
Tax practice management software for accounting firms
Canopy Tax has 4 plans: paid plans from $888/month and custom pricing for larger teams. We have not recorded a price change.
Canopy Tax plans and prices
Standard
monthly$888/mo
Billed annually
- yearly$888/yr($74/user/month billed annually)
- CRM and client management
- Document management and eSign
- Client portal and secure messaging
- Workflow and task tracking
- Invoicing and payments
Plus
monthly$1,308/mo
Billed annually
- yearly$1,308/yr($109/user/month billed annually)
- All Standard features
- Automated and recurring workflows
- User roles and access controls
- Advanced task views and filters
- Custom reporting
Premium
monthly$1,788/mo
Billed annually
- yearly$1,788/yr($149/user/month billed annually)
- All Plus features
- Advanced workflows and automation
- Capacity planning and forecasting
- Advanced billing scenarios
- Revenue and margin controls
Enterprise
Custom
- All Premium features
- Custom integrations
- Dedicated support
- Custom onboarding
Price history
Last 0 recorded changes
No price changes recorded yet.
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