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.