Canopy Pricing Overview
Canopy at a glance
Canopy offers modular pricing. Start with Client Management and add individual or all of the modules to fit the needs of your firm.
| Name | Price | Features |
|---|---|---|
| Time & Billing* | *Client Management required.
| |
| Transcripts & Notices |
| |
| Client Management* | *Free for up to 500 contacts
| |
| Document Management | Unlimited Document Storage and Integrations
| |
| Workflow* | $30.001 User Per Month | *Client Management required.
|
Canopy pricing & plans
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Canopy Pricing Reviews
Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files. Endless opportunities due to constant upgrades and add-ons. We are currently migrating our entire firm onto the platform and utilizing the client portal feature to exchange information and save on printing, customer requests and storage options. Most impressive is their constant interaction asking how they can improve and getting feedback on new features. Review collected by and hosted on G2.com.
I really don't have any dislikes, and if something is a little clunky with a layout or usability they are usually upgrading or fixing it. I'm excited to see tax software so I guess I dislike not having it? The tax software would plug another hole and add well to the transcript and tax form resolution features. Review collected by and hosted on G2.com.
One of Canopy's standout features is its intuitive interface that provides a centralized platform for managing client data, documents, and communication. The platform's secure client portal facilitates seamless file sharing and e-signature capabilities, enabling a paperless workflow and improving efficiency. Review collected by and hosted on G2.com.
I was never a fan of Canopy's pricing structure. As a startup firm I would have preferred the option of paying monthly for better cash flow options. Review collected by and hosted on G2.com.
