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 Canopy First Steps articles.

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! Inactive contacts' information can still be accessed without adding them to your active contact list. More information can be found in the Mark connections as Inactive article.