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Canopy

An accounting practice management tool that makes it easy to connect with clients and grow your business

9.4

107 Votes

  • Category ERP Software
  • Price Client Management: Starting at $89.00 a month paid annually
  • Languages English

Efficient Tax Resolution and Practice Management Software

Canopy is a robust software designed to streamline tax resolution and tax practice management operations. It offers an all-in-one platform that incorporates a variety of features that are beneficial to tax professionals and their clients.

Key Features and Functionality

Canopy comes packed with numerous features that help to manage and resolve tax issues efficiently. It provides a client portal, document management, time & billing, task management, and workflows. The software also includes a tax resolution toolkit, which enables users to resolve tax issues effectively.

One of the key features of Canopy is its intuitive and user-friendly interface. The software is easy to navigate, which makes it suitable for users who are not tech-savvy. It also offers a mobile app, allowing users to access the platform from anywhere at any time.

Performance and Ease of Use

In terms of performance, Canopy is fast and reliable. It offers seamless integration with other platforms, and the software is regularly updated to ensure optimal performance. The customer support team is responsive and provides prompt assistance when needed.

The software's ease of use is one of its major strengths. It offers a simple, yet sophisticated, design that allows users to manage tasks efficiently. The software is also designed to simplify complex tax issues, making it easier for users to handle their tax resolution tasks.

Value for Money

Canopy offers a flexible pricing model, which makes it suitable for businesses of all sizes. Despite its comprehensive set of features, the software is reasonably priced. This, coupled with its efficiency and ease of use, makes it a worthwhile investment for tax professionals.

Final Thoughts

Overall, Canopy is a versatile and reliable tax resolution and practice management software. It is designed to simplify the process of resolving tax issues, and it offers a wide range of features that help to streamline tax practice operations. For tax professionals looking for a cost-effective and efficient tool to handle their tax-related tasks, Canopy is a commendable choice.

Company
Canopy
HQ Location
Lehi, UT
Year Founded
2014
LinkedIn® Page
https://www.linkedin.com/company/canopy-inc/about (126 employees)
Top 2 Canopy Alternatives

Avalara

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TaxJar

A tax platform that specializes in sales tax and helping to ensure that you paid enough