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 any time at (855) 616-7305 for a custom quote.

Annual PricingSave 25%
Monthly Pricing

FREE Transcripts

$0 per user
forever

Retrieve IRS Transcripts and reports in as little as 2 minutes.

Start a free account
  • IRS Transcript Retrieval
  • IRS Transcript Reports

Practice Management

$600 per user*
per year

Efficiently manage clients, files, workflow, and more in one collaborative place.

Start a free trial
  • IRS Transcript Retrieval
  • IRS Transcript Reports
  • Unlimited Contact Management
  • Unlimited Document Management
  • Client Portals
  • Federal & State Admin Forms
  • Custom Workflow
  • Client Requests
  • Task Tracking
  • Letter Generator
  • e-Signature
  • Communications (Gmail Integration)
  • Calendar & Dates
  • Billing & Invoicing

Tax Resolution

$1,200 per user*
per year

Everything you need to complete Tax Resolution services in half the time.

Start a free trial
  • IRS Transcript Retrieval
  • IRS Transcript Reports
  • Unlimited Contact Management
  • Unlimited Document Management
  • Client Portals
  • Federal & State Admin Forms
  • Client Intake Survey
  • Collections Analytics
  • State & Federal Collections Forms
  • Penalty Abatement Assistant
  • Innocent Spouse Assistant
  • Trust Fund Recovery Assistant
  • Levies Assistant
  • Liens Assistant

Choose the right plan for your practice

FREE Transcripts Practice Management Tax Resolution
IRS Transcript Retrieval
IRS Transcript Reports
Unlimited Contact Management
Unlimited Document Management
Client Portals
Federal & State Admin Forms
Custom Workflow
Client Requests
Task Tracking
Letter Generator
e-Signature
Communications (Gmail Integration)
Calendar & Dates
Billing & Invoicing
Client Intake Survey
Collections Analytics
State & Federal Collections Forms
Penalty Abatement Assistant
Innocent Spouse Assistant
Trust Fund Recovery Assistant
Levies Assistant
Liens Assistant

Try Canopy free

No credit card required.

See how much time you’ll save using
Canopy with a personalized demo.

This software is fantastic! It has saved me hours of turnaround time. - James Merante, BookSmarts Tax
Seriously, try it. You’ll be amazed at the time and expense you will save. - Ann Cole, Casual Business Solutions
The time we have been able to save with Canopy’s features is priceless. - Don Martin, J.A.G. Tax Solutions

Start your free Canopy Account

Free trial sign up

This software is fantastic! It has saved me hours of turnaround time. - James Merante, BookSmarts Tax
Seriously, try it. You’ll be amazed at the time and expense you will save. - Ann Cole, Casual Business Solutions
The time we have been able to save with Canopy’s features is priceless. - Don Martin, J.A.G. Tax Solutions