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

Tax Prep Select states available

$1,500 Starting at / Per year

Practice Management

$816 Starting at / Per year

Tax Resolution

$1,164 Starting at / Per year

ACCOUNT ADD-ON

Notices

$500 Starting at / Per year

ACCOUNT ADD-ON

Transcripts

$300 Starting at / Per year

Annual Cost Paid annually (Multi-user discounts available)

$0 Starting at / Per year

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

“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