Meet Workflow—Coming Summer 2017

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 change the way your practice slays tasks every workday.

Divert your diversions

Flip never-ending interruptions into moments of productivity. Create and assign tasks, set reminders and due dates and attach files without ever leaving your current project.

Beautiful task organization

An intuitive task dashboard with all the bells and whistles will give you a full view of every task in your practice. You’ll be able to manage assignments, dates and deadlines all in one place.

Tackle your day

See your workday at a glance with your own daily to-do list. It prioritizes your tasks so you can see what’s hot, and can be placed anywhere on the screen that makes you happy.

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

Start your free Canopy Account

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