Canopy is a modular practice management suite for tax firms — document management, workflow, time & billing, and tax resolution sold as separate add-ons on top of a base plan. ClientBrief does one job: get documents from clients without the chase.
Canopy's small-firm plans run $45-66/user/month on annual billing, and larger firms pay a $150/month base plus per-module pricing — Document Management alone is $36/user/month on top of that, with annual contracts required in most cases. If document collection is the only piece you actually need, that's a lot of modular pricing and setup for what ClientBrief does for a flat $7.99/month.