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Josh P.
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Canopy vs Drake Tax: Which is best for you?
per month
one time
and Demo
Features
- Canopy has allowed our firm to centralize communication, task management, and document management, significantly improving the level of service we provide to our clients.
- Additionally, the search bar in the client list does not allow me to search, select, and search again, which makes bulk assigning tasks more tedious.
- The price is certainly right and it scales well with a growing tax practice.
- I it was two labor intensive after transferring over from ATX a common 1040 with a dividend statement took me 45 minutes to get it ready to e-file.
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Recommendations
