Canopy Tax

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Startup Name Canopy Tax
What problem are you solving? Canopy is the easiest way for tax practitioners to manage their tax workflow.

Elegantly store all your client email discussions in one place. Nothing to download or install. Your client doesn\’t even need to log in. Email threads are stored automatically for later reference.
Easily track meeting times, events, and deadlines. Share these events with your team to keep everybody on task.

Easily store private files and share files with your clients. Canopy will even discover, sort, and add your email attachments to the correct client matter, automatically. Never lose track of a file again.
Keep your client notes nice and tidy. Post reminders, phone numbers, and other client materials for access at any time, from anywhere.

In addition, Canopy has a suite of tax resolution tools that tracks client history, auto-fills complicated IRS forms like the Form 433-A and Form 433-B, and analyzes your client\’s personal or business circumstances for payment plans, offers in compromise, and currently non-collectible status.

What is your solution? We\’re making taxes dead simple for small businesses and their advisors. We looked at the tax industry and saw a stale, outdated industry, and now we\’re shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more. We\’ve simplified the tax resolution process for tax attorney and CPAs. Dealing with the IRS is difficult enough, there\’s no need for your software to be difficult too.
Target Market Businesses
How will you make money? $25 per user/per month, additional add-ons can range from $15 per user/per month to $60 per user/permonth
Tell us about the market & founders, why is this a great opportunity? Kurt Avarell is the founder of Canopy Tax. He graduated from BYU with an Undergraduate and a Master\’s degree in 2008. And later received his J.D. from BYU as well. Before Canopy Tax Avarell was the CEO of Converus and Rocket Relief from January 2013 – August 2013 and August 2010 – March 2013 respectively.
Founders Names Eric Serdar
Founders Email NA
What type of funding has the company received? NA
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Twitter Handle canopytax
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