Canopy review

Canopy combines a solid practice management core with add-ons that tax firms value. The Standard plan includes the CRM, document management and eSign, a client portal with secure messaging, automated and recurring task workflows, invoicing and payments, and the Canopy Coworker AI assistant. Plus, at $109 per user a month billed annually, adds user roles and access controls, more client intake capacity, advanced task views, capacity planning and custom reporting. Its add-ons are the real differentiator. Tax resolution pulls 20 years of IRS transcripts, gives step-by-step fixes for IRS notices and auto-fills more than 200 federal and state forms, which suits firms that represent clients before the IRS. Tax workflow automation handles AI intake, return delivery with e-signatures, paywalls and KBAs, and close automation scans client ledgers before month-end. The cost of all this adds up quickly: the entry price is $74 per user, and each add-on is billed separately.

Who it is for

Tax and accounting firms that want modular practice management with tax resolution and tax workflow add-ons.

Price

Standard from $74 per user per month billed annually; Plus from $109; annual billing saves 20%.

Standard Everything you need to run your firm $74 user/month billed annually
Quoted from the vendor pricing page on November 6, 2026.

Key features

• CRM and client management, document management and eSign
• Client portal and secure messaging
• Automated and recurring task workflows
• Invoicing and payments
• Canopy Coworker AI assistant across the platform

Strengths and weaknesses

• Strength: Tax resolution add-on pulls 20 years of IRS transcripts and auto-fills 200+ forms
• Strength: Tax workflow add-on handles AI intake and return delivery with KBAs
• Strength: Annual billing saves 20% over monthly
• Weakness: Highest entry price per user among the per-seat tools here
• Weakness: Capacity planning, user roles and custom reporting need the Plus plan
• Weakness: Tax workflow, close automation and tax resolution are paid add-ons

Key facts

• Plans: Standard $74, Plus $109, Premium $149 per user a month billed annually
• Tax resolution add-on: $50 per user a month billed annually
• Tax workflow add-on: From $34 per client credit, billed annually
• Close automation add-on: $10 per connected client a month, first 5 included

Where it ranks

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