Canopy Introduces Client Credit-Based Pricing for Engagements and Smart Intake Add-Ons, Simplifies Tax Resolution Pricing to Annual Billing Only
What happened
Between the Oct 5, 2025 and Jan 1, 2026 captures of Canopy's pricing page, Pulse recorded 4 changes: Capacity Planning added as a highlighted feature in the navigation menu; Engagements add-on introduced with client credit-based pricing starting at $6/credit per client (tiered pricing, sold in blocks of 25); Smart Intake add-on introduced with client credit-based pricing starting at $11/credit per client (tiered pricing, sold in blocks of 25); Tax Resolution pricing simplified: removed monthly billing option ($60/user/month), now only offers annual billing at $50/user/month. Pulse files it as a packaging change (feature added, new add-on, add-on change) with an upward 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 Introduces Collection Cases Add-on at $100, Enhancing Collections Management Capabilities" (Q3 2025). Before that Pulse recorded "Canopy Introduces Capacity Planning Report PRO and Staff Utilization Report PRO in Workflow Module" (Q1 2025), "Canopy Unveils Client Engagement Platform at $150/mo for Unlimited Users, Boosting Client Capacity to 2,500" (Q3 2024) and "Canopy Simplifies Collection Cases Add-on Pricing Description" (Q1 2024). 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.
- — · FeatureAddedNo Capacity PlanningCapacity Planning
- — · Add-onAddedNo Engagements add-onEngagements add-on
- Smart Intake · Add-onAddedNo Smart Intake add-onSmart Intake add-on
- Tax Resolution · Add-onRemoved
Beforemonthly billing option
AfterNo monthly billing option
| Plan | Field | Before | After | Change |
|---|---|---|---|---|
| — | Feature | No Capacity Planning | Capacity Planning | Added |
| — | Add-on | No Engagements add-on | Engagements add-on | Added |
| Smart Intake | Add-on | No Smart Intake add-on | Smart Intake add-on | Added |
| Tax Resolution | Add-on | monthly billing option | No monthly billing option | Removed |
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 Oct 5, 2025 and Jan 1, 2026; the change is marked on the page, where Capacity Planning now appears.
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Canopy, pricing history
Full history- May 4, 2026packagingCanopy launches free Bookkeeping beta with portfolio-wide book health visi...
- Apr 27, 2026improvedCanopy launches AI Document Renaming, streamlines plan offerings
- 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 · this change
- 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
- 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 January 2026?
No list-price increase was recorded between Oct 5, 2025 and Jan 1, 2026. The change Pulse detected was a packaging change: feature added, new add-on, add-on change.
What changed on Canopy's pricing page between Oct 5, 2025 and Jan 1, 2026?
Feature: No Capacity Planning → Capacity Planning, added; add-on: No Engagements add-on → Engagements add-on, added; Smart Intake add-on: No Smart Intake add-on → Smart Intake add-on, added; Tax Resolution add-on: monthly billing option → No monthly billing option, removed. Pulse compared the captures it took on Oct 5, 2025 and Jan 1, 2026; 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 Introduces Collection Cases Add-on at $100, Enhancing Collections Management Capabilities" in Q3 2025; Canopy has been tracked since 2023-11-14.