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Name:Drill Press Vise
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Practice management software for accounting firms
See your team’s daily progress at a bird’s eye view. Budget hours, track time, and delegate tasks easily.
Streamline your workflow by utilizing templates for letters, client requests, and ongoing projects. Utilize the task dashboard to track your team’s daily workload. Use workflow to enable every person in your firm to clearly understand what they’re working on at any given time.
Establish a central hub of documentation for your firm with organized, custom folder structures. Drag and drop, print, or scan files directly to client folders—all without ever worrying about storage limits.
Manage all of your contacts’ information from one place, and display the information that matters most to your firm with custom fields and filters.
Track communication between you, your team, and your clients in one place. Plus, send bulk emails with just a click.
Stay in sync with your clients, through a custom-branded portal where they’ll have access to everything relevant to their case, including:
The client portal is available on both Android and iOS mobile devices.
All files are encrypted with bank-level security so you and your clients can securely share files back and forth. Plus, you’re in control of which documents clients and staff have access to—adding or removing permissions at any time.
Collect electronic signatures, authenticated with Knowledge-based authentication, from your clients without trying to match schedules.
Automate recurring payments, conveniently save client payment information, and enjoy a simple, flat processing rate. Also includes a dashboard overview and the ability to export to your books.
Quickly respond to every notice that passes through your firm. Includes step-by-step task lists for hundreds of federal and state notices and status updates for notices that are actively being worked on.
Pull your client’s complete tax history with automated calculations and comprehensive, easy-to-read reports without disrupting your firm’s workflow.
With instant calculations, analysis tools, and form auto-population, you can resolve collections cases without spending hours on IRM research. Includes Offer in Compromise, Currently Not Collectible, Installment Agreement, liens, and levies.
Find a faster path to resolution for a variety of post-filing cases including Penalty Abatement, Trust Fund Recovery, and Innocent Spouse using smart recommendations and templates.
"Canopy helped us transition to WFH almost seamlessly!”Jennifer Mitchell
"Canopy has appealed widely to clients who are into technology—they no longer have to mail documents, they’re able to interact with us in a real-time manner.Northwest Tax Associates
It makes the process simpler and less painful when dealing with taxes.”
"What I love most about Canopy is the ease of use and how quick it is to communicate back and forth with our tax agent. She can easily upload a file that I need to review or sign.”Connie S.
"Canopy takes the headaches out of client management by offering a way to keep client info organized.”Danny N.