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Working inside Canopy: what LedgerBPO does
LedgerBPO's Canopy bookkeeping services put a named dedicated accountant inside your firm's Canopy workspace to work tasks, chase client requests through the portal, keep client books current and prepare tax workpapers under IRS section 7216 consent. Your firm reviews and signs every return. We hold no PTIN and never e-file.
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Your subscription, your data
LedgerBPO's Canopy bookkeeping services put a named dedicated accountant inside your firm's Canopy workspace to work tasks, chase client requests through the portal, keep client books current and prepare tax workpapers under IRS section 7216 consent. Your firm reviews and signs every return. We hold no PTIN and never e-file.
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Inside your file
Dedicated accountant working your Canopy tasks, requests and client records
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Reconciled on a calendar
Client bookkeeping and tax workpapers; your firm reviews and signs
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Reviewed before you see it
Section 7216 consent logged before any return data is shared
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A named accountant, a backup and a team lead
Inside your own software, on a fixed close calendar, with a reply from a person within 1 business day. Call +1-657-777-0006 or start a quote.
Get a custom quote 06 / 06
Why businesses on Canopy outsource
Canopy gives a firm a single view of every client: contacts, documents, tasks, time, billing and the tax resolution module. The system does not do the work, though. Task lists grow faster than staff can clear them, client requests wait for a response, and billing runs late because time entries are never turned into invoices.
A dedicated accountant working inside Canopy lets the firm keep its process and add hands. We take the tasks your workflow templates create, complete them in order, and hand review-ready files back to your staff. Partners and managers stay on review, advisory and client calls. The firm owns the account, the data and the client relationship, and month-to-month terms let capacity rise for tax season and fall afterwards.
What we do inside Canopy
Tasks and workflow templates
We complete the subtasks generated by your Canopy workflow templates, update statuses and due dates, and flag blocked items to your manager rather than letting them age.
Client portal and requests
We send document requests, monitor the client portal for uploads, follow up on outstanding items and file what arrives in the Canopy document folders using your structure.
Client bookkeeping
For the firm's bookkeeping clients we post, categorize and reconcile in the client's QuickBooks Online or Xero file, then attach the trial balance and reconciliation reports to the Canopy client record.
Tax preparation support: your firm reviews and signs
We build workpapers, enter data into the return in your tax software, clear diagnostics and confirm e-file readiness. Your firm reviews, signs and e-files. We hold no PTIN and never sign or transmit returns.
Section 7216 consent
Before any US tax-return information is shared with us, the firm obtains IRS section 7216 written consent, signed through Canopy e-signature. We log the consent against the client and do not open return data without it.
Time, billing and payments
We turn Canopy time entries into invoices on your billing cycle, record payments taken through Canopy Payments, and reconcile them to the firm's general ledger every month.
Integrations we reconcile
- QuickBooks OnlineCanopy invoices and payments synced to QuickBooks Online are matched to bank deposits and unapplied items are cleared monthly.
- IRS transcriptsTranscripts pulled through Canopy's transcript tool are filed to the client record and summarized for the firm's reviewer; we give no tax advice.
- Outlook and GmailClient emails synced into Canopy are attached to the right client and task so requests are not lost in personal inboxes.
- ZapierWhere the firm uses Zapier to create Canopy clients or tasks from intake forms, we check the created records for duplicates and missing fields.
- Drake TaxReturn packages exported from Drake are stored in Canopy documents and routed for Form 8879 signature by the firm.
Migration to and from Canopy
Moving to Canopy
Bringing a firm onto Canopy involves importing clients, contacts and open work, then building workflow templates that match how the firm actually operates. We prepare the client import file, map existing job stages to Canopy tasks, upload prior-year documents into client folders and test each template on a sample client. Your firm approves every template before it is used on live clients.
Moving from Canopy
Leaving Canopy for TaxDome, Karbon or another platform means exporting clients, documents, tasks and billing history in a controlled order. We export each dataset, reconcile record counts, and check that outstanding invoices and unapplied payments agree to the general ledger before the account is closed. Prior-year files are archived where the firm can still retrieve them after the switch.
Common Canopy reconciliation problems we fix
Task lists that never shrink
Workflow templates create tasks faster than a small team can close them. We clear staff-level tasks daily so managers see only what needs review.
Client requests waiting for a reply
Portal uploads and questions sit unanswered during busy season. We monitor the portal each business day and respond within the firm's agreed window.
Bookkeeping clients behind before tax work starts
Year-end returns begin with months of unposted transactions. We keep the books current monthly so the tax job starts from a reconciled trial balance.
Unbilled time
Time entries that never become invoices are lost revenue. We run billing on your cycle and reconcile every payment to the firm's books.
Consents and signatures hard to find
Section 7216 consents, engagement letters and 8879s need one home. We file each against the Canopy client record and confirm consent before any return data is opened.
Other practice management platforms
Frequently asked questions
How much do Canopy bookkeeping services cost?
Pricing depends on volume and scope, so we send a custom quote within 1 business day. The main drivers are the number of clients in Canopy, whether you need bookkeeping, tax preparation support or both, and how much seasonal peak capacity you want. As a market reference, offshore staffing for CPA firms typically runs $10 to $25 per hour (Madras, Acculink, 2026).
Do you work inside my existing Canopy account?
Yes. The firm adds our named accountant as a team member with the role permissions you choose. Clients, documents, tasks and billing remain in your Canopy account under your subscription. We never copy client data into a separate system.
Will you sign or e-file returns?
No. We provide tax preparation support: workpapers, data entry into the return and diagnostics review. Your firm reviews, signs and e-files. We hold no PTIN. The tax preparation support page sets out the full division of duties.
How do you handle IRS section 7216 consent?
The firm obtains written section 7216 consent from each client before any US tax-return information is shared with our team. It can be signed in Canopy. We log the consent date on the client record and will not open return data until it is in place.
Can you support the tax resolution module?
We can pull transcripts, organize notices and prepare the figures the firm's practitioner needs for the client file. We do not represent clients, correspond with the IRS, or give tax advice. Representation stays with the firm's licensed practitioner.
Who will we be working with?
A named accountant, a trained backup for leave cover and a team lead who reviews the work. The same people stay on your firm month to month. Our dedicated accountants page explains how the pod model works for firms.
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