Canopy

Collect information, files, and agreements to proposals from clients

Branded, secure, multi-functional client portal available on web and mobile app for client interactions

Client request feature with automatic reminders for pending client information

Credit-based engagement sending with unlimited use per client after first use

Send proposals with eSignature capabilities and track from proposal to re-engagement

Client questionnaires and organizers for information collection

AI-powered client intake with credit-based system for automated data collection

Sync documents to desktop and print directly to Canopy

Preview, edit, collaborate on, annotate, adjust, combine, and work on files

Upload, store, manage, and organize unlimited internal and client documents with folder templates

Secure, unlimited document storage for internal and client files

Separate internal and client docs, use folder templates, and share with clients

Dedicated storage for firm work papers

Gather eSignatures with secure links or verify identity with KBA

Annotate files directly within Canopy

Set document retention policies for compliance

Secure exchange of documents between firm and clients

Pre-built reports for billing and revenue tracking

Plan team capacity with reporting

Create custom reports and formulas for analysis

Monitor firm data with pre-built dashboards

Track profitability with pre-built reports

Track and analyze staff utilization

Years of data summarized into one easy-to-read table

Set and forget automated data requests and table updates

Manage collection cases with penalty and spousal relief options

Pre-written letter templates to respond to IRS letters and notices

Library of notice templates for various tax scenarios

Set up credentials and download transcripts directly into Canopy

Comprehensive tax resolution module with transcripts, notices, and administrative forms

Get IRS transcripts and tax notices with automated pulling and templates

Easily identify discrepancies between old and new transcripts

Automate conditions and actions on standalone tasks and subtasks or in templates

Create custom task and project statuses

Utilize templates, perform bulk actions, and set up recurring tasks

Set and track time on each task and view productivity reports for team

Create and manage tasks, assign staff, record notes, get updates

Set up recurring tasks and workflows

Assign tasks based on user roles

Drill down on and save desired views of work happening in firm

Project and task management with automation capabilities

Pre-built templates for common workflows and processes