Verifiedlast checked 21 Oct 2026 · re-checked every 3 days

Canopy

Cloud practice management platform for accounting and tax firms with AI-powered workflow automation, document management, CRM, billing, and IRS integration

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Pricing (as verified): $74/user/month (Standard); $109/user/month (Plus); $149/user/month (Premium, coming soon)
Free plan / trial: No free plan · trial: yes
Works in: United States
Best for: Solo, Small teams, Larger teams and companies
Does: Paperwork, contracts and documents, Tax preparation, Invoices, expenses and bookkeeping · AI-assisted: a conventional product with real AI features
Connects with: IRS, QuickBooks, tax preparation software, accounting software
Company: 2014
Billing and payment: Bills in USD and CAD (converted to USD); accepts Visa, Mastercard, Amex via Canopy Payments (2.75% + $0.30 per transaction for cards, $2 for ACH); ACH limited to US bank accounts only

Worth knowing: Recent pricing changes eliminated the free tier; add-ons for advanced tax features (Tax Workflow Automation, Tax Resolution, Close Automation) are billed separately on consumption/per-user basis. Some reviews note pricing complexity and occasional client portal reliability issues during peak tax sea

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