Canopy pricing, reviews and more.
75 reviews
Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.
What is Canopy?
Modernize how your clients interact with your firm. Clients and practitioners will be able to securely share files, complete a to-do list for their case, esign documents, view invoices, and make payments all from their mobile device.
What tech stack does Canopy use?
React
HubSpot Analytics
jQuery
Matomo Analytics
HubSpot
Hotjar
Google Tag Manager
Google Analytics
Google AdSense
AdRoll
Google Workspace
Cloudflare
Canopy pricing plans
Client Management
Starting at $89.00 a month paid annually
Unlimited users. Starting with 200 contacts- CRM
- Client Portal
- Document Management
- Time & Billing
- Payments