Canopy

4.5

Try for free

Canopy Pricing & Plans (2024 Guide)

Q: What pricing plans does Canopy offer?

Canopy offers several pricing plans tailored to different business needs, ranging from basic to advanced features. Each plan is designed to cater to specific requirements, ensuring that you only pay for the features you need. It's best to visit their official website for the most up-to-date pricing information.

Q: Is there a free trial available for Canopy?

Yes, Canopy offers a free trial that allows you to explore its features and determine if it's the right fit for your business. This trial period is a great opportunity to test the software's capabilities and see how it can benefit your practice before committing to a paid plan.

Q: How does Canopy's pricing compare to competitors?

Canopy's pricing is competitive, offering a range of features that provide excellent value for money. Compared to other tax practice management software, Canopy stands out for its comprehensive features and user-friendly interface. It's important to compare the specific features and benefits of each tool to determine the best fit for your needs.

Q: Are there any discounts available for Canopy?

Canopy occasionally offers discounts and promotions, especially for new users or during special events. It's advisable to check their website or contact their sales team for any current offers. Additionally, subscribing to their newsletter might provide updates on upcoming discounts and promotions.

Q: What payment methods does Canopy accept?

Canopy accepts various payment methods, including major credit cards and electronic bank transfers. This flexibility ensures that you can choose the payment method that best suits your business needs. For more detailed information, it's recommended to contact their customer support or visit their website.

Q: Can I upgrade or downgrade my Canopy plan?

Yes, Canopy allows you to upgrade or downgrade your plan based on your changing business needs. This flexibility ensures that you can adjust your subscription to match your current requirements without any hassle. It's best to contact their support team for assistance with plan changes.

Q: Does Canopy offer any training or support?

Canopy provides comprehensive training and support to help you get the most out of their software. They offer various resources, including tutorials, webinars, and a dedicated support team, to ensure you have all the assistance you need. This support is invaluable in helping you maximize the benefits of Canopy's features.

Q: Is Canopy suitable for large firms?

Canopy is designed to cater to firms of all sizes, including large firms. Its scalable features and robust functionality make it a suitable choice for larger practices looking to streamline their operations and improve client management. It's advisable to explore their advanced plans to find the best fit for your firm's needs.

Q: How secure is Canopy for storing client data?

Canopy prioritizes security, implementing robust measures to protect client data. Their software includes features like encryption, secure file sharing, and regular security updates to ensure your data is safe. This focus on security provides peace of mind, knowing that your sensitive information is well-protected.

Q: What is the cancellation policy for Canopy?

Canopy offers a flexible cancellation policy, allowing you to cancel your subscription if it no longer meets your needs. It's important to review their terms and conditions or contact their support team for specific details regarding the cancellation process and any potential fees involved.

Author

Martin Lunendonk

Last Update

Nov 19, 2024

Affiliate Disclaimer

We earn a commission from partner links on Keevee. Commissions do not affect our editor's opinions or evaluations.

4.5

Excellent Value For Price

Canopy

Canopy offers a robust suite of tax management tools that enhance efficiency and client communication. Its user-friendly interface and comprehensive features make it a valuable asset for tax professionals seeking to streamline their operations.

Comprehensive tax management features.
User-friendly interface and navigation.
Excellent client communication tools.
Limited third-party integrations.
Higher cost for smaller firms.

Free plan?

Yes

Starting price

$22 per user/per month

Try for free

Canopy Review

What is Canopy?

Canopy is a comprehensive tax practice management software designed to streamline workflows, enhance client communication, and simplify document management. Its pricing reflects the value of integrated tools that boost efficiency and productivity for tax professionals. With flexible plans, Canopy ensures that firms of all sizes can access essential features without overpaying.

How Much Does Canopy Cost?

Canopy offers a variety of pricing plans to cater to different needs, from small practices to large firms. Below is a detailed breakdown of Canopy’s plans, highlighting their key features for various business requirements.

Canopy Pricing Plans

STARTER

For Small Businesses

$45

per user/per month

Try For Free

STARTER includes:

Track work from proposal to re-engagement seamlessly.
Integrate email for streamlined communication.
Collaborate with teammates using a secure client portal.
Collect eSignatures and store client files securely.

ESSENTIALS

For Small Businesses

$66

per user/per month

Try For Free

Includes STARTER, plus:

Collect payments and maintain revenue integrity.
Monitor firm data with pre-built dashboards.
Track time and manage invoices effectively.
Collaborate on emails, tasks, and files with teammates.

STANDARD

For Small Businesses

$150

per month

Request Pricing

STANDARD includes:

Connected email and notify team with @mentions.
CRM with engagements and proposals with eSignature.
Custom branding and roles for enhanced control.
Custom reports and formulas for detailed insights.

PRO

For Growing Firms

$150

per month

Request Pricing

Includes STANDARD, plus:

Roles for task assignment and custom reports.
Profitability report and custom formulas for insights.
Enhanced document management with retention policies.
Time tracking with invoicing and payment collection.

Add-ons

Tax Resolution

$50

per user, per month

Collection Cases

$100

per collections case

KBA ESignature

$1.25

per KBA credit

Transcripts & Notices

$50

per user, per month

Canopy Pricing Plans in Detail

STARTER

The STARTER plan is designed to help small businesses manage client intake and document management efficiently. It includes features like proposal tracking, email integration, and secure client portal collaboration. This plan is ideal for firms looking to streamline their client management processes and enhance communication with clients through eSignatures and secure file storage.

ESSENTIALS

The ESSENTIALS plan offers a complete practice management solution for small businesses. It builds on the STARTER plan by adding features like centralized client interactions via a mobile app, payment collection, and revenue integrity maintenance. With pre-built dashboards and time tracking capabilities, this plan helps firms manage invoices and collaborate effectively on emails, tasks, and files.

STANDARD

The STANDARD plan provides a comprehensive client engagement platform with unlimited users. It includes a client portal, mobile app, connected email, and CRM with engagements and proposals. Custom branding, roles, and reports offer enhanced control and insights. This plan is perfect for small businesses seeking a robust client management solution with advanced features.

PRO

The PRO plan is tailored for growing firms, offering advanced workflow capabilities with custom statuses, work queues, and task assignment roles. It includes profitability reports, custom formulas, and enhanced document management with retention policies. Time tracking, invoicing, and payment collection features make this plan ideal for firms looking to optimize their operations and gain detailed insights.

Top Canopy Features

Client Management

Managing clients efficiently is crucial, and Canopy excels in this area. I found the client management feature to be incredibly intuitive, allowing you to keep all client information organized and easily accessible. This feature benefits you by reducing the time spent searching for client details and improving communication. With everything in one place, you can focus more on providing excellent service rather than administrative tasks.

Document Management

Document management can be a hassle, but with Canopy, it's a breeze. I loved how easy it was to upload, organize, and share documents securely. This feature benefits you by ensuring that all your important files are stored safely and can be accessed anytime, anywhere. It eliminates the need for physical storage and reduces the risk of losing important documents.

Task Automation

Automating tasks is a game-changer, and Canopy does it well. I appreciated how it allowed me to automate repetitive tasks, freeing up time for more important work. This feature benefits you by increasing efficiency and reducing the chance of human error. By automating routine tasks, you can focus on strategic activities that drive your business forward.

Client Portal

The client portal feature is a standout, providing a secure space for clients to access their information. I found it incredibly useful for enhancing client communication and satisfaction. This feature benefits you by offering clients a convenient way to view their documents and communicate with you, improving their overall experience and trust in your services.

Who Is Canopy Best For?

Canopy is perfect for small to medium-sized tax firms seeking to streamline their client management and document organization. With features like secure file sharing, task automation, and client portals, it enhances productivity and client satisfaction, making it an ideal choice for firms looking to improve their operational efficiency.

Best for tax professionals.
Canopy is ideal for tax professionals who need a comprehensive solution to manage client interactions, document storage, and task automation. Its intuitive interface and robust features make it a top choice for those looking to enhance their practice management.
Great for small to mid-sized firms.
Canopy is perfect for small to mid-sized tax firms that require efficient client management and streamlined workflows. Its features, such as secure file sharing and client portals, help firms maintain organization and improve client satisfaction.
Ideal for firms needing automation.
Canopy excels in automating repetitive tasks, making it ideal for firms looking to save time and reduce manual errors. Its task automation features help streamline operations, allowing tax professionals to focus on more strategic activities.

Frequently Asked Questions

What pricing plans does Canopy offer?

Is there a free trial available for Canopy?

How does Canopy's pricing compare to competitors?

Are there any discounts available for Canopy?

What payment methods does Canopy accept?

Can I upgrade or downgrade my Canopy plan?

Does Canopy offer any training or support?

Is Canopy suitable for large firms?

How secure is Canopy for storing client data?

What is the cancellation policy for Canopy?

Author

Martin Lunendonk

Martin Lunendonk is a senior tech writer specializing in website builders, web hosting, and ecommerce platforms. With a background in finance, accounting, and philosophy, he has founded multiple tech startups and worked in medium to large tech companies and investment banking, bringing deep expertise and reliable insights to his software reviews.

About UsContact