Canopy: Tax Workflow Automation power-up rewritten: dropped return-processing/faster-payment bullets in favor of…
What happened
Between the Jul 13, 2026 and Jul 20, 2026 captures of Canopy's pricing page, Pulse recorded 2 changes: 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); 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). 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.
It lands 21 days after Canopy's previous change, "Canopy swaps Smart Intake for Tax Workflow Automation, up 64%" (Jun 29, 2026). Before that Pulse recorded "Canopy: à la carte modules replaced by tiered plans ($74-$149/user/mo)" (Jul 3, 2026), "Canopy removes revenue and margin controls from Premium plan" (Jun 8, 2026) and "Canopy rebrands Bookkeeping add-on to Close Automation" (Jun 1, 2026). Canopy has been tracked since 2023-11-14.
In the same window HubSpot, Zoho, Pipedrive, Copper and monday.com also changed their Business Operations pricing pages. Those moves are listed further down, and the Pulse Agent can compare them side by side.
- Tax Workflow Automation · Add-onRemoved
Beforereturn-processing/faster-payment bullets
AfterNot listed
- Tax Workflow Automation, Close Automation · Add-on+89%$18$34/credit
| Plan | Field | Before | After | Change |
|---|---|---|---|---|
| Tax Workflow Automation | Add-on | return-processing/faster-payment bullets | Not listed | Removed |
| Tax Workflow Automation, Close Automation | Add-on | $18 | $34/credit | +89% |
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 Jul 13, 2026 and Jul 20, 2026; the change is marked near the top of the page, where the return-processing/faster-payment bullets no longer appears.
Sign in to see the evidence
The two full-page captures with this change marked up are free with an account.
Canopy, the last 90 days
Full history- Sep 28, 2026improvedCanopy: Added API access to Platform feature set
- 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 power-up rewritten: dropped return-processing/faster-payment bullets in favor of… · this change
- Jun 29, 2026packagingCanopy swaps Smart Intake for Tax Workflow Automation, up 64%
- 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...
Across Business Operations in the same window
All Business Operations changes- HubSpotJul 20HubSpot Service Starter: Email template limit doubled (5,000 → 10,000) on Starter
- ZohoJul 13Zoho Peopleplus: Premium & Enterprise price increases + 4 new Premium features
- PipedriveJul 4Pipedrive: Removed Personalized onboarding + Live chat support features
- CopperJul 2Copper: Starter plan discontinued
- monday.comJul 2monday.com: AI credits now itemized w/ offsetting discount + 2 more changes
Questions about this change
Did Canopy raise prices in July 2026?
No list-price increase was recorded between Jul 13, 2026 and Jul 20, 2026. The change Pulse detected was a packaging change: add-on change.
What changed on Canopy's pricing page between Jul 13, 2026 and Jul 20, 2026?
Tax Workflow Automation add-on: return-processing/faster-payment bullets → Not listed, removed; Tax Workflow Automation, Close Automation add-on: $18 → $34/credit (+89%). Pulse compared the captures it took on Jul 13, 2026 and Jul 20, 2026; the before/after table above lists each item as written on the page.
How often does Canopy change its pricing?
Pulse recorded 8 other pricing-page changes for Canopy in the 90 days before this one; the previous change was "Canopy swaps Smart Intake for Tax Workflow Automation, up 64%" on Jun 29, 2026; Canopy has been tracked since 2023-11-14.