Canopy isn’t just a software for tax pros, it’s a software created by tax pros with tax pros in mind. Learn why tax pros love working at Canopy.
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Canopy isn’t just a software for tax pros, it’s a software created by tax pros with tax pros in mind. CPAs, EAs, and preparers from different firms and areas of tax work together on our “SME” (Subject Matter Expert) team to translate tax code and rules into forms within Canopy. They also use their expertise and experience to help find ways to make our accounting practice management software a better solution for tax professionals’ needs.
Among the many perks of being part of the Canopy team, some of the things our SME team loves most about working at Canopy include:
If you’re a tax professional who wants to join a fast-paced, friendly team and help impact the entire accounting industry, let’s talk! You can check out our open positions .
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Lauren Miller is a content writer for Canopy.
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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