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Trusted by 250,000+ Professionals

"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

1/4

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Pay $199

Canopy

126
999-999-9992

About Company

Canopy provides tax resolution and practice management software solutions for accountants and tax professionals. The Company offers software application for document management, invoice and payment, client portal, tax resolution, and project management services. The company's cloud-based practice management platform offers client intake surveys, robust tax analytics, auto-populated IRS forms and a client portal to allow tax professionals and clients to easily exchange information and documents as well as calendars, casework, communication and invoicing, on one secure platform, enabling tax professionals and accountants, to manage practice, contacts, documents and workflow in one place.

4.6

(94) Ratings

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Kseniya Soukeras, CPA (US)

Dec 28th 2023

was good