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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.
User reviews affect conversion to installs and app rating. Featured and helpful reviews are the first to be noticed by users and in case of no response can affect download rate. This is why it is highly recommended to reply to them.
As a CPA in solo practice this allows me to have a presence away from the office and while a laptop is not always nearby my iPhone is. I have invited numerous new clients to upload their first year info in this super hi tech secure portal. I now can’t live without it. To boot I have made much more revenue as a result of being able to be in two places at one time!
Canopy listens to its customers. This app has really helped revolutionize my 10-year old tax and accounting practice. Working remotely with clients at their business sites or homes whether doing accounting or tax prep, the Canopy mobile app allows me to enhance my clients experience. Thanks Canopy for consistently listening to my feedback and for making enhancements to this app.
This app has some really nice functionality. I love the ability to send files from a text message straight into Canopy. I look forward to using it more.
The app is pretty new still, but I appreciate what features it has so far and look forward to more in the future.
I’m a tax preparer and I need to know at a glance if I have tasks that are late or overdue. Can we get a home screen? Or the task menu? thanks!
Developed by Canopy Tax.
Canopy is ranking in Business & Productivity
Last update was at May 25, 2021and the current version is 1.12.2.
To see all other keys and revenue click here 1444764477
Canopy have a 187a user reviews.
