CANOPY PRICING
A la carte pricing built for flexibility
Canopy tax practice management
Practice Management
Canopy’s client and task management is intuitive and tailored for the workflow of accountants and tax professionals.
$50
per month per user
or $420 paid annually
Manage clients from anywhere
Track important deadlines
Securely exchange files and data
Invite clients to unique portals
Collaborate with users in your practice
Canopy tax resolution software
Tax Resolution
Faster and more accurate services like OIC, Penalty Abatement, Installment Agreements, & more. Save 5-10 hours on average per case.
$150
per month per user
or $1380 paid annually
**includes Practice Management**
Retrieve IRS transcripts & reports
Gather data with online surveys
Auto-populate IRS forms
Streamline IRS collections
Compare outcomes using analytics
Canopy tax invoicing
Billing & Invoicing
(optional add-on)
Create and send professional invoices within Canopy, then allow clients to pay quickly and conveniently online.
+$15
per month per user
or +$180 paid annually
Get paid quickly and easily
Email invoices to your client
Save common line items
Receive payments online
See past-due accounts at a glance
Canopy tax practice management
Practice Management
Canopy’s client and task management is intuitive and tailored for the workflow of accountants and tax professionals.
$50
per month per user
or $420 paid annually
Canopy tax resolution software
Tax Resolution
Faster and more accurate tax resolution means tons of saved time and money for your practice.
$150
per month per user
or $1380 paid annually
**includes Practice Management**
Canopy tax invoicing
Billing & Invoicing
(optional add-on)
Create and send professional invoices within Canopy, then allow clients to pay quickly and conveniently online.
+$15
per month per user
or +$180 paid annually
No need to choose a plan now. Start your full-featured free trial today. No credit card required.

How does the free trial work?

You’ll have full access to everything Canopy offers. You can add your clients, use tax resolution features for your cases, send invoices, and more. No credit card is required until you decide to upgrade.

Will I be able to add more users after my initial purchase?

You can always add more users as your firm grows, or as you find more and more use in Canopy. You can choose different types of plans for each user to fit your practice’s unique needs.

Will I need to download the software onto my computer?

You don’t have to download anything to use Canopy.  Wherever you have a computer with internet access, sign in to Canopy and enjoy full access to all of your clients and cases. Enjoy the benefits of a secure, reliable cloud based software.

How do I upgrade to a paid account during my free trial?

When logged into your Canopy account, you will see a green bar across the top of the screen, which features an “Upgrade Now” button. Simply click that button and follow the prompts to upgrade.

Unsure if Canopy is worth the investment?