Pricing That Fits Your Firm

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Practice Management

  • Solo

  • Micro

  • Small

  • Mid-size

  • Large

  • Enterprise

Basic

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$

Seamless Client Interactions

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

  • Client Portal
  • Mobile app
  • Document management
  • Client requests & reminders
  • Engagement letter + esign
  • Messaging
  • Scheduling (coming soon)
  • Invoicing & payment
Start Free with 20 contacts or see more features

Standard

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$

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

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Coming Soon

Tax Season 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
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$ 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
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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

4100 North Chapel Ridge Road, Suite 400
Lehi, UT 84043
855.616.7305