Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accounting and tax professionals.
Resources from Canopy Tax
Thursday, June 23, 2022 Canopy Tax
Build The Ultimate ROI Machine for Your Accounting Firm
In this eBook, you’ll uncover the ways you can leverage a variety of tools by connecting them to a single practice management hub. Download now and jumpstart the ROI you’re getting from your technology.
Tuesday, June 21, 2022 Canopy Tax
Ultimate Guide to CAS for Modern Accountants
Download this free eBook to learn all about what advisory accounting is and what it can do for your clients—and your business.
Tuesday, October 12, 2021 Canopy Tax
4 Ways to Create a Top-Tier Client Experience
The ideal client experience is always changing, so your strategy should constantly evolve too. Download this eBook for 4 ways to create a top-tier client experience and learn how to put your firm ahead of the competition.