Canopy 4+

Accounting Practice Software

Canopy Tax

    • 4.8 • 458 Ratings
    • Free

Screenshots

Description

Canopy streamlines your work so you can help more clients. With the Canopy mobile app you can access your tax practice from anywhere.

Stay connected to contacts
Whether you’re at your desk or on-the-go, get up to speed on client relationships, record notes, and communicate over native phone, messenger, and email apps.

Take your files anywhere
Be prepared for any client or IRS call with mobile access to your files. Scan documents, capture photos from the app, and transfer files between Box, Dropbox, Google Drive, and more.

Manage client tasks
Create new tasks/subtasks or view and manage all client tasks by changing statuses, adding files or adding notes. Time tracking is also built into the app to track hours spent on projects.

Security built for mobile
Protect your data with two-factor authentication, encryption, and Touch or Face ID. Manage devices and revoke access if one is lost or stolen.

About Canopy
Canopy’s full suite of products includes Practice Management, Tax Resolution, and Firm Management. Each of our products automates busywork and connects your entire practice so you can focus on building your business.

What’s New

Version 1.32.4

Updates to the task filter groups and a few other bug fixes/optimizations.

Ratings and Reviews

4.8 out of 5
458 Ratings

458 Ratings

Kellydfarias ,

Accounting office

We have been able to adapt r really well to canopy as part of our practice. It’s convenient and practical to have all clients info concentrated in one place and to provide them their own login access to the clients portal. I tell them that our office provides them with their very own digital file vault with our office where their information is securely stored and accessible at any time. It’s really been great. I’d love to see the clients ability to submit requests to the office through the same platform in the future.

Curtis-Tax ,

2 Months and more grateful

We have been implementing Canopy into our practice over the past two months. There has been a painful learning curve and there are issues that can use refinement, however, the development team continues to make significant improvements and support has been incredible at helping with the learning curve. No regrets!
Primary reason migrating from previous client-portal was for better user-interface. So far, feedback from even the non-techy clients is very positive!

Developer Response ,

So glad you are finding Canopy to be valuable and that the mobile app helps you and your clients be more efficient. If you ever have any suggestions you might want to see in the app, please go to the settings area and submit them.

Francis-Joseph ,

Absolute best firm mgmt software and team

You guys at Canopy really are the best and I feel that I can ask for assistance and you don’t just provide feedback, you literally update the software to fix things that I come across. I’ve never had a company take tech issues so seriously. I feel this last update was just for me (at least that’s how it feels) and I’m so happy I moved to Canopy. I’m excited for a lifelong journey with you all!! :)

Developer Response ,

Thanks for your kind words! We're glad to have you as a raving fan and hopefully the mobile app is a game-changer for your firm.

App Privacy

The developer, Canopy Tax, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Location
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Wallet

    Get all of your passes, tickets, cards, and more in one place.

  • Siri

    Get things done within this app using just your voice.

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