About Canopy Tax
Canopy Tax offers an all-in-one practice management suite designed to help accounting firms streamline operations, automate workflows, and enhance client relationships. With AI-driven tools like Canopy Coworker, firms can reduce manual tasks, gain data-backed insights, and improve efficiency. The platform integrates client management, document handling, time tracking, billing, and more into a single, user-friendly system.
Pricing
Full pricing pageStandard
Everything you need to run your firm
- CRM and client management
- Document management and eSign
- Client portal and secure messaging
- Workflow and task tracking
- Invoicing and payments
Plus
Accelerating the automated firm
- All Standard features
- Automated and recurring workflows
- User roles and access controls
- More client intake capacity
- Advanced task views and filters
- Custom reporting
Premium
Built to scale for the autonomous firm
- All Plus features
- Advanced workflows and automation
- Capacity planning and forecasting
- Advanced billing scenarios
- Deep reporting and insights
- Revenue and margin controls
Tax Resolution
When purchased with a plan, Tax Resolution includes Transcripts & Notices and a library of admin forms.
- Volume discounts available
FAQ
Alternatives to consider
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