Automate data gathering so you can spend more time preparing returns and less time chasing down files.
Onboard clients with an easy-to-use portal where they can drag and drop all the files needed for their annual return like W-2s and 1099s.
Store all your clients’ files with bank-level security while providing clients 24/7 access to important documents.
Get your client's full story with near-instant transcript delivery along with summaries and calculations.
Breeze through federal and state forms without a user manual.
Navigate through all the forms and schedules in natural, user-friendly categories, so you can navigate and prepare returns with ease and confidence.
Save time by only completing the fields that are necessary for each client’s situation. Canopy uses simple questions to dynamically add the right fields, so you don’t have to worry about which forms to add.
Save hours by answering all contextually-related questions at the same time, no matter which federal or state forms they reside in. This way you’ll never have to switch back and forth between sections or revisit topics over again.
Take advantage of integrated hotkeys, and since Canopy is cloud-based, you can project on multiple monitors and windows at once.
Quickly review returns in an intuitive tax form layout. Tab through each section, search for a specific form, or simply scroll through the entire return. For a final check, run diagnostics to catch any errors, missing information, or conflicting inputs that would prevent a successful filing.
Streamline the client review and sign-off process. Your clients can conveniently review returns, e-sign forms, and enter payment details online through our secure and easy-to-use portal.
Deliver finalized returns in the easiest way imaginable. Simply choose an email template, select the forms to include, and send.
Collect electronic signatures for federal and state authorization forms like the 8878 and 8879. With built-in knowledge-based authentication and audit trails, you can gather signatures online and stay in compliance with rigorous IRS standards.
Clients can designate which accounts to use for payments and refunds and enter banking details directly, so you don’t have to track down the information.
Electronically send both state and federal returns, along with extensions, directly through Canopy. Then get real-time updates on your client's filing status.
Canopy will support federal and state returns for Form 1040, 1065, 1120, 1120S, and 1041 in these select states for the 2019 tax year. Additional states will be released the following tax year.
Quickly convert returns from your existing tax software.