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Jul 16, 2019 4 min read

Canopy Launches Improved Workflow Experience and Tax Professional Community

Canopy’s solutions are easier to use with an upgraded UI and a more collaborative environment.

Canopy Launches Improved Workflow Experience and Tax Professional Community

July 16, 2019

LEHI, Utah--()--Canopy, the leading cloud-based software helping tax and accounting professionals streamline their practice, announced enhancements to its workflow experience to improve collaboration and productivity. Additionally, Canopy introduced Community, a collaborative space for accountants to share information and insights.

“We’ve released numerous feature improvements and new products this year including Tax Prep, Payments, and a mobile app,” said Kurt Avarell, CEO and Founder, Canopy. “The unveiling of our latest workflow enhancements increases user performance and makes their experience more enjoyable.”

“In addition, our supportive community is a place where tax and accounting professionals can share insights and ask questions and be a valuable resource for quick solutions to complicated problems in the field,” continued Avarell.

Improved Workflow Experience

With the latest workflow design, accounting firms can manage more complex projects, while improving team collaboration and productivity. Projects are managed through a dedicated workspace that includes tasks, files, and tools in one place and supports advanced workflows with multiple services, hand-offs, and teammates.

Practitioners can leverage an array of tools including reminders, notes, and file attachments. Canopy will be adding additional features to improve client interaction in the coming months including comments, engagement letters, e-signature requests, and file requests.

This update complements existing workflow capabilities like progress tracking, job assignment and coordination, tasks templates, and bulk task creation.

Canopy Community

Canopy Community is an all-inclusive networking platform dedicated to building and nourishing the accounting community. Free for anyone who wants to join, accounting professionals are welcome to ask questions, review past discussions, help other accountants, share insights and access enrollment details for open courses.

About Canopy

Canopy is a cloud-based practice management, tax resolution and preparation software. The modern, easy-to-use software cuts out tax practice busywork, improves the client experience, and brings all the different tools a practitioner needs under one roof. Canopy is also known for its 2-minute IRS Transcripts Tool. Canopy was founded by Kurt Avarell, who walked away from his career as a Wall Street tax attorney to launch Canopy from his basement in 2014.

Learn more at and @CanopyTax.


mPR for Canopy
Jenny Olson, 310-773-2568


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