Pricing That Fits Your Firm

Ready to chat now? Call us at (855) 616-7305

Practice Management
  • Solo

  • Micro

  • Small

  • Mid-size

  • Large

  • Enterprise

Basic

Pricing-Page-Basic-Plan-Image-1000px__c
$

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

Pro

Pricing-Page-Pro-Plan-1000px__c
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
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
wsj
forbes
fortune
accounting today
practice advisor
“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