Understanding the Free Version of Canopy
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
- Practice Management
- Tax Resolution
- Practitioner Mobile App
- Canopy First Steps
- Canopy Updates
- Canopy First Look Webinars
- Guides for your Clients
The free version of Canopy is a powerful Practice Management platform that affords many useful features to your tax practice. However, there are a few key features and limitations to consider.
With the free version of Canopy, you get access to:
- All Standard Client Management features except for Canopy payments (can't process credit/debit/ACH payments in-platform).
- The ability to invite an unlimited number of team members to Canopy.
- 20 free contacts.
The free version of Canopy does not include:
- Tax Resolution, Transcripts, or Notices products.
- The ability to import contacts to Canopy in bulk.
Customers using the free version of Canopy are able to upgrade to a full version and increase the number of allowed contacts. If interested, call sales at 1-855-616-7305.