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
- Client Requests
- Billing and invoicing
- Letter generator
- Client Organizer
- Email sync
- Calendar sync
- 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.