Canopy review

Canopy combines core practice management with a set of paid modules aimed at tax and bookkeeping work. The Standard plan, at $74 per user per month billed annually, covers CRM and client management, document management with eSign, a client portal with secure messaging, automated and recurring workflows, and invoicing with payments. Every plan also includes Canopy Coworker, an AI assistant that comes with monthly AI credits per user. Plus, at $109, adds user roles and access controls, more client intake capacity, capacity planning and custom reporting, while Premium at $149 adds advanced workflows and billing scenarios. The modules are where Canopy differs: tax workflow automation with AI intake and return delivery from $34 per client credit, close automation at $10 per connected client a month, and an IRS resolution tool at $50 per user. That breadth is useful for tax firms, but the totals climb quickly once modules are added to a $74 seat.

Who it is for

Tax-focused firms that want practice management plus optional tax workflow, IRS resolution and close automation modules.

Price

Standard from $74 per user per month billed annually; Plus $109, Premium $149.

$74 user/month billed annually
Quoted from the vendor pricing page on November 9, 2026.

Key features

• CRM and client management with document management and eSign
• Client portal with secure messaging
• Automated and recurring task workflows
• Invoicing and payments
• Canopy Coworker AI included on every plan with monthly AI credits per user

Strengths and weaknesses

• Strength: AI coworker is included in every plan rather than sold as an add-on
• Strength: Optional modules for tax workflow, IRS resolution and month-end close
• Strength: Firms can move between tiers without reimplementing
• Weakness: Highest entry price on this list among per-user plans at $74
• Weakness: Capacity planning and custom reporting require Plus at $109
• Weakness: Tax workflow automation is charged separately from $34 per client credit

Key facts

• Plans: Standard, Plus, Premium, Enterprise
• Annual discount: 20% versus monthly
• IRS resolution module: $50 per user per month, billed annually
• Close automation: $10 per connected client per month

Where it ranks

Canopy is No. 5 in our Best Practice Management Software for Accountants verdict.