How much does Canopy cost?

Per Canopy's pricing page (Oct 2026), Standard is $74, Plus is $109, and Premium is $149 per user per month with annual billing. Enterprise pricing is not public. Add-ons such as tax workflow automation are priced separately. Check their site for current pricing.

Do my clients need to create an account with DocTick?

No. Clients get a magic link by email, see their checklist, and upload from a phone or computer. No account or password is needed.

Where does DocTick store my clients' files?

In your own Google Drive, organized in folders. DocTick uses the restricted drive.file scope, so it can only access files it creates.

For Tax & Accounting Firms

✨ DocTick vs Canopy

A Lightweight Canopy Alternative for Collecting Client Documents

Canopy is a full practice management suite. If you only need clients to send you documents, DocTick gives you an itemized checklist, magic-link uploads, and files saved to your own Google Drive for $14.99/mo.

Zero storage liability Direct Google Drive sync No client passwords or apps

The Transparent Verdict

Which one is right for your firm?

We believe in honest software recommendations. Here is how to choose between Canopy and DocTick.

Choose Canopy if:

Canopy

1You want one platform for CRM, document management, e-signature, task workflows, and invoicing and payments.
2You need e-signatures with identity verification (KBA) built in.
3You want a branded client portal, optionally on your own domain, plus secure messaging.
4You want to run capacity planning, reporting, and automation for a multi-person firm.

Choose DocTick if:

Recommended

You mainly need a reliable way to collect W-2s, 1099s, IDs, and financial records from clients.
You want client files saved directly in your own Google Drive, organized in folders.
You want clients to upload from a magic link, with no account or password.
You prefer a free plan or $14.99/month without a per-user annual commitment.

Side-by-Side Breakdown

Feature Comparison: DocTick vs Canopy

See exactly how features, client workflows, and architectures compare.

← Swipe horizontally to view full table →

Feature / Capability	DocTick Our Pick	Canopy
Starting Price Canopy's price includes a full suite; DocTick covers document collection only.	Free Starter or $14.99 / month Pro	$74 / user / month (Standard), billed annually
Document Requests & Checklists	Itemized checklist with approve or reject-with-note per item	Document requests, checklists, and automated reminders
Where Files Are Stored If you already live in Google Drive, files stay there with DocTick.	Your own Google Drive, in folders	Canopy document management with folder-level permissions and virtual drive access
Automated Reminders	Pro plan	Supported
E-Signature	•No	Yes, included in Standard and above; KBA available at $1.25 per credit
Invoicing & Payments	•No	Yes, included in Standard and above
CRM & Task Workflows	•No	Yes, CRM and automated task workflows
Client Messaging	•No	Secure client messaging (listed as beta)
Custom Branding	•Logo and firm branding on Pro	Branded portal, optional custom domain

Cost & Commitment Comparison

Transparent Pricing with No Forced Upfront Contracts

See the real financial difference between committing to Canopy vs flexible month-to-month DocTick.

Canopy Pricing

$74 – $149 / user / month (Standard, Plus, Premium); Enterprise pricing on request

Per user, billed annually (per Canopy's pricing page, Oct 2026)

Commitment: Annual billing; Canopy's pricing page also lists monthly billing with a 20% annual discount

Limits: Savings compare Canopy's per-user annual-billing prices to DocTick Pro at $14.99/month, but Canopy includes CRM, e-signature, invoicing, and workflows that DocTick does not. Check Canopy's site for current pricing.

Save Hundreds Annually

DocTick Pricing

$0 Starter Free or $14.99 / month Pro

Flexible month-to-month; cancel anytime

Solo Savings: About $708 – $1,608 / year

3-Person Firm Savings: About $2,484 – $5,184 / year

Critical Analysis

Why Professionals Are Moving to DocTick

A Suite vs. a Single-Purpose Tool

Canopy's pricing page lists CRM, document management and e-signature, a client portal with secure messaging, automated task workflows, and invoicing and payments in its entry plan. Higher plans add roles and access controls, capacity planning, custom reporting, and advanced workflows. DocTick does one thing: it sends a client an itemized checklist, they upload from a phone or computer, and you approve each item or reject it with a note. If your firm already has a CRM, billing, and e-signature setup, or you do not need them, paying per user for a suite to collect documents may be more than you need. If you want those tools in one place, Canopy is the stronger fit.

Where Your Files Live

With DocTick, uploaded files go into your own Google Drive, organized in folders, using the restricted drive.file scope. You can open them with the Drive tools you already use. Canopy stores documents in its own document management system, with folder-level permissions and virtual drive access from your file explorer. That is a real advantage if you want document management tied to client records in one platform. Check Canopy's site for storage terms.

Cost Comparison

Canopy's pricing page lists Standard at $74, Plus at $109, and Premium at $149 per user per month with annual billing, and Enterprise pricing is not published. At the Standard rate, one user is roughly $888 per year. DocTick is free for up to 3 active requests, or $14.99/month for Pro with unlimited requests, automated reminders, and custom branding. DocTick is month-to-month, so you can cancel anytime. The two are not like-for-like: Canopy's price includes tools DocTick does not offer.

Common Questions

Frequently Asked Questions

Everything you need to know about switching from Canopy to DocTick.

Only for document collection. DocTick has no CRM, e-signatures, invoicing, practice or workflow management, or client messaging. If you use Canopy mostly to request and receive client documents, DocTick covers that. If you rely on the rest of the suite, keep Canopy.