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Connect your preferred scanner to scan paper documents directly to a client s folder in canopy otherwise you can designate canopy as a printing location for files found on your.
Canopy tax software login. Canopy s file management functionality includes a downloadable desktop assistant that enables you to print and scan files directly to canopy from your computer. Canopy takes the headaches out of client management by offering a way to keep client info organized danny n. Across the tax resolution services you offer you ll have access to. 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.
Practice management tax resolution tax preparation and more all in one place. Canopy sso login. She can easily upload a file that i need to review or sign connie s.
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