Canopy offers a range of features, including CRM and task automation, to connect and streamline every aspect of an accounting practice. Their Transcripts tool allows users to quickly pull IRS transcripts in just 2 minutes. With a focus on improving the quality of life for accounting professionals, Canopy also provides online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and a client-facing mobile app. Their modern and seamless workflow is designed specifically for accounting professionals.