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practice management, client portal, e-signature

Canopy

Practice management software for tax and accounting firms: CRM, client portal with secure messaging, document management with built-in e-signature, engagements and proposals, workflows, invoicing and payments.

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Pricing

$74 a month to start

Standard $74 a user a month billed annually, with CRM, document management and e-signature, client portal and secure messaging, workflows, invoicing and payments. Plus $109 a user a month billed annually. Knowledge-based authentication $1.25 a credit. Card payments 3.30% plus $0.20; ACH 1%, capped at $10.

Price checked on Canopy's own site on . Prices are in the vendor's own currency and can change, so confirm before you buy. How we check prices

Ideas that use Canopy

Tax Preparers

Engagement letters and deposits in Canopy for tax preparers

New clients sign an engagement letter and pay a deposit online before work starts, and the workflow begins on signing. $74£56€66A$107C$105 a user a month billed annually.

  • Costs $148£111€132A$214C$209/mo
  • Worth $226£170€202A$326C$319/mo
  • Pays for itself within the month
  • Some setup needed