South Jordan, UT-based accounting practice management software company founded 2014. Private. Operates in tax and accounting markets. Serves accounting and tax firms with CRM, document management, client portal, workflow, payments, and time & billing tools.
Pricing Change History
5 changesCanopy Coworker (Everywhere AI) is now listed as an included feature on Standard, Plus, and Premium plans; FAQ confirms it’s included in every plan with monthly AI credits per user and no separate AI add-on needed. Plan prices unchanged ($74/$109/$149).
Tax Workflow Automation power-up bullets reworded: ‘AI powered intake, doc requests, questionnaires’ and ‘AI Tax Prep integrations’ replaced by ‘AI intake and task automations’.
Tax Resolution add-on: auto-fill capability expanded from federal forms only to federal & state forms (still 200+ forms supported).
Automated/recurring task workflows moved from a Plus-exclusive feature to included in the Standard plan; Standard’s feature bullet was renamed accordingly and the duplicate line was removed from Plus’s additional feature list.
Tax Workflow Automation power-up rewritten: dropped bullets on AI reading returns and chasing docs, added AI-powered intake, AI Tax Prep integrations, and AI Delivery covering e-signatures, paywall, and KBAs. Two Service Power-Up add-ons got costlier: Tax Workflow Automation rose from $18 to $34 credit/client, and Close Automation ended its free beta, now billed at $10/connected client/month.
Current plans
| Plan | Price |
|---|---|
| Standard | $74 /user/mobilled annually · $93 billed monthly |
| Plus | $109 /user/mobilled annually · $136 billed monthly |
| Premium | $149 /user/mobilled annually · $186 billed monthly |
| Enterprise | Contact |
| Knowledge Based Authentication (KBA)Add-on | $1.25 per KBA credit |
| Tax Workflow AutomationAdd-on | $34 per client |
| Close AutomationAdd-on | $10 per connected client |
| Tax ResolutionAdd-on | $50 /user/mobilled annually |
Standard, Plus & Premium
- Annual billing 20% off
Stacking not stated by Canopy.
Company Facts
Canopy pricing FAQ
- How much does Canopy cost?
- Canopy pricing starts at $74/user/mo on Standard, billed annually. Canopy lists 4 plans on its pricing page.
- Does Canopy have a free plan?
- No. Canopy does not list a free tier; paid plans start at $74/user/mo on Standard, billed annually.
- What pricing model does Canopy use?
- Canopy uses subscription + usage pricing across 4 plans.
- When did Canopy last change its pricing?
- Nov 9, 2026: Canopy bundles Coworker AI into every plan, no add-on or price hike.
- How often has Canopy changed its pricing?
- Pulse has recorded 5 pricing changes for Canopy since it started tracking on Jun 25, 2026; the pricing page was last checked on Nov 9, 2026.
- What does “tracked since” mean?
- It's the date of the first saved copy of the pricing page that Pulse checked for changes against a later copy. For a few companies we hold older copies that Pulse never checked for changes, and those don't change this date. If Pulse has never checked two copies, it's the date of the first saved copy.