Many states have been affected by recent natural disasters. Here are the few we know who have been granted deadline extensions by the IRS.
1 min read
Many states affected by recent natural disasters, including Hurricane Ida, have received tax extension deadline...extensions.
Here are the states that have announced new deadlines. We will update this as more announcements are made, but let's hope for the sake of your sanity, things will calm down and we can regain some sense of control.
California - Nov. 15 (Wildfires)
Louisiana - Jan. 3, 2022 (Hurricane Ida)
Michigan - Nov. 1 (Flooding, tornadoes)
Mississippi - Nov. 1 (Hurricane Ida; designated areas only)
New Jersey - Jan. 3, 2022 (Hurricane Ida; designated areas only)
New York - Jan. 3, 2022 (Hurricane Ida; designated areas only)
North Carolina - Dec. 15 (Tropical Storm Fred)
Tennessee - Jan. 3, 2022 (Flooding)
Canopy is sending well wishes for all those affected by these disasters.
Explore more of our recent Articles, User Stories, and Ebooks.
6 min read
4 min read
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.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.