Both you and your client will save time and increase accuracy with the new 2022 organizer updates.
2 min read
Not only do you have an organizer that reflects the changes for the tax year, but we also have some major improvements to the organizer itself! Including the addition of a business organizer.
Collecting tax information correctly and quickly is a value you know too well. Updated organizers that are easy to read and fill out mean more accurate data and in a more timely manner.
This also means less back and forth between you and your clients. With consolidated sections and help information, a client can get through the organizer with less friction.
To learn more about the individual organizer, click here.
To learn more about the business organizer, click here.
To learn more about completing a business organizer, click here.
Available in Canopy’s Client Management module.
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