Canopy Stock

Canopy is the easiest way for tax practitioners to manage their tax workflow. Elegantly store all your client email discussions in one place. Nothing to download or install. Your client doesn't even need to log in. Email threads are stored automatically for later reference. Easily track meeting times, events, and deadlines. Share these events with your team to keep everybody on task. Easily store private files and share files with your clients. Canopy will even discover, sort, and add your email attachments to the correct client matter, automatically. Never lose track of a file again. Keep your client notes nice and tidy. Post reminders, phone numbers, and other client materials for access at any time, from anywhere. In addition, Canopy has a suite of tax resolution tools that tracks client history, auto-fills complicated IRS forms like the Form 433-A and Form 433-B, and analyzes your client's personal or business circumstances for payment plans, offers in compromise, and currently non-collectible status.