Canopy
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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 They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up.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
Ernest C.
The Timer Keeps Me Focused and On Track
Daniel H.
Win at what you do daily. Forgive yourself when you don’t daily. Praise your fellow person when they are winning as needed. Don’t forget to breathe constantly!All-in-One Platform for Client Docs, Billing, Communication, and Tasks
Molly M.
Experienced CPA with 30+ years of expertise in tax and accounting services.Makes Client Tax Document Uploads Effortless During Tax Season
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.