Pitch for Canopy Tax

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Company / App Name: Canopy Tax

https://www.canopytax
Twitter – https://twitter.com/canopytax

What does it do?

Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.

Why do we need it?

Dealing with the IRS can be frustrating, tedious, and can cost you a lot of money. Our software allows agents to help their clients navigate the difficult process of tax resolution with the IRS and improve their financial income.

Who is it for?

The software is for tax accountants and tax lawyers. It’s for businesses to use to communicate and navigate them through the tax relief process.

What makes it stand out from the crowd?

It’s a one stop shop for tax professionals. Everything that they need can be found in the software. It also allows for your clients to see everything that is needed from them with reminders, tasks, and a calendar so nothing falls through.

What’s next?

We’re constantly refining our product and making changes as the tax code changes. New tutorials, tax code changes, and client communication tools are always being refined.

Link to Company / App Demo video

https://www.canopytax.com/