Canopy
- 2 profiles
- 4 categories
All Products & Services
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 They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up.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 Reviews
Margaret M.
OwnerSmall-Business (50 or fewer emp.)Canopy Keeps All Client Info in One Place—Making a Paperless, Remote Practice Easy
Ryan E.
PresidentSmall-Business (50 or fewer emp.)Intuitive and Centralized Client Management with Canopy
Carla G.
Director of Tax and AccountingMid-Market (51-1000 emp.)Secure Client Communication and Document Sharing in One Place
About
What is Canopy?
Canopy 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.