Collaborate with your team and clients, streamline tax engagements, and get paid in a modern, professional way.
Tax practice management
Manage and share tasks, clients, engagements, and documents, all in one place, and accessible from any computer.
Tax resolution workflow
One survey auto-populates all the IRS forms you need, and Canopy’s planning analytics help you compare paths to decide the best plan of action.
Modern billing & invoicing
Invoices, credits, and statements are convenient to generate and send to clients, with savable line items and more.
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