Canopy reworks Tax Workflow Automation bullets around AI intake
What happened
Between the Oct 26, 2026 and Nov 2, 2026 captures of Canopy's pricing page, Pulse recorded one change: 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'. Pulse files it as a packaging change (add-on change). Pulse's latest capture (Nov 9, 2026) lists Standard at $74, Plus at $109, Premium at $149, Knowledge Based Authentication (KBA) at $1.25 per KBA credit and Tax Workflow Automation at $34 per client.
It lands 84 days after Canopy's previous change, "Canopy: Tax Resolution auto-fill adds state forms" (Aug 10, 2026). Canopy has been tracked since 2026-06-25.
In the same window Yooz, Xero, TradingView, UKKO.fi and Taxdome also changed their Finance & Accounting pricing pages. Those moves are listed further down, and the Pulse Agent can compare them side by side.
“Canopytax” is the name Canopy’s pricing page uses; Pulse files the change under Canopy, the company it tracks.
- Add-on changeTax Workflow AutomationAdd-on
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'.
| Plan | Field | Before | After | Change |
|---|---|---|---|---|
| Tax Workflow Automation | Add-on | 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'. | Add-on change | |
Values as written on Canopy's public pricing page in the two captures Pulse compared; where the page states no number, the cells give the wording before and after.
Evidence
The two captures Pulse comparedFull-page captures of Canopy's pricing page (www.getcanopy.com) from Oct 26, 2026 and Nov 2, 2026; the change is marked around the middle of the page.
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The two full-page captures with this change marked up are free with an account.
Canopy, the last 90 days
Full historyDates are the day each change was detected, Eastern time.
- Nov 8, 2026ImprovementCanopy bundles Coworker AI into every plan, no add-on or price hike
- Nov 1, 2026PackagingCanopy reworks Tax Workflow Automation bullets around AI intake This change
- Aug 10, 2026ImprovementCanopy: Tax Resolution auto-fill adds state forms
Across Finance & Accounting in the same window
All Finance & Accounting changes- YoozNov 9Yooz drops free trial and pushes Gold Edition buyers to book a demo
- XeroNov 9Xero cuts new-customer promo to 80% off for 3 months, doubling promo prices
- TradingViewNov 9TradingView splits market-data add-on into per-plan subscription caps
- UKKO.fiNov 9UKKO.fi swaps 300 € incorporation perk for 20% off fees for 12 months
- TaxdomeNov 9Taxdome scraps seat plans for $0.83/client pricing, adds $200/mo AI add-on
Questions about this change
Did Canopy raise prices in November 2026?
No list-price increase was recorded between Oct 26, 2026 and Nov 2, 2026 UTC. The change Pulse detected was a packaging change: add-on change.
What changed on Canopy's pricing page between Oct 26, 2026 and Nov 2, 2026 UTC?
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'. Pulse compared the captures it took on Oct 26, 2026 and Nov 2, 2026 UTC; the before/after table above lists each item as written on the page.
How often does Canopy change its pricing?
Pulse recorded 1 other pricing-page change for Canopy in the 90 days before this one; the previous change was "Canopy: Tax Resolution auto-fill adds state forms" on Aug 10, 2026; Canopy has been tracked since 2026-06-25.