How do I log into canopy?
In order to begin using the Client Portal, you will need to download the Client Portal app. Search for "Canopy Client Portal" in the Apple App Store or Google Play Store. Your accountant will send you an invite via email to join the Client Portal. Upon receiving this email, you will need to create a Canopy account.
What is canopy com?
Canopy is a cloud-based practice management solution for accounting professionals.
What is canopy IRS?
Overview information. Canopy gives you practically everything you need to know about each case type. Including an overview of the case type, information on who to call at the IRS, script of talking points, and links to important or relevant IRS articles.
How much is canopy per month?
How much does Canopy cost? Time & Billing - $24/month per user, billed annually Workflow - $30/month per user, billed annually Tax Resolution - $33/month per user, billed annually Document Management - $40/month per user, billed annually We provide contact-based pricing tailored specifically for your firm.
Is canopy tax secure?
Canopy Review
Having a secure and encrypted client portal is crucial to tax preparation.
Where is Canopy tax located?
Canopy Tax is headquartered in Lehi, UT and has 1 office location across 1 country.