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Paid plans start at $74/mo.
Canopy starts at $74 per user per month when billed annually, according to its pricing page. Plus is $109 and Premium is $149 per user/month; monthly billing is available, but Canopy does not publish monthly rates. All three plans list five tax-workflow credits, with different AI Notetaker hour allowances. Add-ons and payment fees sit on top, and Enterprise pricing is custom.
01Every plan, line by line
| Plan | Billed annually | Billed monthly | Built for |
|---|---|---|---|
| Standard | $74 | — | Firms needing core practice management |
| Plus | $109 | — | Firms needing more automation and reporting |
| Premium | $149 | — | Firms needing advanced workflows and billing |
| Enterprise | — | Quote | Large and extra-large firms |
Add-ons and overages
- Tax Workflow Automation: starts at $34 per credit/client; annual billing, volume discounts available
- Close Automation: $10 per connected client/month; annual billing; first 5 connections included
- Tax Resolution: $50 per user/month; annual billing, volume discounts available
- KBA: $1.25 per credit; volume discounts and tiered pricing apply
- Card payments: 3.30% + $0.20 per transaction
- ACH payments: 1%, capped at $10
What a team pays per month
| Plan | 1 seat | 5 seats | 10 seats | 25 seats |
|---|---|---|---|---|
| Standard | $74 | $370 | $740 | $1,850 |
| Plus | $109 | $545 | $1,090 | $2,725 |
| Premium | $149 | $745 | $1,490 | $3,725 |
02What the plan grid doesn't tell you
Monthly rates are unpublished
Canopy offers monthly billing, but lists only annual-billing prices: $74, $109 and $149 per user/month for Standard, Plus and Premium.
Workflow automation costs extra
Plans list five tax-workflow credits. Tax Workflow Automation starts at $34 per credit/client with annual billing; volume discounts are available.
Payment processing fees
Card payments cost 3.30% + $0.20 per transaction. ACH costs 1%, capped at $10.
Additional tools have separate fees
Close Automation is $10 per connected client/month, with the first five connections included. Tax Resolution is $50 per user/month; KBA is $1.25 per credit.
03Which plan should you buy?
| If you are… | Get | Why |
|---|---|---|
| Firms needing core practice management | Standard | $74 per user/month annually; includes eight AI Notetaker hours per user/month and five tax-workflow credits. |
| Firms wanting more automation and reporting | Plus | At $109 per user/month annually, it lists 12 AI Notetaker hours per user/month and five tax-workflow credits. |
| Firms needing advanced workflows and billing | Premium | At $149 per user/month annually, it lists 16 AI Notetaker hours per user/month and five tax-workflow credits. |
04Is Canopy worth the money?
Canopy’s breadth suits firms looking to bring client management, billing, documents, workflows and communication into one practice-management platform. The cost is less straightforward than the starting price suggests: plans are priced per user, monthly rates are unpublished, and automation and payment charges can add to the bill. We’d compare the full seat count and likely add-ons against your current stack before switching. Enterprise pricing is custom, so larger firms need a quote to assess the total.
Canopy pricing FAQ
How much is the Canopy app per month?
The pricing page lists Standard at $74, Plus at $109 and Premium at $149 per user/month when billed annually. Monthly billing is available, but its rates are not published. Canopy says annual billing saves 20%; Enterprise pricing is custom.
How much does TaxDome cost?
We can’t give a verified TaxDome price from the pricing information available here. For comparison, Canopy’s published annual-billing plans start at $74 per user/month, with Plus at $109 and Premium at $149. Check TaxDome’s current pricing page for its rates and billing terms.
What are some good client portals for tax preparers?
We can’t rank client portals from the available pricing details alone. Canopy’s client portal supports communication, onboarding, document exchange and e-signatures, according to the published product information. Compare those needs, pricing, and any required add-ons when assessing options.
What is a Canopy portal?
Canopy’s client portal is part of its practice-management platform for accounting, CPA, tax and bookkeeping firms. It supports client communication, onboarding, document sharing and e-signatures. Canopy also lists client management, billing, documents and workflows among its platform modules.