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 They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up.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.
Canopy is the rules-based supplier management platform that provides complete visibility of your supplier information and removes the administrative burden of supplier management. It achieves this by aggregating supplier data into a trusted vendor master record. It then leverages this data to automate your business processes. By eliminating the manual effort required to manage suppliers, Canopy saves time, reduces cost, and allows you to realise the strategic opportunities from supply chain.
Canopy provides valuable reporting tools that enhance the ability to deliver insightful information, making it easier for users to manage client data effectively. The platform's APIs simplify client imports while maintaining data integrity, which is crucial for efficient workflows.
View Full ReviewCanopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as minutes. Everything we do revolves around improving the quality of life for accounting and tax professionals.