Canopy

Canopy is designed to streamline the work of accountants and tax professionals by bringing together all the essential tools they need in one place. Whether you're handling client management, document organization, or even tax resolution, Canopy offers a comprehensive solution that simplifies your daily tasks.

One of the standout features is its intuitive client portal, making it easy for you to communicate and collaborate with clients. The portal allows clients to upload documents, answer questionnaires, and e-sign forms, all from a single, user-friendly interface. This eliminates the back-and-forth emails and helps keep everything organized and accessible.

Canopy also includes robust document management capabilities. You can store, sort, and categorize documents quickly, and even share them securely with clients or team members when needed. Its practice management tools, such as workflow automation and task tracking, help ensure that every project stays on schedule and nothing falls through the cracks.

For tax resolution, Canopy offers specialized tools that guide you through every step of the resolution process. This includes everything from gathering client information to negotiating with the IRS. Its tax analytics features help you analyze and plan effectively, giving you a clear picture of your client's tax situation.

Integrations with popular software like QuickBooks and Xero make Canopy even more powerful, allowing seamless data transfer and saving you time on manual entry. Plus, it's all backed by excellent customer support to help you get the most out of the software.

In essence, Canopy takes the complexity out of managing an accounting or tax practice by putting everything you need under one roof, so you can spend more time focusing on what matters most - serving your clients.