Overview
What is Canopy?
Canopy is tax practice management software from Canopy, Inc., with accounting functionality designed for tax professionals and their customers. It includes tax resolution analytics, automatic IRS form population, client management, transcript delivery and reporting, custom service workflows, penalty abatement, casework/client…
Recent Reviews
Popular Features
- Complex Tax Scenario Management (5)9.393%
- Compliance Administration Management (6)9.292%
- Tax Document Management (7)8.080%
- 3rd-Party Software Integrations (6)2.121%
Reviewer Pros & Cons
Pricing
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Features
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Product Details
- About
- Tech Details
What is Canopy?
Canopy is tax practice management software from Canopy, Inc., with accounting functionality designed for tax professionals and their customers. It includes tax resolution analytics, automatic IRS form population, client management, transcript delivery and reporting, custom service workflows, penalty abatement, casework/client engagement tracking, client portals, and billing and invoicing capabilities.
Canopy Technical Details
Operating Systems | Unspecified |
---|---|
Mobile Application | No |