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.