Canopy Tax Security, Privacy & Best Practices

Canopy Tax is a professional tax resolution and practice management platform designed with strong security and privacy controls for licensed tax professionals.

• Encrypted data
  
  

• Secure login
  
  

• Cloud protection

• Secure servers
  
  

• Access control
  
  

• Compliance standards

• Strong passwords
  
  

• Two-factor security (if enabled)
  
  

• Logout after sessions

• Avoid public computers
  
  

• Use trusted devices

• Confidential handling
  
  

• Secure sharing

• Data usage
  
  

• User rights
  
  

User Queries

• Is Canopy Tax safe?
  
  

• How secure is client data?
  
  

• Can others access my account?