Everything A Tax Advisory Practice Needs To Plan Ahead
From multi-year projections to client-ready reports, Canopyfax.com gives your firm the tools to analyze, forecast, and advise.
Multi-Year Projections
Forecast future tax situations across multiple years, not just the current filing period, so clients can see the long-term impact of decisions made today.
- Model income and deduction changes over time
- Evaluate multi-year bracket and rate exposure
- Plan around major life or business events
Multi-Year Projection
| Year | Projected Income | Est. Federal Tax |
|---|---|---|
| 2026 | $310,000 | $71,200 |
| 2027 | $325,000 | $75,600 |
| 2028 | $340,000 | $80,100 |
| 2029 | $358,000 | $85,300 |
Client Scenario Modeling
Compare possible decisions — retirement contributions, entity structure, asset sales — before your client commits to a path.
- Build unlimited what-if scenarios per client
- Compare outcomes side by side
- Isolate the variables driving the difference
Scenario Builder
Scenario A
Scenario B
Scenario C
Tax Liability Forecasting
Estimate future federal and state tax obligations using current income data and evolving assumptions throughout the year.
- Federal and state liability estimates
- Quarterly estimated payment guidance
- Effective and marginal rate breakdowns
Liability Forecast
Professional Reports
Turn a projection into a polished, client-ready presentation your firm can deliver directly, without rebuilding it in another tool.
- Branded, exportable PDF summaries
- Scenario comparison visuals included
- Plain-language explanations for clients
Report Generator
Manage Every Client And Every Advisor In One Place
Advisor Dashboard
Manage multiple client projections from a single dashboard view, with status, priority, and upcoming deadlines at a glance.
Collaboration
Share insights with your team through role-based access, so associates, partners, and reviewers can work from the same client projection.
See Canopyfax.com In Your Firm
Request access and start modeling client scenarios this planning season.