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Canopy
Modular practice management suite for accounting and tax firms covering CRM, client portal, documents, workflow, time and billing with built-in AI.
| What the AI does | Canopy Coworker (beta) plans, executes and monitors work across the firm within your permissions; Canopy AI drafts emails and reports; AI Notetaker summarizes meetings; Smart Intake classifies and renames uploads; Close Automation AI scans client ledgers |
|---|---|
| Who it serves | Small CPA firms, Bookkeeping practices, Tax offices, CAS practices |
| Starting price | $74/user/mo (annual billing) |
| Pricing model | Per user/month |
| Free trial | Yes |
| Best fit | Small firm, Mid-size firm |
| Category | Practice Management & Workflow with AI |
| Also fits | Client Communication, Portals & AI Receptionists |
| Works with | UltraTax, Drake |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Canopy is listed as a fit for small and mid-size firms, and the vendor names small CPA firms, bookkeeping practices, tax offices and CAS practices on its own site. The job it gets hired for: running clients, work, deadlines and billing in one place, with AI built into the workflow. It also fits the Client Communication, Portals & AI Receptionists category.
What it costs
Canopy starts at $74/user/mo (annual billing), per user/month. There is a free trial.
Good to know
Canopy is modular practice management for accounting and tax firms — CRM, client portal, documents, workflow, time and billing — and you buy the pieces you need. The current price list on getcanopy.com/pricing is Standard $74/user/mo and Plus $109 on annual billing (Premium $149 marked coming soon), with power-ups such as Tax Workflow Automation from $34 per client, Close Automation at $10 per connected client (first five included) and Tax Resolution at $50/user/mo. Canopy AI drafts emails and reports, the AI Notetaker summarizes meetings, Smart Intake classifies and renames client uploads, and Canopy Coworker — in beta — plans, executes and monitors work across the firm within your permissions. Canopy states a SOC 2 Type II framework and a direct IRS transcript integration.
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