Canopy is tax practice management software from Canopy, Inc., with accounting functionality designed for tax professionals and their customers. It includes tax resolution analytics, automatic IRS form population, client management, transcript delivery and reporting, custom service workflows, penalty abatement, casework/client engagement tracking, client portals, and billing and invoicing capabilities.
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Proconnect Tax Online
Score 8.0 out of 10
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Intuit ProConnect Tax Online is cloud-based professional tax software. It integrates with QuickBooks and includes a client portal so that clients can input their tax data online. ProConnect has a pay-per-return pricing structure.
Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or …
I haven't really found any other product like Canopy. I've found many that if I put them together they might be a Canopy alternative but not just one program. For example, I've had one program for document storage, another for estimates and another for letters but in canopy …