Canopy Tax is an All-In-One Software Solution for Keith Jones, CPA TheCPATaxProblemSolver
September 24, 2018
Canopy Tax is an All-In-One Software Solution for Keith Jones, CPA TheCPATaxProblemSolver
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Canopy
I use it for almost everything—tax resolution work, of course, but it’s more than tax resolution software. Canopy makes it easy to do all my professional emailing, set automated client reminders, and request and access files, all in the same place. It’s all the stuff you’d expect from a practice management software and then some. Canopy is quickly becoming an all-in-one software for my practice.
- As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed.
- I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases.
- Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing
- The practice management function could stand to have more "canned" workflows.
- It has a tremendous ROI. These things can be hard to quantify exactly, but the easiest example is probably the way Canopy saves me time on tax resolution work.