Canopy
Why Choose Canopy?
You should choose this if you’re looking to modernize your accounting firm with easy-to-use, cloud-based practice management. Canopy’s automation, client portals, and tax resolution features help you save time and build better client relationships without the usual stress.
Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.How do you position yourself against your competitors?Bring your accounting firm into this millennium with Canopy. Modern, easy-to-use, cloud-based practice management for accounting firms. The Practice Management Suite is built to suit your firm and offers everything needed to run a modern accounting firm, including Client Management, Time & Billing, Document Management, Tax Resolution, Engagements & Proposals, Payments and more.
Canopy Introduction
What is Canopy?
Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accounting firms. Sending proposals, accepting payments, and everything in between - without extra logins, excessive clicks, or stress. The Practice Management Suite is built to suit your firm and offers everything needed to run a modern accounting firm, including Client Management, Time & Billing, Document Management, Tax Resolution (to name a few) and the workflows and automations to make it all easier. Unlock efficiency. Unlock meaningful client relationships. Unlock easily uploaded documents, automation, faster payments, and even AI. With Canopy, you can unlock the firm you’ve always wanted. Try Canopy for free for 15 days or talk with an account executive for a customized demo.
How to use Canopy?
Visit website for more info
Why Choose Canopy?
You should choose this if you’re looking to modernize your accounting firm with easy-to-use, cloud-based practice management. Canopy’s automation, client portals, and tax resolution features help you save time and build better client relationships without the usual stress.
Canopy Features
Communication
- ✓Client Portals
- ✓Automation
- ✓Consolidation
Collaboration
- ✓Collaboration
- ✓Tasks
Billing
- ✓Reporting
- ✓Invoices
Onboarding
- ✓Templates
- ✓Checklists
- ✓New Client
Visibility
- ✓Job Status
- ✓Metrics
- ✓File Organization
- ✓Audit Trail
- ✓Notifications
Pricing
Time & Billing*
*Client Management required.
- ✓ Invoicing
- ✓ Time tracking
- ✓ Reporting
- ✓ Payments
Transcripts & Notices
No description available.
- ✓ IRS integration
- ✓ Transcript retrieval
- ✓ Notice template library
- ✓ Tax Resolution