Canopy Tax Dashboard & Features After Login

Canopy Tax is a professional tax resolution and practice management platform used by CPAs, EAs, and accounting firms. 

After Canopy Tax Login, users can manage their entire client list, tasks, and documents from a centralized dashboard.

• Client list
  
  

• Tasks
  
  

• Documents
  
  

• Notifications

• Add clients
  
  

• Track cases
  
  

• Store documents

• Pull transcripts
  
  

• Monitor tax status
  
  

• Resolution tools

• Assign tasks
  
  

• Deadlines
  
  

• Team collaboration

• Invoice clients
  
  

• Track payments
  
  

• Subscription billing

• Case progress
  
  

• Revenue tracking
  
  

• Firm performance
  
  

User Queries

• What can I do after Canopy Tax login?
  
  

• How to manage clients?
  
  

• Can I download documents?