One-stop shop

Canopy’s Practice Management keeps everything in your practice connected. Whether it’s data, deadlines, documents, notes or tasks, it’s all in one secure place and accessible from any computer.

Contact management

Keep all your contacts securely in one place and
organize them in a way that makes most sense to you.

Birds of a feather
Birds of a feather

Birds of a feather

Adding contacts is simple and intuitive. Classify a new contact as either an individual or a business, then group them with custom tags like “Bookkeeping Client,” “Prospect,” or anything that makes sense for your practice.

All together now
All together now

All together now

Keep everything related to a specific client in one place, from files and tasks to communication and forms. Link your client to other relevant contacts such as their spouse, an IRS agent, or to a business they’re associated with. The link is shared between contacts, so if you visit an IRS agent’s profile you can see a list of all your clients they represent.

Document management

First, you get unlimited storage. Second, keeping
those unlimited files organized is super easy.

Bottomless files

Bottomless files

Upload as many files as you want whether they be word docs and spreadsheets, or .jpeg and .mov files. If for some very important reason you need to send your client a cat video, you can absolutely do that.

Voila!

Voila!

Make any file visible to your client from their contact page. Your client can send you files through their portal. All files related to your contact are securely stored on their contact page.

Spick and span
Spick and span

Spick and span

Get everything organized just the way you like it. No more drifting sticky notes or overflowing cabinets.

Workflow

Everything from task creation to task management
is designed to optimize your productivity.

Unstoppable progress
Unstoppable progress

Unstoppable progress

Creating tasks is super simple, and you can do it without ever leaving the project you’re working on. Choose the contact related to the project and assign one or more team members to tackle the job.

Task immortality

Task immortality

No client is the same, but a lot of the tasks that need to be done for them are. Create the task once, save it as a template and apply it to every client that needs it. Then just set it to recur and you never have to think about it again.

Set it and forget it
Set it and forget it

Set it and forget it

Create templates with recurring deadlines and relative dates. Automated reminders will pop up for your fellow team members as often as you set them.

The task within the task
The task within the task

The task within the task

Set up subtasks and assign them to specific team members. If the task is set to be recurring, these subtasks will also recur along with it. Those working on the project will be able to update the status so everyone can see its progress.

Help clients help themselves
Help clients help themselves

Help clients help themselves

Tasks aren’t just for team members. Send custom tasks to your clients, complete with all the same bells and whistles as team-member tasks. Tasks you send to your client will appear in their portal and inbox.

Air traffic control
Air traffic control

Air traffic control

Get caught up on everything crazy fast. From the dashboard, administrators can see every moving piece of their practice at a glance. Those without admin rights will only see tasks relevant to them.

Switch it up
Switch it up

Switch it up

Change a task’s contact, assignees, deadlines, and status right from the dashboard. Intuitive filters make it easy for you to find exactly what you’re looking for.

Email integration

Connect your email to see all communication between
your practice and your client in one place.

Synchronized emailing
Synchronized emailing

Synchronized emailing

Reduce all the back and forth— sync your email with Canopy to import all your contacts and conversations. Each conversation is grouped with its contact so you can see every conversation between you and your client at a glance.

I see what you said there
I see what you said there

I see what you said there

In addition to seeing all your communications with a client, you’ll also see every conversation between your client and fellow team members. Conversations are displayed in an easy-to-digest format so it’s clear who said what.

Listening on mute

Listening on mute

Every team member assigned to the client can see every conversation, but only those included in the email can respond so your client won’t get confused.

Client portal

Provide your clients a premium, transparent experience
with a secure and easy-to-use homebase for exchanging
files, paying invoices and more.

You’re invited
You’re invited

You’re invited

Send your clients an invite to the portal directly from Canopy. Once they create a login they’ll see an intuitive dashboard that clearly shows everything that needs to be done on their end.

Special delivery
Special delivery

Special delivery

Your client can share files with you simply by dragging and dropping them into the portal. This is especially convenient when you need them to sign and return documents. They can also see any documents you’ve made visible to them.

A bot never forgets
A bot never forgets

A bot never forgets

Life gets crazy for everyone. Set auto reminders and we’ll politely nudge your client about that file they need to send you.

Dinero delivery
Dinero delivery

Dinero delivery

It’s super easy for your clients to pay you through the portal. Invoices appear in the portal and you can send them reminders if they’re a bit slow to respond.

IRS form tool

Quickly fill out IRS forms electronically through
source forms with fields relevant to your specific client.

Stay on-topic
Stay on-topic

Stay on-topic

Canopy only provides fields relevant to your specific client.

Poof!
Poof!

Poof!

All your info and your client’s contact info is auto-populated into IRS source forms so you can shave hours off of filling out confusing forms by hand.

Letter generator with e-signature

Cut down letter writing time with custom
templates and boilerplate text.

To whom it may concern
To whom it may concern

To whom it may concern

The letter generator auto-populates letters with your client’s basic info pulled from their contact card.

Personal ghostwriter
Personal ghostwriter

Personal ghostwriter

Create perfectly drafted letters with custom templates and boilerplate text that can be quickly and easily placed into any message. Letters can either be printed or sent through the client portal.

Autographs all around
Autographs all around

Autographs all around

Place e-signature boxes anywhere, on any letter. Send it to your client through the client portal and get it back signed and ready to go.

Billing and invoicing

Create custom invoices and get paid from anywhere.

Mission control
Mission control

Mission control

Get a complete view of all things money with the billing and invoicing dashboard. Use filters to find a specific client.

Fill the piggy bank
Fill the piggy bank

Fill the piggy bank

Create and send professional invoices and receipts to your clients by email and receive payments directly online.

Transcripts delivery and analytics

Speedy

Speedy

Pull multiple years’ transcripts in as little as 2 minutes. We bypass the inefficiencies of the IRS website and deliver your transcripts electronically.

Smart

Smart

Canopy gathers all the information from the transcript, organizes it by year, and completes 40 hours worth of calculations instantly.

Added bonus

Canopy’s Transcript Tool is free forever.

Canopy lets me work so much faster and makes me so much more productive. It’s helped me streamline my workflow for all the services I offer.

Charise Nobles, Nobles Bookkeeping
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Tax resolution in 

half the time

Cut all the drudge work out of tax resolution cases so you 
can
help more clients, save more time and make more money.

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This software is fantastic! It has saved me hours of turnaround time. - James Merante, BookSmarts Tax
Seriously, try it. You’ll be amazed at the time and expense you will save. - Ann Cole, Casual Business Solutions
The time we have been able to save with Canopy’s features is priceless. - Don Martin, J.A.G. Tax Solutions

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This software is fantastic! It has saved me hours of turnaround time. - James Merante, BookSmarts Tax
Seriously, try it. You’ll be amazed at the time and expense you will save. - Ann Cole, Casual Business Solutions
The time we have been able to save with Canopy’s features is priceless. - Don Martin, J.A.G. Tax Solutions