Who Uses This Software?

Tax Professionals, Accountants, Tax Attorneys, Enrolled Agents


Average Ratings

2 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $50.00/month/user
    See pricing details
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • Canopy Tax
  • www.canopytax.com/
  • Founded 2013
  • United States

About Canopy Tax

Canopy is an all-in-one practice management software that helps accountants and tax professionals seamlessly manage their practice, workflow, and clients. Stay organized with tasks, trackable engagements, customized workflows, and client and prospect segmentation. Securely and effortlessly gather client documents and information through a dynamic client portal, and schedule automated follow-up to gently remind clients of outstanding requests. Canopy makes taxing work simple. Try it free today!


Canopy Tax Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Multi-Currency
  • Payroll
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Trust Accounting

Canopy Tax Reviews Recently Reviewed!

Gone with the hour long phone calls to the IRS

Nov 07, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I can get IRS transcripts with ease and not have to sit on hold with an IRS agent. It's as simple as get a POA, submit it, make a request for transcripts and a few days later, there they are!

Cons: It can sometimes be difficult to navigate. I find it hard to print transcripts when I want to. But overall, it's somewhat self-explanatory.

Overall: Ease of retrieval of transcripts from the IRS.

New Customer

Feb 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use.

Overall: I am exceptionally pleased with my use of Canopy software. It has made completing, reviewing, and updating offer in compromises for the IRS easier. I also love the look of the reports produced by the tranacript delivery system.