By the ClientBrief Team · Last updated September 2026
Canopy no longer has a free tier: as of September 2026 its plans are Standard at $74 per user per month, Plus at $109, and Premium at $149 — though Premium is listed as "Coming Soon" and isn't actually purchasable yet — all on annual billing, with monthly billing about 20% higher and consumption-based add-ons on top.
Only need clients to upload documents? Canopy starts at $74 per user / month; ClientBrief is $7.99/month flat — unlimited clients and checklists, no per-user or per-request pricing, no client login.
Canopy prices per user with consumption-based add-ons layered on top, and — unlike earlier in 2026 — there is no free tier. The three published seat tiers are Standard, Plus, and Premium, but Premium is marked "Coming Soon" and can't be purchased yet, so the tiers a firm can actually buy today are Standard and Plus, plus a custom-quoted Enterprise plan for larger firms. Add-ons like Tax Resolution, Tax Workflow Automation (formerly branded Smart Client Intake & Delivery), and Close Automation are billed separately, and some scale with client count rather than headcount — that second dimension is what makes Canopy hard to budget from the headline rate alone. Canopy's 2026 rates are also materially higher than the $45-66 per user per month figures still circulating in older comparison articles.
Annual (monthly about 20% higher)
CRM and client management, document management and eSign, client portal and secure messaging, automated and recurring task workflows, and invoicing and payments. The baseline paid platform — and now the actual entry point, since Canopy no longer offers a free tier.
Annual (monthly about 20% higher)
Everything in Standard plus user roles and access controls, more client intake capacity, advanced task views and filters, capacity planning and forecasting, and custom reporting. Canopy's own site marks this its "most popular" plan.
Announced annual rate — not yet open for sign-up as of September 2026
Not currently purchasable. Canopy's pricing page lists Premium with a "Coming Soon" badge instead of a buy button. When it ships, Canopy says it will include everything in Plus plus advanced workflows and automation, advanced billing scenarios, and deeper reporting and insights.
Quoted individually — contact sales
Full platform, tailored to run alongside a firm's other software. Canopy's own copy frames this as built for firms of roughly 200+ people, so most smaller firms will outgrow Plus long before they need it.
| Tax Resolution module | About $50 per user / month (annual billing; volume discounts available) |
| Tax Workflow Automation (Smart Client Intake & Delivery) | About $34 per client credit / year beyond the 5 credits included per tier (annual billing; volume discounts available) |
| Close Automation | About $10 per connected client / month, first 5 connections included |
| Knowledge Based Authentication (KBA) | $1.25 per KBA credit |
| Payment processing | 3.30% + $0.20 for cards; 1% capped at $10 for ACH |
| Firm setup | Annual cost |
|---|---|
| Solo, Standard (annual) | $888 / year |
| 3-person firm, Standard (annual) | $2,664 / year |
| 5-person firm, Plus (annual) | $6,540 / year |
| 5-person firm, Premium (Coming Soon — not yet purchasable) | $8,940 / year at the published rate, once available |
Canopy's free Client Management tier is gone — there's no longer a no-cost way onto the platform. Standard at $74 per user per month is now the real entry point, and Premium at $149 is publicly priced but marked "Coming Soon," so the ladder firms can actually buy today is just Standard and Plus (or a custom Enterprise quote for firms of roughly 200+ people). That removes what used to be Canopy's biggest differentiator versus TaxDome and Financial Cents: it no longer undercuts everyone at the low end, and firms comparing sticker prices now start in the same $74-109 range as its competitors. Canopy still earns its price for firms doing IRS tax resolution work, where its module has no real competitor — but firms that picked Canopy specifically for the free tier need a different plan, and a different budget.
Comparing against ClientBrief: ClientBrief is $7.99/month flat — no per-user pricing, no seat minimums, no annual commitment, and unlimited clients and checklists. It covers document collection only: send a checklist, clients upload without an account, reminders go out automatically. It is not a replacement for Canopy's wider feature set, and firms often run both.
Is Canopy free?
No. Canopy discontinued its free Client Management tier; every plan on getcanopy.com/pricing today is paid. Standard, the cheapest tier, starts at $74 per user per month on annual billing. A trial is available, but only by scheduling a demo with sales — there's no self-serve free plan anymore.
How much does Canopy cost per user?
$74 per user per month on Standard, $109 on Plus, and $149 on Premium, all on annual billing (monthly billing runs about 20% higher). Premium is currently listed as "Coming Soon" and isn't purchasable yet — the two plans firms can actually buy today are Standard and Plus. Enterprise pricing for large firms is quoted individually.
Has Canopy's pricing changed?
Yes, more than once. Many older comparison articles still quote Canopy at $45-66 per user per month or describe a $150/month base plus per-module pricing; by mid-2026 the published tiers were $74, $109, and $149 per user per month on annual billing. More recently, Canopy also removed the free Client Management tier it used to offer firms with up to 500 contacts — as of September 2026 there is no free plan at any tier.
What are Canopy's add-on costs?
The main ones are Tax Resolution at about $50 per user per month, Tax Workflow Automation (formerly branded Smart Client Intake & Delivery) at about $34 per client credit per year beyond the 5 credits included with each tier, and Close Automation at about $10 per connected client per month with the first five included. Knowledge Based Authentication (KBA) credits are $1.25 each, and payment processing runs 3.30% + $0.20 for cards or 1% capped at $10 for ACH.
Is Canopy cheaper than TaxDome?
Only at the Standard tier, and only without add-ons: Canopy Standard annualizes to about $888 per user against TaxDome Essentials at $800. Canopy Premium would reach roughly $1,788 per user per year against TaxDome's $1,200 top tier — well above it — though Premium is currently "Coming Soon" and not yet purchasable, so that comparison is hypothetical for now.
How much does Canopy cost for a firm of 5?
Five users on Canopy Standard annual billing is $370 per month, or $4,440 a year. Plus is $545 per month ($6,540 a year). Premium is listed at $149 per user per month ($745/month, $8,940/year) but is marked "Coming Soon" and can't actually be bought yet. Monthly billing adds roughly 20% to each, and consumption add-ons sit on top and scale with client count rather than headcount.
How much do you save on Canopy annual billing?
About 20%, since monthly billing is priced roughly 20% above the annual rate. On Standard that is the difference between $74 and about $89 per user per month — around $180 per user per year.
Are there hidden costs with Canopy?
Yes. The first surprise for returning buyers is that the free Client Management tier is gone — budget for the $74/user/month Standard plan instead of a $0 on-ramp. Beyond that, add-ons behave differently from per-seat pricing: Tax Workflow Automation is about $34 per client per year beyond the included credits, and Close Automation is about $10 per connected client per month after the first five, so both scale with your client list rather than your team. Tax Resolution is a separate $50 per user per month, and Premium's $149 rate can't be paid yet since it's Coming Soon.
Does Canopy have a free trial?
Not a self-serve one. Canopy no longer offers a permanently free tier — the free Client Management plan for up to 500 contacts has been discontinued. You can still trial the full platform, including the AI features, but it requires scheduling a demo and setting it up with a Canopy sales representative rather than signing up directly.
Is Canopy worth it?
It is worth it for tax-focused firms doing resolution and IRS notice work, where its dedicated module is the strongest in the category and has no real TaxDome equivalent. Just don't pick it expecting a free on-ramp — that tier is gone, and Standard now starts at $74 per user per month. At 2026 pricing, Canopy is no longer the budget option it once was: the $74-109 per user per month range for plans you can actually buy today (Premium is Coming Soon) annualizes to $888-1,308, which brackets rather than undercuts TaxDome.
What is the cheapest alternative to Canopy?
Now that Canopy's free tier is gone, Financial Cents is the cheapest credible starting point in this category at $19/month solo and $49/user/month for teams — cheaper than Canopy's $74/user/month Standard plan. For document collection alone, ClientBrief is $7.99/month flat with no client login, a natural pairing alongside whichever practice management platform you choose.
Related reading
Pricing checked against the vendor's public pricing page in August–September 2026. Software vendors change prices, tier names, and included features regularly — always confirm current numbers directly with the vendor before signing.
Verified against Canopy's official pricing page →