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Pot of Gold

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Pot of Gold

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Pot of Gold

Practice management software for accounting firms  

PRACTICE MANAGEMENT

Keep Your Team Organized.  

  • Make the most of your time.

    See your team’s daily progress at a bird’s eye view. Budget hours, track time, and delegate tasks easily.

    Includes:

    • Task-based time tracking
    • Productivity dashboard
    • In-app timer
  • Get all the details you need.

    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.

  • Centralized file organization.

    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.

  • Comprehensive contact info.

    Manage all of your contacts’ information from one place, and display the information that matters most to your firm with custom fields and filters.

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  • Email made efficient.

    Track communication between you, your team, and your clients in one place. Plus, send bulk emails with just a click.

PRACTICE MANAGEMENT

Create a Connected Client Experience.

  • Client interactions in one place.

    Stay in sync with your clients, through a custom-branded portal where they’ll have access to everything relevant to their case, including:

    • Invoices
    • Requests
    • Files
    • Payments
    • Esign

     

    The client portal is available on both Android and iOS mobile devices.

  • Protect client data.

    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.

  • Signatures on the spot.

    Collect electronic signatures, authenticated with Knowledge-based authentication, from your clients without trying to match schedules.

  • Payments without the hassle.

    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. 

INTEGRATIONS

Integrations & Automations

Mobile App.

Manage your firm from anywhere with your mobile device. Keep up with clients and team by: 

  • Accessing client information
  • Taking notes
  • Uploading and sharing files
  • Organizing folders

Client Portal App.

Modernize how your clients interact with your firm. Clients will be able to securely share files, complete a to-do list for their case, esign documents, view invoices, and make payments all from their mobile device.  

TAX RESOLUTION

Get Clients Back on Track With the IRS.

  • Notices

    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.

  • Transcripts

    Pull your client’s complete tax history with automated calculations and comprehensive, easy-to-read reports without disrupting your firm’s workflow.

  • Collections  

    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.

  • And More

    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.

      It makes the process simpler and less painful when dealing with taxes.”

      Northwest Tax Associates
    • "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.