Canopy is building sophisticated, cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of client information and documents, robust tax analytics, auto-completion of tax forms, and more.
"Canopy gave me back at least four hours a day. That means a lot, especially when you have 60-80 hour work weeks."
“With 20 clients, maybe you could do all of this manually but you start to get to 50 or more [which we have] and someone does leave [the firm] you’re going to lose that connection. Also, if someone new comes in, they can see how it worked the last time; the work papers, the whole workflow, it makes it really easy [for a new hire] to pick things up and provide that same service.”
"Canopy better serves our needs, has more efficiencies, and it's better cost saving when we take it in and aggregate to all of our other tools."
Read Canopy Reviews, Testimonials & Customer References from 30 real Canopy customers.
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