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Product Release: Tax Prep

Canopy’s Tax Prep includes seamless workflows that make the entire preparation process more efficient, so you can help more clients every tax season.

1 min read

Micala Ricketts

Micala Ricketts

We are excited to announce the release of the newest product joining Canopy’s cloud-based suite: Tax Prep. Our goal is to help you streamline tax season. Canopy’s Tax Prep includes seamless workflows that make the entire preparation process more efficient, so you can help more clients every tax season in less time. Let’s take a closer look.

Better workflows and experiences

Accelerate turnaround times with tools that streamline data collection, document delivery, and IRS e-Filing. In more detail, you can:

  • Easily gather files and communicate with clients
  • Securely deliver tax returns and e-sign federal and state e-file authorization forms
  • Automatically collect banking details to facilitate payments and refunds

Canopy Tax Prep

Modern look and navigation

Canopy was built by accountants for accountants. With a user-centered, intuitive design and simple navigation, including hotkeys, you’ll be able to prepare returns with speed and ease.

Additionally, you can save time by answering contextually-related questions at the same time without switching between forms and by only completing fields that are necessary for each client’s situation. Canopy uses simple questions to dynamically add the right fields, so you don’t have to worry about which forms to add.

Canopy Tax Prep

Work without disruption

Canopy is cloud-based and accessible from anywhere, anytime. That means no servers, installations, or updates required. Plus, the cloud offers secure storage for tax documents and other important client information.

All-in-one solution

With the addition of Tax Prep, Canopy now offers a holistic tax and accounting solution. With integrated products, Practice Management and Tax Resolution, you’ll have everything you need to run your entire practice from one platform.

Tax Prep is now available to try. Currently, you can file the 2018 Federal 1040 and individual tax returns in 24 states for free.

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96% of Customers Would Recommend Canopy to a Friend or Colleague.

  • Danny N.

    Canopy takes the headaches out of client management by offering a way to keep client info organized.

  • John M.

    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.

  • CHRIS T.

    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.

  • Bernadette S.

    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.

  • Mark B.

    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.

  • Antonietta C.

    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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