Here is a list of points to keep in mind regarding Canopy pricing.
What features are included?
Features included in the free basic package of Canopy are:
Up to 20 Contacts
Customized Client portal
Files, including the option to download the Desktop Assistant
Tasks
Client Requests
Billing and invoicing
Letter generator
E-Signature
Client Organizer
Email sync
Calendar sync
Forms
Notifications
Mobile app for your firm
Mobile app for your clients
Customers purchasing a Tax Resolution package will have access to all basic practice management features for up to 50 contacts.
More information can be found in our Getting Started article.
What happens if I try to go over my limit of contacts?
You'll see a modal prompting you to contact our sales team about an upgrade.
Can I still access information on archived contacts?
Yes! Hidden contacts' information can still be accessed without adding them to your active contact list. More information can be found in the Managing a Spouse's Information article.