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Practice Management Tax Resolution Pricing More Resources Blog Ebooks Industry Forum CPE & CE Courses Switch to Canopy Support Knowledge Base Product Tutorials Product Updates Contact Us Phone: 855.616.7305 Log In Get a Demo It’s Time to Streamline Your Firm. Practice management software for accounting firms Learn More Get a Demo -- PRACTICE MANAGEMENT Keep Your Team Organized . Productivity Productivity Workflow Workflow Document Management Document Management CRM CRM Communication Communication Make the most of your time. See your team’s daily progress at a bird’s eye view. Budget hours, track time, and delegate tasks easily. Includes: Task-based time tracking Productivity dashboard In-app timer Learn More Get a Demo Get all the details you need. Streamline your workflow by utilizing templates for letters, client requests, and ongoing projects. Utilize the task dashboard to track your team’s daily workload. Use workflow to enable every person in your firm to clearly understand what they’re working on at any given time. Learn More Get a Demo Centralized file organization. Establish a central hub of documentation for your firm with organized, custom folder structures. Drag and drop, print, or scan files directly to client folders—all without ever worrying about storage limits. Learn More Get a Demo Comprehensive contact info. Manage all of your contacts’ information from one place, and display the information that matters most to your firm with custom fields and filters. Learn More Get a Demo Email made efficient. Track communication between you, your team, and your clients in one place. Plus, send bulk emails with just a click. Learn More Get a Demo PRACTICE MANAGEMENT Create a Connected Client Experience. Client Portal Client Portal Secure File Exchange Secure File Exchange E-signature E-signature Payments Payments Client interactions in one place. Stay in sync with your clients, through a custom-branded portal where they’ll have access to everything relevant to their case, including: Invoices Requests Files Payments Esign The client portal is available on both Android and iOS mobile devices. Learn More Get a Demo Protect client data. All files are encrypted with bank-level security so you and your clients can securely share files back and forth. Plus, you’re in control of which documents clients and staff have access to—adding or removing permissions at any time. Learn More Get a Demo Signatures on the spot. Collect electronic signatures, authenticated with Knowledge-based authentication, from your clients without trying to match schedules. Learn More Get a Demo Payments without the hassle. Automate recurring payments, conveniently save client payment information, and enjoy a simple, flat processing rate. Also includes a dashboard overview and the ability to export to your books. Learn More Get a Demo Mobile App. Manage your firm from anywhere with your mobile device. Keep up with clients and team by: Accessing client information Taking notes Uploading and sharing files Organizing folders Client Portal App. Modernize how your clients interact with your firm. Clients will be able to securely share files, complete a to-do list for their case, esign documents, view invoices, and make payments all from their mobile device. TAX RESOLUTION Get Clients Back on Track With the IRS. Notices Quickly respond to every notice that passes through your firm. Includes step-by-step task lists for hundreds of federal and state notices and status updates for notices that are actively being worked on. Transcripts Pull your client’s complete tax history with automated calculations and comprehensive, easy-to-read reports without disrupting your firm’s workflow. Collections With instant calculations, analysis tools, and form auto-population, you can resolve collections cases without spending hours on IRM research. Includes Offer in Compromise, Currently Not Collectible, Installment Agreement, liens, and levies. And More Find a faster path to resolution for a variety of post-filing cases including Penalty Abatement, Trust Fund Recovery, and Innocent Spouse using smart recommendations and templates. Learn More Get a Demo "Canopy helped us transition to WFH almost seamlessly!” Jennifer Mitchell "Canopy has appealed widely to clients who are into technology—they no longer have to mail documents, they’re able to interact with us in a real-time manner. It makes the process simpler and less painful when dealing with taxes.” Northwest Tax Associates "What I love most about Canopy is the ease of use and how quick it is to communicate back and forth with our tax agent. She can easily upload a file that I need to review or sign.” Connie S. "Canopy takes the headaches out of client management by offering a way to keep client info organized.” Danny N. See how we can help your Firm. Submit this form, and we will be in touch soon. We Care About Your Security We are committed to the security of your data. Canopy uses 128-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. An audited SOC2 report is available upon request. Sign up for updates 855.616.7305 Products Practice Management Tax Resolution Pricing Company About Careers Our Team Contact Us Resources Support Community Blog Ebooks & Guides Case Studies More Desktop Assistant Integrations Developers Our Mobile Apps Affiliate Program Terms & Conditions Privacy Google Data Use Disclosure Get your free demo of Canopy. Submit this form, and we will be in touch soon to give you a custom demo. Thank you. Set a time for one of our product specialists to give you a guided tour practice....