Canopy Chooses PrizmDoc Editor to Streamline Tax Resolutions in Its Accounting Software

In accounting, there are dozens of processes which require different tools to complete tasks. Whether it’s handling tax resolution cases, billing, or collections, accounting firms need a technology solution that can provide efficient time savings through automation. Canopy offers a client and practice management software that allows accounting firms to streamline their workflow processes and aid in tax resolution cases.

About the Client

Canopy provides cloud-based practice management and tax resolution software to thousands of accounting professionals nationwide. The modern, easy-to-use software cuts out accounting firm busywork, improves the client experience, and brings all the different tools a practitioner needs under one roof. Committed to data security, Canopy’s solutions are SOC2 certified and data encrypted to ensure personal information is secure.

Accusoft developers were on the phone talking to Canopy developers, and that was a great resource to have. This communication and quick response times via email, cut down the development time drastically.
Chandler Love, Senior Product Manager
As they created this tax resolution software, Canopy originally had an in-house document assembly and editing solution. They quickly discovered that the maintenance alone would require too many resources and development time was best spent elsewhere. That’s when they decided to search for an integration that could help them get up-and-running quickly. Learn why they chose PrizmDoc Editor.
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