Canopy debuts mobile app for tax practice management

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Canopy has introduced a mobile app for managing a tax practice that works with both Apple iOS and Google Android devices.

The app is available on both Apple iTunes and Google Play stores and works with Canopy’s online practice management software. Through the app, users will be able to access personal, team and client files directly from a mobile device, including contact information, client records and tax documents. Accountants will also be able to view information, share files, input details, add new contacts and modify records on the go. The app’s file-sharing functions allow practitioners to share files and communicate via phone, text and email.

The app also offers security features, including two-factor authentication, validating the initial login over email. After the initial authentication, sessions will persist without being automatically logged out, while users remain protected via pass code, Touch or Face ID authentication. Firms can keep track of all their connected mobile devices, revoke access and do data purges if a device is lost or stolen. All of the data is encrypted.

Canopy plans to add features such as document scanning, task management, document scanning, dashboards and more.

“Since starting Canopy, our goal has been to make the job of accountants easier so that their practices can be more productive,” said Canopy chief revenue officer Jordan Ray in a statement. “With seamless experiences across both mobile and desktop, there is a lot of room to make accounting workflows more fluid. We are excited to offer the first iteration of our mobile app and look forward to continuing to simplify the day-to-day experience for accounting and tax professionals.”

Canopy has been offering cloud-based practice management software for tax practices and has been beta testing professional tax prep software with a launch planned in time for next tax season. The Lehi, Utah-based company experienced a setback last month when it was forced to lay off at least a third of its full-time staff, but has continued to work on product development.

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Tax practice Apps Practice management