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 They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up.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.

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

9.4/10 (Expert Score) ★★★★★
Product is rated as #4 in category 1065 Tax Software
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Streamline your firm and connect with your clients using Canopy’s cloud-based suite of practice management features.

Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and connect with your clients using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices.

Canopy’s client management features allow users to securely upload and store documents of virtually any file type, as well as track clients, tasks, surveys, and notes in a centralized location. An easy-to-digest roadmap helps keep track of cases and engagements by displaying progress charts, survey statuses, and relevant deadlines.

Tax resolution analytics help determine the best course of action by manipulating numbers to test and compare potential outcomes. Canopy notifies users of relevant information that could affect their client’s case, such as if an amount claimed exceeds IRS standards. IRS form surveys intuitively offer only the questions that are relevant to the client and case, including smart auto-population features.

Canopy quickly retrieves transcripts from the IRS, and breaks them down into easy-to-understand reports and documents such as account overview, wage and income, CSED calculations, and more. Users are able to send their clients an invite to their own portal, where they can log in to fill out surveys, see progress, upload and exchange files, pay invoices, and more.
Use Canopy totally free with up to 20 contacts. Start your free account today.

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Customer Reviews

Canopy Reviews

Tanya B.

Advanced user of Canopy
Canopy is so convenient, but it became a Godsend during the pandemic!

What do you like best?

Canopy makes it so easy for my clients to send me records and for me to organize them. The transcript application is also very easy to use and creates great reports that organizes the IRS information into a readable format. I have also used the super convenient email templates to send out notifications to clients.

What do you dislike?

Some of the features aren't as intuitive as others to figure out how to use. At times I could use a little more on hands help. There is likely a lot of functionality that I don't even know how to use.

Recommendations to others considering the product:

Invest time in learning all the features!

What problems are you solving with the product? What benefits have you realized?

Transmitting documents securely is critical at all times, and Canopy does that. But when the Pandemic hit, my clients that previously preferred the in-person drop off were able to pivot to the electronic exchange very easily.

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