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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.
Overview of Canopy Tax Dashboard
Client list
Tasks
Documents
Notifications
Client Management Tools Available After Canopy Tax Login
Add clients
Track cases
Store documents
IRS Transcript Access
Pull transcripts
Monitor tax status
Resolution tools
Workflow & Task Automation
Assign tasks
Deadlines
Team collaboration
Billing & Payments
Invoice clients
Track payments
Subscription billing
Reports & Analytics in Canopy Tax Dashboard
Case progress
Revenue tracking
Firm performance
User Queries
What can I do after Canopy Tax login?
How to manage clients?
Can I download documents?