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Canopy

Name: Canopy
Rating: 4.5 (2 reviews)

By Canopy

911 Interested

Highlights : About Canopy

Recommendations and resources

Task workflow creation

Instant transcript delivery

About Canopy

Canopy is an all-in-one tax resolution and practice management platform that helps accountants, tax professionals and tax attorneys manage their practice, collaborate with their team and clients, and streamline tax engagements. The solution helps users stay organized with tasks, create customized workflows, and handle client billing and invoicing. Canopy’s client management features allow users to securely upload and store documents of virtually any file type, as well as track clients, tasks, surveys and notes in a centralized location. An easy-to-digest roadmap helps keep track of cases and engagements by displaying progress charts, survey statuses and relevant deadlines. Tax resolution analytics help determine the best course of action by manipulating numbers to test and compare potential outcomes. Canopy notifies users of relevant information that could affect their client’s case, such as if an amount claimed exceeds IRS standards. IRS form surveys intuitively offer only the questions that are relevant to the client and case, including smart auto-population features. Canopy quickly retrieves transcripts from the IRS, and breaks them down into easy-to-understand reports and documents such as account overview, wage and income, CSED calculations, and more. Users are able to send their clients an invite to their own portal, where they can log in to fill out surveys, see progress, upload and exchange files, pay invoices, and more.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Billing & invoicing

Tax resolution analytics

IRS form auto-population

Transcript delivery & reporting

Custom service workflows

Auto-populated IRS forms

Various file types

Add collaborators / collaboration

Instant transcript delivery

Reports and documents

Year and section filters

Automatic to-do lists

Task workflow creation

Custom service workflows

Recommendations and resources

Surveys & survey status

Benefits

Canopy helps save time on redundancies with online client surveys, auto-populated IRS forms, smart tax analytics, and a dynamic client portal.

Timelines help users and teams keep track of what every user has done for each case and when, eliminating confusion and increasing transparency within the practice.

Canopy users are able to skip through reports quickly using year and section filters, as well as save each version with the date for quick reference.

The solution allows users to create custom service workflows that can be applied to clients, and have all relevant tasks added automatically.

Users can create professional invoices and deliver them to their clients' email inbox, receive payments online, as well as follow up on any overdue payments.

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