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 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."
“It's our hub for everything — it controls our workflow, it controls our clients' communication, it is our server, if you will, for client documents and storage. It's really the …
"Canopy lets me work so much faster and makes me so much more productive - Canopy saves me at least an hour every time I pull a transcript."
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