Connect everything. Canopy hosts an entire ecosystem of products, all working together, so you can enhance the efficiency of your practice while building stronger connections with your clients. Practice Management
Better client experiences. Provide a more transparent and connected experience for your clients with tools that improve communication and information sharing. Notices
Easy to set up. Easy to use. Every feature in Canopy was built to be smart and intuitive, making onboarding quick and simple.
Focus on what you do best.
Tax Resolution
Smart automation allows you to spend more time solving client problems and less time dealing with busywork.
Work from anywhere. Keep your practice accessible and secure with a cloud-based software that doesn’t require installations, maintenance, or hardware.
Transcripts
CRM
The common thread. Everything in your practice revolves around your clients. Naturally, so does everything in Canopy. Every product in our suite comes equipped with customer relationship management tools to help you keep contacts organized and build more collaborative experiences for your clients.
Contact Management. See every file, note, and activity related to your client on one profile, all organized to meet the needs of your practice.
Client Portal. Create a more collaborative and transparent experience for your clients with a secure and easy-to-use portal.
Perfect synchronization. Practice Management
FEATURES
Get more done with task management, streamlined workflows, and smart automation. Practice Management is one place to run your entire practice.
RELATIONSHIP MANAGEMENT
DOCUMENT MANAGEMENT
Build stronger connections.
Secure your data.
Create a more connected experience, recall important conversations, and track vital info with an easy-to-use client portal, integrated email, and contact management designed for collaboration.
Protect, manage, and exchange files with bank-level security and drag-and-drop simplicity.
PRODUCTIVITY
INVOICING AND PAYMENTS
Hit every deadline.
Get paid.
Keep your team on the same page with coordinated workflows, synchronized calendars, and smart file organization so you can deliver with perfect consistency.
Track time, auto-populate invoices, and receive payments through the portal so you can get rewarded for your hard work, without more hard work.
Client portal Unlimited document management Contact management Time tracking Invoicing and payments Task management Custom workflow templates Integrated email Letter generator Integrated calendar
Learn more at CanopyTax.com/PracticeManagement
Swift solutions. Notices
Keep tabs on every notice through cloud-based organization and tracking. Quickly get up to speed on specific notice requirements and confirm a detailed path for resolution.
Understand the situation.
Take action.
Promptly respond to client questions about time-sensitive notices by searching Canopy’s notice library to understand the implications of specific notices.
Resolve the problem with step-by-step instructions, letter templates, and tools for each notice type, developed by seasoned tax professionals and former IRS employees.
Stay ahead of schedule. FEATURES Notice library Resolution templates Letter templates Status tracking Management dashboard Client portal File storage Contact management
Never let a notice slip through the cracks: assign task owners, track progress based on official deadlines, and see ongoing engagement statuses—all in one place.
Learn more at CanopyTax.com/Notices
Tax Resolution
Effortless outcomes. Shave hours off every case with instant calculations, form auto-population, and a collaborative client portal. It’s tax resolution minus the drudge work.
Canopy assists in cases involving: Offer in Compromise
Installment Agreements
Penalty Abatement
Innocent Spouse
Liens and Levies
Trust Fund Recovery Penalty Currently Not Collectible
FEATURES Outcome assistance Form auto-population Collections analytics
DATA COLLECTION
ANALYTICS
See the big picture.
Find the best solution.
Get a comprehensive look into your client’s financial and tax standing with a client portal and user-friendly client survey.
Canopy instantly calculates smart recommendations based on your client’s unique case.
Client survey Letter templates
RESOLUTION
IRS call guides
Prepare successful cases.
Unlimited document management
Instantly auto-populate every form relevant to your case and receive proven tips on getting your request approved.
Contact management Client portal
Learn more at CanopyTax.com/TaxResolution
2-minute turnarounds. Transcripts
Pull every transcript related to your client in minutes, complete with hundreds of calculations. Plus, it’s free forever.
Bypass inefficiencies. Electronically pull multiple years of IRS transcripts in as little as two minutes.
Swift calculations. Access 40 hours’ worth of transcript calculations including interest, penalties, and CSED calculations, organized by year and personalized to your client.
Smart organization. View transcripts by year, type, and section, so you can easily navigate through years of forms.
Create a free account. CanopyTax.com/Transcripts
Learn more at CanopyTax.com/Transcripts
“After less than three months of using Canopy, I had streamlined my process to the point that I could add $3,500 in monthly recurring revenue.” JAMES FAUGHTENBERRY ATA Group
“Our clients love Canopy. It’s so easy for them to get set up with the portal and upload their documents there.” ROBERT AZAR America’s Choice Bookkeeping & Tax
“Canopy easily saves our admin 20 hours per week.”
CAT CAMPBELL Tower Financial Partners
Take Canopy for a free test drive. CanopyTax.com
PRACTICE MANAGEMENT
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NOTICES
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TAX RESOLUTION
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We’re working to eliminate every time-draining element of tax work that doesn’t utilize the analytical and strategic skills of accountants and tax professionals.
Kurt Avarell, CEO & Founder
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TRANSCRIPTS