Pricing

Canopy pricing

As getcanopy.com lists them, read 19 Sept 2026. The maker's own page has the final word.

Plan	Billed and limits	Price
Standard	CRM and client management · Document management and eSign · Client portal and secure messaging · Automated and recurring task workflows · Invoicing and payments	On request
Plus	User roles and access controls · More client intake capacity · Advanced task views and filters · Capacity planning and forecasting · Custom reporting	On request
Premium	Advanced workflows and automation · Advanced billing scenarios · Deep reporting and insights	On request
Enterprise	Custom plan for large firms	On request