Pricing | Canopy

Practice Management

Contact Configurator

Basic

canopy basic plan icon

$

894

/yr

Unlimited Users Billed Yearly

Call Sales Call us (855) 616-7305

Configuration

Contacts

200

Seamless Client Interactions

Gather client documents and information effortlessly, and get paid faster.

Client Portal
Mobile app
Document management
Client requests & reminders
Engagement letter + esign
Messaging
Invoicing & payment

Start Free with 20 contacts or see more features

MOST POPULAR

Standard

canopy standard plan icon

$

1,073

/yr

Unlimited Users Billed Yearly

Call Sales Call us (855) 616-7305

Configuration

Contacts

200

Collaborative Project Management

Know who’s working on what, how long it will take, and never miss a deadline.

All Basic features
Project Management
Time Tracking
Recurring Payments
Dashboard & Reporting

Start Free with 20 contacts or see more features

Pro

canopy pro plan icon

Coming Soon Summer 2020

Smart Resource Allocation

See the ROI on your time, and optimize for profitability.

All Basic features
All Standard features
Advanced Reporting
Time Invoicing
Resource Management

Keep me informed with Updates

Tax Resolution

Tax Res Pricing Page Illustration

Tax Res Pricing Page Illustration

$ 1,489

Billed Yearly

Configuration

Users

1

Includes Practice Management
Notices
Transcripts
Collections cases
Engagement letter + esign
Penalty abatement
Scheduling (coming soon)
Invoicing & payment

Start a free trial or see more features

“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