Canopy

Canopy

About TrustRadius Scoring
Score 9.5 out of 100
Canopy

Overview

Recent Reviews

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Popular Features

View all 11 features
  • Tax Document Management (6)
    9.7
    97%
  • 3rd-Party Software Integrations (5)
    9.3
    93%
  • Complex Tax Scenario Management (5)
    9.3
    93%
  • Compliance Administration Management (6)
    9.3
    93%

Video Reviews

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Pricing

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N/A
Unavailable

What is Canopy?

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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Alternatives Pricing

What is Avalara?

Avalara AvaTax connects to the software that businesses already have and delivers sales tax decisions based on precise geo-location in more than 12,000 taxing jurisdictions in the U.S.

What is Intuit Lacerte?

Intuit Lacerte is an Income Tax Compliance system, providing forms, tax planning support, as well as document management and document storage.

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Features Scorecard

Type of tax

9.8
98%

Tax Reporting & Compliance

9.4
94%
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Product Details

What is Canopy?

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.

Canopy Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

 (16)

Ratings

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