# Canopy review (2026): is it worth $74 a month per user, billed yearly?

> Practice management software for accounting and tax firms

Checked Nov 12, 2026 · graded Nov 12, 2026 by ToolGPA.

Canopy is practice management software for accounting and tax firms. It brings a client portal, CRM, documents with e-signature, workflows, time and billing, and payments into one system. It also sells add-ons for tax workflow, month-end close and IRS tax resolution work.

- **Category:** Accounting & Invoicing
- **Made by:** Canopy
- **Website:** https://www.getcanopy.com
- **Runs on:** Web, iOS, Android
- **Who should skip it:** Not for you if you want software for your own books, because this manages a firm and not a ledger.
- **Facts last checked:** Nov 12, 2026

## Pricing

As of Nov 12, 2026, Canopy is a paid product, starting at $74 per user / month, billed annually ($93 billed monthly).

- **Pricing model:** Paid
- **Free plan:** None.
- **Free trial:** None listed.

| Plan | Price | What you get |
| --- | --- | --- |
| Standard | $74 per user / month, billed annually ($93 billed monthly) | CRM, document management and e-sign, client portal, task workflows, invoicing and payments, and the Coworker AI. |
| Plus | $109 per user / month, billed annually ($136 billed monthly) | Adds user roles and access controls, more client intake capacity, capacity planning and custom reporting. |
| Premium | $149 per user / month, billed annually ($186 billed monthly) | Adds advanced workflows and automation, advanced billing scenarios and deeper reporting. |
| Enterprise | Custom | Tailored plan for large firms; the page says it is likely not a fit below roughly a 200-person firm. |

Read from https://www.getcanopy.com/pricing/ on Nov 12, 2026. Prices change, so confirm with Canopy before buying.

## Ways to pay less

- **Save 20% with annual billing** (Annual discount): The pricing page says annual billing saves 20%, for example Standard at $74 instead of $93 per user a month. Source: https://www.getcanopy.com/pricing/

## Key features

- **Client portal and messaging:** Clients get a portal, a mobile app and secure messaging for sending documents, questionnaires and organizers.
- **Workflow and engagements:** Recurring task workflows, engagement letters and proposals, and tax workflow automation keep firm work on a schedule.
- **Time, billing and payments:** Tracks time, invoices clients, collects payments and shows realization rates; group billing combines entities on one invoice.
- **Tax resolution tools:** Pulls IRS transcripts, tracks notices and auto-fills more than 200 federal and state forms, as a paid add-on.
- **Coworker AI:** An AI assistant included on every plan with monthly credits per user; the pricing page lists it as in open beta.

## Good for

- Accounting and tax firms that want one system in place of several apps
- Firms running tax season intake and delivery through a client portal
- Firms of any size from a few staff up to large practices

## Worth knowing

- Pricing is per user, so cost scales with firm headcount; the page says annual billing saves 20% against monthly.
- Capacity planning and custom reporting need Plus, and advanced workflows and billing need Premium.
- Add-ons are priced separately: Tax Resolution is $50 per user a month, and Close Automation is $10 per connected client a month.
- Tax Workflow Automation starts at $34 per client credit, billed annually.

## ToolGPA grades

**GPA: 1.6 out of 4**, graded Nov 12, 2026. Canopy runs an accounting firm: client portal, documents, workflows, billing and a CRM, from $74 a user a month on annual billing. It isn't bookkeeping software, there's no free plan or trial, and capacity planning, custom reporting and tax add-ons all cost more again.

- **Value for money: D.** $74 a user a month billed annually ($93 monthly), just under where the category's dearest tenth begins. Capacity planning and custom reporting need Plus at $109.
- **Free plan and trial: F.** No free plan and no trial on the pricing page.
- **Features: C.** Client portal, e-sign, workflows, time and billing, and an AI assistant. It runs a firm and doesn't keep a business's books, and Tax Resolution is a paid add-on.
- **Ease of use: C.** No store rating on record. A firm has to set up clients, workflows and billing before it pays off.
- **Platforms and integrations: B.** Web, iPhone and Android, plus QuickBooks Online, Microsoft 365, Gmail, Zapier and others. No desktop app.

These are ToolGPA's own grades. Graded from this listing, whose facts were read from Canopy's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews.

## Where it stands among accounting and invoicing tools

- Canopy's GPA of 1.6 is higher than 1 of the 65 other accounting and invoicing tools we grade, and level with 5.
- It stands best on platforms and integrations (B, above 13 of 65) and worst on free plan and trial (F, above 0).
- Its paid plans start at $74 a month for each person, against a middle price of $18.09 for the category: 50 of the 54 others that charge start lower.
- On features, ease of use and platforms it scores 2.3 out of 4. 16 tools score higher and cost less.

The category's chart of price against score: https://toolgpa.com/charts/accounting

## Keep it, or make your own?

**Keep it.** To replace Canopy you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one. That makes this kind of software worth paying for, not this one in particular: 59 of the 65 other accounting and invoicing tools grade higher. It costs $888 a year.

- You could make: Invoicing, reports and time tracking: an app builder makes these well.
- You could not: Connections to other products, each kept working as those products change.
- You could not: A real app for iOS and Android. Something home-made would be a web page.
- You could not: It is priced for each person, which means accounts and billing for a team.
- You could not: AI features, unless you pay a model provider for each request yourself.

A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it.

## What people say

- **App Store rating of the iPhone and iPad app:** 4.8 out of 5 from 1,080 ratings in the United States, read Nov 13, 2026. This is the store's rating of the app, not a score from ToolGPA. Source: https://apps.apple.com/us/app/id1444764477

## Works with

QuickBooks Online, Microsoft 365, Gmail, Zapier, FreshBooks, Calendly, Salesforce, Mailchimp

**Tags:** Invoicing, Workflow automation, Reports, Time tracking, AI features, Public API

## Alternatives

- [TaxDome](https://toolgpa.com/tools/taxdome): Practice management and client portal for tax and accounting firms. [Compare](https://toolgpa.com/compare/canopy-vs-taxdome)
- [Karbon](https://toolgpa.com/tools/karbon): Practice management software for accounting firms. [Compare](https://toolgpa.com/compare/canopy-vs-karbon)
- [Jetpack Workflow](https://toolgpa.com/tools/jetpack-workflow): Workflow and project management built for accounting firms. [Compare](https://toolgpa.com/compare/canopy-vs-jetpack-workflow)
- [Botkeeper](https://toolgpa.com/tools/botkeeper): Automated bookkeeping platform sold to accounting firms. [Compare](https://toolgpa.com/compare/botkeeper-vs-canopy)

## Sources

The prices, plans, platforms and features above were read from these pages on Nov 12, 2026:

- https://www.getcanopy.com/
- https://www.getcanopy.com/pricing/
- https://www.getcanopy.com/integrations/

Page: https://toolgpa.com/tools/canopy
Listed by ToolGPA (toolgpa.com).