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.