Canopy Tax LLC

About Canopy Tax LLC

Canopy Tax LLC provides cloud-based tax practice management and workflow automation software for accounting and tax firms. The platform centralizes client onboarding, document collection, task management, time tracking, billing, and secure messaging, integrating with IRS e-services and major tax software. Designed to reduce administrative overhead, it offers customizable templates, automated reminders, and real-time dashboards to help professionals streamline compliance processes and scale operations while maintaining security and client confidentiality.