Canopy swaps Smart Intake for Tax Workflow Automation, up 64%
What happened
Between the Jun 22, 2026 and Jun 29, 2026 captures of Canopy's pricing page, Pulse recorded one change: 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. Pulse files it as a packaging change (add-on change) with a neutral 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: à la carte modules replaced by tiered plans ($74-$149/user/mo)" (Jul 3, 2026). Before that Pulse recorded "Canopy removes revenue and margin controls from Premium plan" (Jun 8, 2026), "Canopy rebrands Bookkeeping add-on to Close Automation" (Jun 1, 2026) and "Canopy adds Engagements & Proposals with e-signature tools" (May 19, 2026). Canopy has been tracked since 2023-11-14.
In the same window HubSpot, monday.com, Zoho, Salesforce and Pipedrive also changed their Business Operations pricing pages. Those moves are listed further down, and the Pulse Agent can compare them side by side.
- Smart Intake, Tax Workflow Automation · Add-onAdd-on change
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.
| Plan | Field | Before | After | Change |
|---|---|---|---|---|
| Smart Intake, Tax Workflow Automation | Add-on | — | $18/credit/client | 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 (getcanopy.com) from Jun 22, 2026 and Jun 29, 2026; the change is marked near the top 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 history- Aug 10, 2026improvedCanopy: Tax Resolution auto-fill now covers state + federal forms
- Aug 3, 2026improvedCanopy: Automated workflows feature moved from Plus-only to Standard plan
- Jul 20, 2026packagingCanopy: Tax Workflow Automation add-on price increased from $18 to $34/credit; Close Automation exited beta and is…
- Jun 29, 2026packagingCanopy swaps Smart Intake for Tax Workflow Automation, up 64% · this change
- Jul 3, 2026packagingCanopy: à la carte modules replaced by tiered plans ($74-$149/user/mo)
- Jun 8, 2026packagingCanopy removes revenue and margin controls from Premium plan
- Jun 1, 2026packagingCanopy rebrands Bookkeeping add-on to Close Automation
- May 19, 2026improvedCanopy adds Engagements & Proposals with e-signature tools
- May 4, 2026packagingCanopy launches free Bookkeeping beta with portfolio-wide book health visi...
- Apr 27, 2026improvedCanopy launches AI Document Renaming, streamlines plan offerings
Across Business Operations in the same window
All Business Operations changes- HubSpotJun 24HubSpot CMS Enterprise renames Commerce Hub to Revenue Hub in pricing nav
- monday.comJun 8monday.com rebrands AI plans, cuts Basic tier from 4 to 3 tools
- ZohoJun 2Zoho Sprints adds Sprint Capacity Planning to Premier plan
- SalesforceApr 14Salesforce Loyalty Management rebrands AppExchange to AgentExchange
- PipedriveApr 6Pipedrive Drops Competitive Comparison Section From Pricing Page
Questions about this change
Did Canopy raise prices in June 2026?
No list-price increase was recorded between Jun 22, 2026 and Jun 29, 2026. The change Pulse detected was a packaging change: add-on change.
What changed on Canopy's pricing page between Jun 22, 2026 and Jun 29, 2026?
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. Pulse compared the captures it took on Jun 22, 2026 and Jun 29, 2026; the before/after table above lists each item as written on the page.
How often does Canopy change its pricing?
Pulse recorded 6 other pricing-page changes for Canopy in the 90 days before this one; the previous change was "Canopy: à la carte modules replaced by tiered plans ($74-$149/user/mo)" on Jul 3, 2026; Canopy has been tracked since 2023-11-14.