Standard
Priced on request
CRM and client management · Document management and eSign · Client portal and secure messaging · Automated and recurring task workflows · Invoicing and payments
Checked 19 Sep 2026
Plans and prices
Canopy pricing
Plus
Priced on request
User roles and access controls · More client intake capacity · Advanced task views and filters · Capacity planning and forecasting · Custom reporting
Checked 19 Sep 2026
Premium
Priced on request
Advanced workflows and automation · Advanced billing scenarios · Deep reporting and insights
Checked 19 Sep 2026
Enterprise
Priced on request
Custom plan for large firms
Checked 19 Sep 2026