Canopy Pricing, Plans & Alternatives (2026)

Overview

Canopy, Inc. sells practice management software for accounting firms, with a core platform of CRM, document management and electronic signatures, client portal and secure messaging, recurring task workflows, invoicing and payments^[4]. Higher tiers add user roles, capacity planning and forecasting, custom reporting, advanced workflow automation and advanced billing scenarios; Canopy marks its Premium plan and multi-office entity management as coming soon in November 2026^[4].

Canopy differs from most rivals in its modular add-ons. Tax Workflow Automation is charged per client, Close Automation at US$10 per connected client per month after five included connections, and a Tax Resolution module at US$50 per user per month, which supports firms that represent clients before tax authorities^[4]. Every plan includes Coworker AI with monthly credits and an AI meeting notetaker with 8, 12 or 16 hours per user per month depending on tier^[4].

Canopy’s published entry price is the highest of the accounting products that publish prices, and its trial is arranged through a sales demo rather than self-service sign-up^[4].

Canopy features

CRM, document management and eSign
Client portal and secure messaging
Recurring task workflows
Capacity planning and forecasting (Plus)
Coworker AI and AI meeting notetaker
Tax resolution and close automation add-ons

Canopy pricing

Standard US$74, Plus US$109 and Premium US$149 per user per month, billed annually; Enterprise custom. Add-ons: Tax Workflow Automation from US$34 per client credit, Close Automation US$10 per connected client per month, Tax Resolution US$50 per user per month. Card payments 3.30% + US$0.20; ACH 1% capped at US$10. Trial via sales demo.