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.
Categories & Use Cases
Videos
Technical Details
| Mobile Application | No |
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FAQs
What is Canopy's best feature?
Reviewers rate Sales and Use Taxes, Energy and Fuel Taxes, and Tax Exemption Processing highest, with a score of 10.