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Canopy Plans Tax Prep Software

Kurt Avarell, CanopyCanopy, which makes practice management and tax resolution software, plans to introduce a tax preparation package next summer. The Lehi, Utah-based company said its cloud-based application will integrate with its other products to provide a client tax management suite.

Tax Prep will integrate with Canopy’s Practice Management, Tax Resolution, Notices and Transcripts offerings.

“Our goal is to provide our customers with an all-in-one, intuitive and easy-to-navigate solution so they can focus on preparing returns with ease and confidence while saving hours per filing,” Kurt Avarell, Canopy’s CEO, said in a prepared statement.

The Canopy software will enable preparations to collaborate through a client portal, send returns to customers electronically, gather e-signatures for common forms, and e-File directly with the Internal Revenue Service and be notified when returns are accepted.

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