Packaging change·Oct 5 → Jan 1, 2026·Q4 2025·Business Operations
Canopy Introduces Client Credit-Based Pricing for Engagements and Smart Intake Add-Ons, Simplifies Tax Resolution Pricing to Annual Billing Only
What changed
Feature added
Capacity Planning added as a highlighted feature in the navigation menu
New add-on
Engagements add-on introduced with client credit-based pricing starting at $6/credit per client (tiered pricing, sold in blocks of 25)
New add-on
Smart Intake add-on introduced with client credit-based pricing starting at $11/credit per client (tiered pricing, sold in blocks of 25)
Add-on change
Tax Resolution pricing simplified: removed monthly billing option ($60/user/month), now only offers annual billing at $50/user/month
Before and after
Oct 5, 2025 vs Jan 1, 2026Pulse.
100%
Change 1 of 4 · feature added
Capacity Planning added as a highlighted feature in the navigation menu
Sign in to view the full comparison
See the before/after screenshots and every marked-up change.
Q3 2025 · Canopy Introduces Collection Cases Add-on at $100, Enhancing Collections Management CapabilitiesCanopy ditches modular billing for all-in-one tiers starting at $74/user/yr · Week 17, 2026
More from Canopy
Full history →- Week 40, 2026·improvedCanopy: Added API access to Platform feature set
- Week 33, 2026·improvedCanopy: Tax Resolution auto-fill now covers state + federal forms
- Week 32, 2026·improvedCanopy: Automated workflows feature moved from Plus-only to Standard plan
- Week 30, 2026·packagingCanopy: Tax Workflow Automation add-on price increased from $18 to $34/credit; Close Automation exited beta and is…
- Week 27, 2026·packagingCanopy swaps Smart Intake for Tax Workflow Automation, up 64%