FAQ
Questions, answered.
The things designers, owners, and bookkeepers usually want to know before they sign up.
Getting started
- I'm on DesignFiles. Can I move my stuff over?
- Yes. CoCanvas has a DesignFiles migration importer - both a self-serve path and a concierge option where we help bring your data across. (Coming from a different tool? Email info@cocanvas.studio - we'll help you figure out the best path over.)
- Does it actually sync to QuickBooks?
- Yes - QuickBooks Online sync is live. Invoices and payments flow to your books so you're not entering them twice.
- Do you do the sourcing/clipping thing, or do I re-enter products?
- You enter a product once. There's a Chrome extension (the Product Clipper) that clips products from vendor sites straight into your library, and that one record then drives your moodboards, purchase orders, spec sheets, and invoices. That's the core of how CoCanvas works.
Pricing
- How is pricing structured?
- Flat fee per plan - billed monthly or annually, your choice - with a hard cap on seats - Solo (1), Studio (5), Practice (10), Collective (25), Enterprise (26+, contact us). Every plan is fully featured; the only difference is team size. No per-seat billing and no overage charges. Bring on help without your bill jumping.
- What's the difference between the tiers - do I lose features on the smaller plan?
- No. Every tier has every feature. You're only choosing how many people get a seat. Move up a tier when your team grows.
Client portal & team
- Can my clients see and approve work without a login mess?
- Yes. Each firm gets a branded client portal at its own address - cocanvas.studio/your-firm/portal. Clients sign in, view their project and moodboards, answer questionnaires, and approve or comment - no email back-and-forth, no version confusion.
- Can my whole team use it - my PM, my bookkeeper?
- Yes. CoCanvas has five roles - Owner, Admin, Designer, Project Manager, Bookkeeper - so people only touch what they should. Invite teammates up to your plan's seat cap.
AI assistants
- Can I connect Claude or ChatGPT to CoCanvas?
- Yes. Claude or ChatGPT connects to your firm at one URL. You grant it up to two permissions - Look things up, and Draft and add things - and can change or disconnect it at any time, instantly. It runs as you, so it can never reach more than your own role can, and a connected assistant never sees your financials. There's also CC, the assistant built into every dashboard page, with nothing to set up.
- What can an assistant never do?
- Send an invoice or purchase order, record or refund a payment, message a client or vendor, delete anything, or change your team, billing, or integrations. Those actions have no tool at all - they aren't switched off, they were never built - so they stay with a person in CoCanvas. Anything an assistant drafts lands as a draft you approve.