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Canopy

getcanopy is a SaaS company offering client engagement, document management, workflow, and time & billing solutions for professional services firms.

Entry price

$74

Standard · /mo, billed annually

Plans tracked

5 add-ons

Pricing changes

Latest Wk 40 '26

Pricing model

Subscription + usage

No free tier

Pricing Change History

17 changes

202617 changes

Sep 28, 2026

Improvement

Weekly

Canopy: Added API access to Platform feature set

New "API" capability added to the Platform features section, letting firms sync data and build custom integrations with Canopy.

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Aug 10, 2026

Improvement

Weekly

Canopy: Tax Resolution auto-fill now covers state + federal forms

Tax Resolution add-on's auto-fill form coverage now explicitly includes state forms, not just federal: "Auto-fill complex federal & state forms (200+ supported)".

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Aug 3, 2026

Improvement

Weekly

Canopy: Automated workflows feature moved from Plus-only to Standard plan

Automated recurring workflow capability moved from Plus-exclusive down to the Standard plan; Standard's generic 'workflow and task tracking' bullet was replaced with 'Automated and recurring task workflows', and the same capability was removed from Plus's exclusive feature list

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Jul 20, 2026

Packaging

Weekly

Canopy: Tax Workflow Automation add-on price increased from $18 to $34/credit; Close Automation exited beta and is…

Tax Workflow Automation add-on price increased from $18 to $34/credit; Close Automation exited beta and is now billed at $10/connected client/month (first 5 connections included) Tax Workflow Automation power-up rewritten: dropped return-processing/faster-payment bullets in favor of AI-powered intake, AI Tax Prep integrations, and AI Delivery (e-signatures, paywall, KBA verification)

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Jun 29, 2026

Packaging

Weekly

Canopy swaps Smart Intake for Tax Workflow Automation, up 64%

Smart Intake add-on ($11/credit/client) replaced by Tax Workflow Automation at $18/credit/client — a 64% price increase in this service power-up slot with expanded AI tax workflow capabilities.

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Jul 3, 2026

Packaging

Quarterly

Canopy: à la carte modules replaced by tiered plans ($74-$149/user/mo)

Canopy replaced its à la carte pricing (base Client Engagement Platform at $150/mo + separate per-user module fees: Document Mgmt $36, Workflow $32, Time & Billing $22) with three all-inclusive per-user tiers: Standard $74/user/mo, Plus $109/user/mo, Premium $149/user/mo, all billed annually. Small-firm Starter/Essentials plans no longer appear on the pricing page.

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Jun 8, 2026

Packaging

Weekly

Canopy removes revenue and margin controls from Premium plan

Revenue and margin controls feature removed from Premium plan bullet point list. Previously listed as 5th bullet under ALL PLUS FEATURES+.

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Jun 1, 2026

Packaging

Weekly

Canopy rebrands Bookkeeping add-on to Close Automation

Bookkeeping add-on product renamed to Close Automation; URL changed from /canopy-bookkeeping/ to /close-automation/, reflecting a product rebrand.

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May 19, 2026

Improvement

Weekly

Canopy adds Engagements & Proposals with e-signature tools

Engagements & Proposals section added to the feature comparison table with 10 sub-features: Branded Proposal & Letter Templates with E-Signature, Engagement Builder, Automated Billing, Automated Tasks & Invoices, Engagement Templates, Bulk Send & Edit, Custom Branding, Advanced Billing Options (packages), Auto Renewals (Coming Soon), and Advanced E-Signature (Coming Soon).

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May 4, 2026

Packaging

Weekly

Canopy launches free Bookkeeping beta with portfolio-wide book health visi...

Bookkeeping added as a new additional product on the pricing page. Currently in Beta at no cost. Offers portfolio-wide book health and workload visibility without tool-hopping.

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Apr 27, 2026

Improvement

Weekly

Canopy launches AI Document Renaming, streamlines plan offerings

Document Renaming feature upgraded to AI Document Renaming with expanded description: now includes global naming conventions and AI-powered renaming of uploaded documents. Plus plan card bullet updated from 'Custom roles and access controls' to 'User roles and access controls'; Premium plan marked 'COMING SOON' in plan header.

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Apr 22, 2026

Packaging

Weekly

Canopy ditches modular billing for all-in-one tiers starting at $74/user/yr

Engagements credits add-on ($6/credit/client, sold in blocks of 25) and Collection Case add-on ($100/collection case) removed from pricing page. Pricing model overhauled from modular per-module billing (Client Engagement Platform $150/mo + modules at $22-$36/user/mo) to all-in-one per-user/year tiers: Standard $74, Plus $109, Premium $149/user/year annually.

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Jan 10, 2026

Packaging

Quarterly

Canopy Introduces Client Credit-Based Pricing for Engagements and Smart Intake Add-Ons, Simplifies Tax Resolution Pricing to Annual Billing Only

Smart Intake add-on introduced with client credit-based pricing starting at $11/credit per client (tiered pricing, sold in blocks of 25) Engagements add-on introduced with client credit-based pricing starting at $6/credit per client (tiered pricing, sold in blocks of 25)

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Jan 10, 2026

Packaging

Quarterly

Canopy Introduces Collection Cases Add-on at $100, Enhancing Collections Management Capabilities

KBA eSignature verification add-on introduced at $1.25 per KBA credit Collection Cases add-on introduced at $100 per collections case

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Jan 10, 2026

Packaging

Quarterly

Canopy Introduces Capacity Planning Report PRO and Staff Utilization Report PRO in Workflow Module

Work Queues PRO feature removed from Workflow module Secure File Sharing renamed to Secure File Exchange in Document Management module

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Jan 10, 2026

Price decrease

Quarterly

Canopy Unveils Client Engagement Platform at $150/mo for Unlimited Users, Boosting Client Capacity to 2,500

Document Management module decreased from $40/user/month to $36/user/month Time & Billing module decreased from $25/user/month to $22/user/month

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Jan 10, 2026

Packaging

Quarterly

Canopy Simplifies Collection Cases Add-on Pricing Description

Collection Cases add-on pricing description simplified from '$100 per collections case, per year' to '$100 per collections case' (removed 'per year' qualifier)

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