Pro comes with built-in features, but its cost still depends on your number of clients and add-ons.Standard is free if all you have is Client Management, but it will cost more depending on your add-ons.Client Management is free for your first 500 clients, with unlimited users.Client Management, Document Management, Workflow, Time & Billing, and Transcript & Notices are their feature sets, with Client Management being your starting option in the Standard plan.Canopy is very budget-friendly for small teams, startups and freelancers growing their client base. Pricing is entirely based on a user’s number of clients, and it offers its service for free if you have 500 or fewer clients. Its capabilities are specific to the practice management needs of the different cases you have, like tax resolution and billing. The way Canopy offers its services is different from other project management tools. Minimal support for all plans but Enterprise.Ĭanopy: Best for cost saving with a large client base Image: Canopy.Automation for easy task assignment, scheduling and notifications.Built-in tutorials for faster learning.Estimates for time and budgets to relieve financial stress.Stacking with features to connect with clients and improve daily workloads.Karbon AI for simplifying communication with clients.Integrations with Zapier, Gmail and Microsoft Exchange.Storage for documents, from 2GB to 20GB.Built-in time tracking on Karbon or with QuickBooks Time integration.Client management and contact management capabilities. ![]()
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