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Canopy

#1 in AI Practice Management & Client PortalsPrice: Standard $74/user/month billed annually

AdvisorAIStack Score

79/100

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Smart Intake, Prep and Delivery plus a public referral program.

Score breakdown

Capability & output quality for the professional task (25%)

8/10

Security, privacy & compliance (SOC 2, data use, recordkeeping, regulator fit) (20%)

8/10

Ease of use & time to value (15%)

8/10

Integrations with professional systems (tax engines, ledgers, CRMs, AMS) (15%)

8/10

Value & pricing transparency (15%)

8/10

Vendor momentum & reliability (10%)

7/10

Key facts

AI: Smart Intake / Prep / Delivery; Coworker (beta)

Before you upload client data: ask the vendor for its current SOC 2 report (or equivalent), data-retention and model-training terms, and confirm the tool fits your obligations (for example IRC §7216 consent for tax-return information, SEC/FINRA recordkeeping, and state insurance rules).

Details

Official site	https://www.getcanopy.com
Starting price	Standard $74/user/month billed annually (check the vendor's page; prices change often)
Affiliate program	capped referral, not a true affiliate program · Referral: 10% capped at $2,500 (min. $1,000 contract); referred firm gets $50 after demo.
Verification	verified-web
Last reviewed	2026-10-16

Sources

www.getcanopy.com https://www.getcanopy.com

Scores are editorial and come from desk research. See our methodology and disclosures.