Solution introduction
Death and taxes
Canopy helps you resolve one of them
Simplify processes
When it comes to taxes, there are so many items and processes to be able to just automatically know how to work on or respond to each of them. Fortunately, with Canopy, you don’t have to.
Utilize templates
With pre-built workflows, letter templates, and more, you’ll find tax work a breeze. (Or, at very least, breezier.)
Automate calculations
For both client surveys and calculation forms, Canopy will do the math on the backend for you.
