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Canopy

South Jordan, UT-based accounting practice management software company founded 2014. Private. Operates in tax and accounting markets. Serves accounting and tax firms with CRM, document management, client portal, workflow, payments, and time & billing tools.

Entry price

$74

Standard · /mo, billed annually

Plans tracked

4 add-ons

Pricing changes

Latest Wk 33 '26

Pricing model

Subscription + usage

No free tier

Pricing Change History

3 changes

20263 changes

Wk 33 '26

Improvement

Canopy: Tax Resolution auto-fill adds state forms

Tax Resolution add-on: auto-fill capability expanded from federal forms only to federal & state forms (still 200+ forms supported).

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Wk 32 '26

Improvement

Canopy: Automated workflows moved from Plus-only to Standard plan

Automated/recurring task workflows moved from a Plus-exclusive feature to included in the Standard plan; Standard's feature bullet was renamed accordingly and the duplicate line was removed from Plus's additional feature list.

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Wk 30 '26

Packaging

Canopy hikes Tax Workflow add-on to $34, ends Close Automation free beta

Two Service Power-Up add-ons got costlier: Tax Workflow Automation rose from $18 to $34 credit/client, and Close Automation ended its free beta, now billed at $10/connected client/month. Tax Workflow Automation power-up rewritten: dropped bullets on AI reading returns and chasing docs, added AI-powered intake, AI Tax Prep integrations, and AI Delivery covering e-signatures, paywall, and KBAs.

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Current Plans

AnnualMonthly

Standard

Plan

$74 /mo, billed annually

Plus

Plan

$109 /mo, billed annually

Premium

Plan

$149 /mo, billed annually

Enterprise

Plan

Contact

Knowledge Based Authentication (KBA)

Add-on

$1.25 per KBA credit

Tax Workflow Automation

Add-on

$34 per client

Close Automation

Add-on

$10 per connected client

Tax Resolution

Add-on

$50 /mo, billed annually

Company Facts

CategoryFinance & Accounting

Free tierNo

Employees101-1000

Tracked since2026-06-25

Pricing last seen2026-09-09

Websitewww.getcanopy.com