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Practice management and workflow

Canopy

All-in-one practice management with built-in AI tools for accounting firms.

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Overview

US accounting firms running tax prep on Drake, ProConnect, or UltraTax but stitching together separate tools for CRM, documents, billing, and client portal need a single system that covers the rest. Canopy fills that gap: client records, tasks, documents, time, billing, and a client portal in one platform, with built-in AI for checklists, email summaries, and form auto-fill.

Here's what you get out of the box on the Standard plan:

- A CRM for client records, contact history, and engagement notes. - Workflow with templated job sequences for tax prep, bookkeeping close, payroll, and any other recurring service line. - A branded client portal with document exchange and e-signatures. - Time tracking, invoicing, and online payments. - Built-in AI that generates client checklists, summarizes long email threads on demand, and auto-fills forms from existing client data.

Most practice management platforms charge extra or skip the AI layer entirely. Canopy puts it in the base tier, so you do not have to upgrade to use the features that actually save time on routine work.

Plus ($109) adds automated workflow triggers, custom user roles, advanced task views, and custom reporting. Premium ($149) adds capacity planning, advanced billing scenarios, and revenue and margin reporting. Enterprise quotes apply for firms that need custom configuration or stronger security controls.

Canopy works with QuickBooks, Xero, FreshBooks, Gmail, Outlook, Slack, Zapier, Salesforce, Drake Tax, and Intuit ProConnect. Pricing is per user per month, billed annually. A free trial is available. The platform is focused on the US market, so firms outside the United States should look elsewhere.

Key facts

Starting price
$74 per month
Pricing model
Per user
Free trial
Yes
Free tier
No
Deployment
Cloud, Mobile
Geography
US
Founded
2014
Support
Phone, Chat, Email, Knowledge Base
Languages
English
Works with
Quickbooks, Xero, Freshbooks, Gmail, Outlook, Google Sheets, Excel, Slack, Zapier, Salesforce, Mailchimp, Calendly, Ultrattax, Proconnect, Drake Tax
Last checked
2026-08-15

Pros and Cons

Pros

  • US firms running tax-prep software like Drake, ProConnect, or UltraTax that want one platform for everything else.
  • Mid-sized practices that need built-in AI for checklists, email summaries, and form auto-fill.
  • Firms tired of stitching together separate CRM, portal, billing, and time-tracking tools.

Cons

  • Firms outside the US. Canopy targets the US market only.
  • Solo practitioners on the tightest budgets. At $74 to $149 per user per month on an annual contract, the commitment is hard to flex.
  • Practices that need only one or two specific modules. Canopy is sold as a bundle, not à la carte features.

Pricing

TierPriceBillingFeatures
Standard$74Per user/month, billed annuallyCRM, document management, client portal, workflow, invoicing, payments, and core AI features.
Plus$109Per user/month, billed annuallyEverything in Standard plus automated workflows, user roles, advanced task views, and custom reporting.
Premium$149Per user/month, billed annuallyEverything in Plus plus capacity planning, advanced billing scenarios, and revenue and margin reporting.
EnterpriseCustomCustomCustom configuration, dedicated support, and enterprise security controls.
Full Canopy pricing breakdown, with plan-by-plan sources

Compare Canopy head to head

Side by side on pricing, integrations and fit, from the same checked records as this page.

Frequently asked questions

What does Canopy do for a US tax firm?
Canopy combines practice management (workflow, time tracking, billing) with deep US tax compliance integrations: IRS transcripts, IRS notices, e-filing for select forms, and direct connections to common US tax preparation software (UltraTax, ProConnect, Drake). The product fits US tax-heavy firms where managing the back-and-forth with the IRS is a substantial part of staff time. Canopy is less suitable for firms that do mostly bookkeeping or advisory work where IRS interactions are rare.
How much does Canopy cost?
Canopy has modular pricing where you pay for the modules you use (Tax Resolution, Practice Management, Time and Billing, Accounts and Workflow). Starting prices are around 49 USD per user per month for individual modules, with bundled-suite pricing available for firms using three or more modules. Annual contracts get a meaningful discount over monthly. Year-one spend for a 5-person firm using two or three modules typically lands between 4,000 and 9,000 USD across software and onboarding.
How does Canopy compare to TaxDome?
Both target US tax firms. TaxDome is workflow-and-portal heavy with strong client portal and document management, fit for firms whose primary bottleneck is client document collection. Canopy is IRS-and-tax-resolution heavy with strong IRS integration, fit for firms whose primary bottleneck is back-and-forth correspondence with the IRS on resolution work, audit support, and notice handling. For firms doing mostly tax preparation with light tax resolution, TaxDome usually wins. For firms doing substantial tax resolution or US tax notice management, Canopy often wins.
What does Canopy actually integrate with for IRS work?
Direct IRS transcript pulls for client research, IRS notice tracking, e-Services integration where available, integrations with UltraTax CS, ProConnect, Drake, and CCH ProSystem fx for the underlying tax preparation. The transcript pull feature is particularly time-saving for tax-resolution work and is one of the strongest reasons firms with that work pick Canopy over alternatives. Confirm specific IRS integrations during evaluation, since the supported set has expanded over time.
What AI features does Canopy have?
AI summarization of long client email threads, AI-assisted task creation from inbound IRS notices and client documents, automated extraction of key fields from common IRS forms (transcripts, CP notices), and AI-assisted document filing into client folders. The IRS-document handling is the strongest AI use case because the document formats are stable and the volume per client is high during tax season.
Is Canopy a CRM software?
Not on its own, but CRM is included. Canopy's Standard plan bundles a CRM alongside document management, a client portal, workflow, invoicing, and payments, so firms get contact and pipeline tracking as part of the broader practice management platform rather than as a standalone product.
Does Canopy offer a free trial?
Yes. Canopy offers a free trial before committing to an annual contract, which runs from 74 USD per user per month for the Standard plan up to 149 USD per user per month for Premium, with a custom Enterprise tier above that.

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