CANOPY

Canopy offers a range of features to streamline your work and enhance client service. The Canopy mobile app provides convenient access to your tax practice, enabling you to stay connected and productive from anywhere.

Stay connected to your contacts with ease, whether you're at your desk or on-the-go. Easily access client information, record notes, and communicate through various native phone, messenger, and email apps.

Take your files with you wherever you go, ensuring you're always prepared for client or IRS calls. The mobile app allows you to scan documents, capture photos, and securely transfer files between platforms like Box, Dropbox, and Google Drive.

Efficiently manage client tasks within the app. Create new tasks or subtasks, update statuses, attach files, or add notes. Additionally, the app includes time tracking functionality to help you keep track of hours spent on projects.

Security is a top priority for Canopy's mobile app. With features such as two-factor authentication and encryption, your data is protected. Additionally, you can easily manage devices and revoke access in the event of loss or theft.

About Canopy: Canopy offers a full suite of products including Practice Management, Tax Resolution, and Firm Management. These products are designed to automate administrative tasks and streamline your entire practice, allowing you to focus on growing your business.