Canopy Introduces Capacity Planning Report PRO and Staff Utilization Report PRO in Workflow Module
What happened
Between the Jan 1, 2025 and Apr 1, 2025 captures of Canopy's pricing page, Pulse recorded 9 changes: Custom Branding replaced with Questionnaires & Organizers in Client Engagement Platform; Work Queues PRO feature removed from Workflow module; Document Interaction & Editing renamed to Native File Annotations in Document Management module; Secure File Sharing renamed to Secure File Exchange in Document Management module; Desktop Sync & Print to renamed to Desktop Sync & Print Driver in Document Management module; Internal Communication feature renamed to Client Intake in Client Engagement section; Capacity Planning Report PRO added to Workflow module; Staff Utilization Report PRO added to Workflow module; Internal Firm File storage renamed to Firm Workpaper Storage in Document Management module. Pulse files it as a product change (feature change, feature removed, feature added) with a downward direction. Pulse's latest capture (Sep 28, 2026) lists Standard at $74, Plus at $109, Premium at $149, Knowledge-Based Authentication (KBA) at $1.25 per KBA credit and Smart Intake at $11 per client credit.
Canopy's previous recorded change was "Canopy Unveils Client Engagement Platform at $150/mo for Unlimited Users, Boosting Client Capacity to 2,500" (Q3 2024). Before that Pulse recorded "Canopy Simplifies Collection Cases Add-on Pricing Description" (Q1 2024) and "Canopy Reduces Free Client Limit from 500 to 250 Contacts, Renames Base Platform to Client Engagement" (Dec 2023). Canopy has been tracked since 2023-11-14.
In the same window HubSpot, Copper and Zoho also changed their Business Operations pricing pages. Those moves are listed further down, and the Pulse Agent can compare them side by side.
- — · FeatureFeature change
Custom Branding replaced with Questionnaires & Organizers in Client Engagement Platform
- — · FeatureRemoved
BeforeWork Queues PRO feature
AfterNo Work Queues PRO feature
- — · FeatureRenamed
BeforeDocument Interaction & Editing
AfterNative File Annotations
- — · FeatureRenamedSecure File SharingSecure File Exchange
- — · FeatureRenamed
BeforeDesktop Sync & Print to
AfterDesktop Sync & Print Driver
- — · FeatureRenamed
BeforeInternal Communication feature
AfterClient Intake
- — · FeatureAdded
BeforeNo Capacity Planning Report PRO
AfterCapacity Planning Report PRO
- — · FeatureAdded
BeforeNo Staff Utilization Report PRO
AfterStaff Utilization Report PRO
- — · FeatureRenamed
BeforeInternal Firm File storage
AfterFirm Workpaper Storage
| Plan | Field | Before | After | Change |
|---|---|---|---|---|
| — | Feature | Custom Branding replaced with Questionnaires & Organizers in Client Engagement Platform | Feature change | |
| — | Feature | Work Queues PRO feature | No Work Queues PRO feature | Removed |
| — | Feature | Document Interaction & Editing | Native File Annotations | Renamed |
| — | Feature | Secure File Sharing | Secure File Exchange | Renamed |
| — | Feature | Desktop Sync & Print to | Desktop Sync & Print Driver | Renamed |
| — | Feature | Internal Communication feature | Client Intake | Renamed |
| — | Feature | No Capacity Planning Report PRO | Capacity Planning Report PRO | Added |
| — | Feature | No Staff Utilization Report PRO | Staff Utilization Report PRO | Added |
| — | Feature | Internal Firm File storage | Firm Workpaper Storage | Renamed |
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 (getcanopy.com) from Jan 1, 2025 and Apr 1, 2025; the change is marked on the page, where the Work Queues PRO feature no longer appears.
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Canopy, pricing history
Full history- Apr 22, 2026packagingCanopy ditches modular billing for all-in-one tiers starting at $74/user/yr
- Jan 10, 2026packagingCanopy Introduces Client Credit-Based Pricing for Engagements and Smart Intake Add-Ons, Simplifies Tax Resolution Pricing to Annual Billing Only
- Q3 2025packagingCanopy Introduces Collection Cases Add-on at $100, Enhancing Collections Management Capabilities
- Q1 2025packagingCanopy Introduces Capacity Planning Report PRO and Staff Utilization Report PRO in Workflow Module · this change
- Q3 2024decreaseCanopy Unveils Client Engagement Platform at $150/mo for Unlimited Users, Boosting Client Capacity to 2,500
- Q1 2024packagingCanopy Simplifies Collection Cases Add-on Pricing Description
- Dec 2023packagingCanopy Reduces Free Client Limit from 500 to 250 Contacts, Renames Base Platform to Client Engagement
Across Business Operations in the same window
All Business Operations changes- HubSpotJan 11HubSpot Suite Starter Reduces Starter Customer Platform Price by 40% to $9/mo, Enhancing Accessibility for New Customers
- CopperJan 11Copper Sales Opportunities Feature Removed from Basic Plan, Now Requires Professional or Higher
- ZohoJan 11Zoho Sprints Premier Plan Enhances Features with New Layout Rules Addition
Questions about this change
Did Canopy raise prices in April 2025?
No list-price increase was recorded between Jan 1, 2025 and Apr 1, 2025. The change Pulse detected was a product change: feature change, feature removed, feature added.
What changed on Canopy's pricing page between Jan 1, 2025 and Apr 1, 2025?
Custom Branding replaced with Questionnaires & Organizers in Client Engagement Platform; feature: Work Queues PRO feature → No Work Queues PRO feature, removed; feature: Document Interaction & Editing → Native File Annotations, renamed; feature: Secure File Sharing → Secure File Exchange, renamed; feature: Desktop Sync & Print to → Desktop Sync & Print Driver, renamed; feature: Internal Communication feature → Client Intake, renamed; feature: No Capacity Planning Report PRO → Capacity Planning Report PRO, added; feature: No Staff Utilization Report PRO → Staff Utilization Report PRO, added; feature: Internal Firm File storage → Firm Workpaper Storage, renamed. Pulse compared the captures it took on Jan 1, 2025 and Apr 1, 2025; the before/after table above lists each item as written on the page.
How often does Canopy change its pricing?
Pulse recorded 0 other pricing-page changes for Canopy in the 90 days before this one; the previous change was "Canopy Unveils Client Engagement Platform at $150/mo for Unlimited Users, Boosting Client Capacity to 2,500" in Q3 2024; Canopy has been tracked since 2023-11-14.