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What is Canopy?

Canopy is a tax resolution and practice management platform designed for tax professionals, accountants, and tax attorneys. It aims to simplify tax working and tax engagements, enabling users to organize their workflows, tasks, documents, billing,  and invoicing. Canopy also allows users to organize and manage their contacts and link their clients to other relevant contacts. In addition, it offers a client portal, where their clients will be able to share files with them and answer surveys.

As a tax resolution software, Canopy enables users to instantly find the best course of action for their clients who are involved in cases such as penalty abatement, innocent spouse, liens, levies, and trust fund recovery. Through the aid of its collection analytics, users will also be able to provide the best collections solution suited for their clients. Last but not the least, Canopy offers an unlimited storage of any type of files: spreadsheets, .jpeg, or .mov files.

Overview of Canopy benefits

One of the powerful features of Canopy is its tax resolution analytics. This feature allows users to determine the best course of action for their clients’ cases. The tax resolution analytics of the software is guided by resolution service assistants, which are automated helpers that provide possible outcomes based on client’s’ information and answers to calculated questions related to a client.

Users furthermore receive notifications for any relevant information that might affect their client’s case. An example of this is when the amount claimed exceeds the IRS (Internal Revenue Service)  Standards. As the tax resolution service assistants recommend outcomes, users will be able to compare these possible outcomes and identify the best resolution for cases: penalty abatement, innocent spouse, liens, levies, and trust fund recovery.

This feature is also implemented in providing collections resolution for clients. Based on information gathered from client surveys and source forms, collection insights are automatically generated and outcomes or results are automatically calculated.

Features

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Pricing

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Compare

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