Sign up for a free trial

Frequently Asked Questions

How does the free trial work?

You’ll have full access to everything Canopy offers. You can add your clients, use tax resolution features for your cases, send invoices, and more. No credit card is required until you decide to upgrade.

How do I keep using the free transcripts feature after the trial?

Even if you decide not to upgrade to any of our paid products after your trial expires, you will be able to continue using the Instant IRS Transcripts and Reports features for free forever, no strings attached.

Will I need to download the software onto my computer?

You don’t have to download anything to use Canopy. Wherever you have a computer with internet access, sign in to Canopy and enjoy full access to all of your clients and cases. Enjoy the benefits of a secure, reliable cloud based software.

How will I upgrade if I decide that I want to keep my Canopy account?

When logged into your Canopy account, you will see a green bar across the top of the screen, which features an “Upgrade Now” button. Simply click that button and follow the prompts to upgrade.

Don’t see your question listed above? Give us a call at 855-616-7305.

Seriously, try it. You’ll be amazed at the time and expense you will save. Plus, you can set reminder emails to automatically generate and send to your client. Totally worth every penny. Ann Cole, Casual Business Solutions
Would you rather start with a personalized demo? Request a demo