Canopy

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

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)".

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

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)

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.

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.

Quarterly roll-up · includes 7 weeklies

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

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

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).

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.

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.

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.

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)

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

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

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

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

Base platform renamed from 'Client Management' to 'Client Engagement' Free client limit decreased from 500 to 250 contacts