Canopy 4+
Accounting Practice Software
Canopy Tax
-
- Free
Screenshots
Description
Canopy streamlines your work so you can help more clients. With the Canopy mobile app you can access your tax practice from anywhere.
Stay connected to contacts
Whether you’re at your desk or on-the-go, get up to speed on client relationships, record notes, and communicate over native phone, messenger, and email apps.
Take your files anywhere
Be prepared for any client or IRS call with mobile access to your files. Scan documents, capture photos from the app, and transfer files between Box, Dropbox, Google Drive, and more.
Manage client tasks
Create new tasks/subtasks or view and manage all client tasks by changing statuses, adding files or adding notes. Time tracking is also built into the app to track hours spent on projects.
Security built for mobile
Protect your data with two-factor authentication, encryption, and Touch or Face ID. Manage devices and revoke access if one is lost or stolen.
About Canopy
Canopy’s full suite of products includes Practice Management, Tax Resolution, and Firm Management. Each of our products automates busywork and connects your entire practice so you can focus on building your business.
What’s New
Version 2.3.0
New customers will now notice that you can create new contacts and add them to clients. Other than that, we have also fixed a few bugs and optimized the app for improved performance overall.
Ratings and Reviews
Accounting office
We have been able to adapt r really well to canopy as part of our practice. It’s convenient and practical to have all clients info concentrated in one place and to provide them their own login access to the clients portal. I tell them that our office provides them with their very own digital file vault with our office where their information is securely stored and accessible at any time. It’s really been great. I’d love to see the clients ability to submit requests to the office through the same platform in the future.
2 Months and more grateful
We have been implementing Canopy into our practice over the past two months. There has been a painful learning curve and there are issues that can use refinement, however, the development team continues to make significant improvements and support has been incredible at helping with the learning curve. No regrets!
Primary reason migrating from previous client-portal was for better user-interface. So far, feedback from even the non-techy clients is very positive!
Developer Response ,
So glad you are finding Canopy to be valuable and that the mobile app helps you and your clients be more efficient. If you ever have any suggestions you might want to see in the app, please go to the settings area and submit them.
Handy but not helpful
This app is very limited in it’s workflow ability. While it’s nice to see and edit clients and their files, using this for workflow is just not good. There is no way to see what items have been uploaded or commented on by clients, nor does the files section denote any new files until you open a client’s folder. The app is handy for quick reference, but not really a workable part of the day. I would like to see tasks sortable by date, client, or status, as well as a Notification Center so that I know when clients have commented on a request or uploaded a file.
*UPDATE* I provided this feedback to Canopy through the app.
Developer Response ,
Tons of great feedback here! We are with you on all of these areas and hope to continue making improvements. Even better... please submit this feedback in the app so we can reach out to you for future research.
App Privacy
The developer, Canopy Tax, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Location
- Contact Info
- User Content
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Canopy Tax, Inc.
- Size
- 86.1 MB
- Category
- Business
- Compatibility
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- iPhone
- Requires iOS 16.0 or later.
- iPad
- Requires iPadOS 16.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Canopy Tax, Inc
- Price
- Free
Supports
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Wallet
Get all of your passes, tickets, cards, and more in one place.
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Siri
Get things done within this app using just your voice.