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.

$999 Per user / Per year
$1299 Per user / Per year
NEW
$799 Per user / Per year
Free Per user / Per year
Annual Cost Paid Annually
$0 Per user / Per year Start for free

All Paid Subscriptions Include

  • Contact Management
  • Client Portal
  • Secure File Transfer

Features

  • Client Requests
  • Communications (Email Integration)
  • Email Automation
  • Letter Generation
  • e-Signature
  • 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
  • Custom Branding
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“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