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.

Practice Management

$999 Per user / Per year

Tax Resolution

$1399 Per user / Per year

NEW

Notices

$899 Per user / Per year

Transcripts

Free Per user / Per year

Annual Cost Paid annually (Multi-user discounts available)

$0 Per user / Per year

All Paid Subscriptions Include

Contact Management
Client Portal
Secure File Transfer

Features

Client Requests
Communications (Email Integration)
Email Automation
Engagement Letter Generator
Workflow Management
Task tracking
Custom Task Templates
Calendar
Document Management
Unlimited Storage
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 + KBA
Custom Branding

“After less than three months of using Canopy, I had streamlined my process to the point that I could add $3,500 in monthly recurring revenue.”

James Faughtenberry

The ATA Group