of using Canopy, I had streamlined my process to the point that I could add $10,000 in monthly recurring revenue.”
James Faughtenberry
The ATA Group