Advanced Tax Projection Software For Modern CPA Firms
Canopyfax.com helps tax professionals model client scenarios, forecast tax liabilities, and deliver proactive tax planning advice — all in one advisor-grade platform.
Client: Michael Anderson
| Estimated Tax | Amount |
|---|---|
| Federal Tax | $82,400 |
| State Tax | $18,700 |
| Potential Savings Identified | $14,250 |
Move From Tax Preparation To Tax Planning
Firms that only prepare returns react to the past. Firms that plan proactively help clients change their future tax outcome.
Traditional Workflow
Reactive, backward-looking, compliance-only.
- 1 Client files taxes
- 2 CPA prepares the return
- 3 Opportunity missed
Modern Workflow With Canopyfax.com
Proactive, forward-looking, advisory-led.
- 1 CPA models scenarios
- 2 Identifies opportunities
- 3 Advises client proactively
Built For Tax Professionals
Canopyfax.com is designed exclusively for the professionals who advise on tax outcomes — not for individual consumers.
CPA Firms
Deliver proactive planning services to individual clients, beyond annual compliance work.
Tax Advisors
Analyze complex income scenarios across wages, business, and investment income.
Wealth Advisors
Coordinate tax-efficient strategies alongside broader financial planning goals.
Model Every Client Scenario In One Workspace
Compare current-year projections against alternative strategies — retirement contributions, loss harvesting, entity structure changes, and more — side by side.
- Multi-year tax liability forecasting
- Federal and state estimates
- Client-ready comparison reports
Scenario Comparison
Ready To Advise Clients Proactively?
Request access to Canopyfax.com and bring tax projection into your firm's advisory workflow.