Workflow is live.

Task management tools designed for your work style.

Being a tax professional means that calls come at the worst time, priorities change, and “what was I doing?” can devolve into a mantra.

Workflow will save you hours by optimizing your tax practice’s efficiency.

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.

Set it and forget it

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

Up to speed at a glance

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.

See how much time you’ll save using
Canopy with a personalized demo.

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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Free trial sign up

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