Canopy Expands into New HQ, Plans to Double Workforce
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Canopy's new education platform offers unlimited, free CPE and CE courses for accounting professionals. Learn how to access it here!
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Lehi, UT - November 1, 2018 - Canopy, the leading cloud-based practice management platform for tax and accounting professionals, announced a new online CPE platform, a robust and innovative education resource to earn CPE and CE credits. With a mission to simplify the lives of tax professionals and accountants, Canopy views providing easy-to-access education as a critical component to fulfilling that mission. Each course is carefully curated and delivers high-quality tax, accounting and non-technical information presented by leading industry experts. This new platform, combined with Canopy’s already existing software solutions, provides a complete package for practitioners who want to modernize their practice and further their professional development.
“For accounting professionals, the requirements for ongoing education can be burdensome when added to the demands of the profession,” said Kurt Avarell, founder and CEO, Canopy. “Our goal with this education platform is to make the process of obtaining continuing education as easy and beneficial as possible.”
Canopy’s CPE courses provide industry professionals with:
To learn more visit, https://www.getcanopy.com/courses/.
About Canopy
Canopy is a cloud-based practice management and tax resolution 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 free 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 www.getcanopy.com/ and @CanopyTax.
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Media contact
Jenny Olson
mPR for Canopy
310-773-2568
jenny@mpublicrelations.com
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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