Improves our operations!

What are the best aspects of this product?

All tax-related tasks have become more manageable with Canopy. It's an intuitive app that helps us organize and track client information effectively.

What aspects are problematic or could work better?

I hope there's an easier way to fill in the client's info in the app. I also have other issues before, but it's easily resolved.

What specific problems in your company were solved by this product?

Using this app has been beneficial to our company as it optimized our operations. Managing our team's tasks and client information can both be done within the app. It's less work for us with all the important stuff being in one app.

Are you a current user of this product?

No