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Popular Features You'll Love

Easy-to-use Client Portals & Requests

Both you and your client will love exchanging information, documents, and requests seamlessly and without confusion.

Unlimited Document Management

Storing your documents in the same place you manage clients and casework is not only convenient, it also saves you time and money.

Auto-populated IRS Forms & Intake Surveys

Experience the most seamless transfer of information from surveys, source forms, and account information into the required IRS forms.

Robust IRS Collections Analytics

Canopy presents relevant calculations and IRS limits to accurately prepare Offers in Compromise, Installment Agreements, or the Currently Not Collectible status.

There's a lot more to love about Canopy! We look forward to giving you a tour.

The time we have been able to save with Canopy’s features is priceless, and their support is second to none! Never have I been able to get answers to my questions, or problems solved so quickly. Don Martin, J.A.G. Tax Solutions
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