Vetted Score
4.6
/ 5.0
Earns a strong score for its comprehensive feature set, intuitive UI, and robust client collaboration, making it a top choice for midsize tax firms.
Key Features
Client Portal & Document Management
Secure client portal for real‑time document exchange, e‑signatures, and organized storage.
Automated Workflow & Task Management
Streamlines tax preparation with customizable workflows, reminders, and team collaboration tools.
Integrated Billing & Payments
Built‑in invoicing, payment processing, and revenue tracking to simplify firm finances.
Frequently Asked Questions
Yes, Canopy provides a 14‑day free trial with full access to all core features.
Canopy offers native iOS and Android apps that let you manage clients and documents on the go.
Enterprise pricing is available on request, allowing custom feature sets and volume‑based discounts.
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Specifications
Pricing Model
Subscription‑based with plans ranging from $99 to $199 per user per month; custom enterprise pricing available.
Supported Platforms
Web (browser)iOSAndroid