canopy tax


Add instant value to your services by sharing these reports with your client. Set a time for one of our product specialists to give you a guided tour practice. Includes step-by-step task lists for hundreds of federal and state notices and status updates for notices that are actively being worked on. "Canopy helped us transition to WFH almost seamlessly!”, "Canopy has appealed widely to clients who are into technology—they no longer have to mail documents, they’re able to interact with us in a real-time manner.It makes the process simpler and less painful when dealing with taxes.”, "What I love most about Canopy is the ease of use and how quick it is to communicate back and forth with our tax agent. Drag and drop, print, or scan files directly to client folders—all without ever worrying about storage limits. Pull multiple transcripts from any year from a single screen and have them electronically delivered in minutes. Finish off your case with guided letter templates so you can ensure you’ve included all the right details for your case to the IRS. The Notices tool includes: Our Transcripts tool lets you bypass the inefficiencies of the IRS website to pull multiple transcripts at the one time, while remaining IRS compliant. Manage all of your contacts’ information from one place, and display the information that matters most to your firm with custom fields and filters. When your client comes to you with a tax issue, you don’t want to spend hours on IRM research—your time is valuable, and your clients are under the stress of being contacted by the IRS. We have an expanding database of IRS notices that enables you to quickly understand the implications of each notice and advise your client on the spot. mPR, Inc. for Canopy She can easily upload a file that I need to review or sign.”, "Canopy takes the headaches out of client management by offering a way to keep client info organized.”. Keep up with clients and team by: Modernize how your clients interact with your firm. An audited SOC2 report is available upon request. Understanding and taking action on a specific notice happens in a matter of minutes rather than hours.

You’ll enter the amount owed in federal taxes, and our software will suggest the lowest offer amount for Offer in Compromise plus show the potential savings from the offer. Staying updated and comparing notes on documents, has never been easier.

Find a faster path to resolution for a variety of post-filing cases including Penalty Abatement, Trust Fund Recovery, and Innocent Spouse using smart recommendations and templates. We are committed to the security of your data. Say goodbye to waiting on hold with the IRS for hours, requesting transcripts that never get faxed, and struggling to download or print transcripts from e-Services. PDF annotations can be applied and managed within Canopy to support team collaboration, particularly for teams working remotely. Practice Management, Tax Resolution, Tax Preparation and more all in one place. A client survey for gathering client information. Submit this form, and we will be in touch soon. Manage your firm from anywhere with your mobile device.

Canopy is further streamlining firm activities through feature updates to the Canopy Mobile app and making it easier to track team productivity with a new dashboard. Clients will be able to securely share files, complete a to-do list for their case, esign documents, view invoices, and make payments all from their mobile device. Includes Offer in Compromise, Currently Not Collectible, Installment Agreement, liens, and levies. Canopy is professional tax software for the modern accounting practice. With instant calculations, analysis tools, and form auto-population, you can resolve collections cases without spending hours on IRM research. Like with collections cases, you’ll have access to: Start by sending your client a client survey to gather all their relevant information. Canopy also helps with other types of post-filing cases including Penalty Abatement, Trust Fund Recovery, and Innocent Spouse. Once your client has filled in their information, the survey will auto-populate all relevant IRS forms. Set a time for one of our product specialists to give you a guided tour practice. Access to files, transcripts, and notes related to the notice you’re working on.

We are committed to the security of your data. Plus, you’re in control of which documents clients and staff have access to—adding or removing permissions at any time. Similarly, based on a series of questions you answer about your client, you’ll be given possible outcomes for resolving liens and levies.

The modern, easy-to-use software cuts out accounting firm busywork, improves the client experience, and helps firms stay organized and operating efficiently. We’ve built every feature with you, your team, and your clients in mind so you can work together to resolve tax issues. Pull your client’s complete tax history with automated calculations and comprehensive, easy-to-read reports without disrupting your firm’s workflow. “On the heels of a very busy season for tax professionals, we have made enhancements to our Practice Management and Tax Resolution offerings to continue providing our users with leading-edge software. Also includes a dashboard overview and the ability to export to your books. “Canopy will continue to update its time and billing functionality, including improved reporting, enabling firms to more easily track projects, in addition to adding more powerful insights to how the practice is performing overall. Automate recurring payments, conveniently save client payment information, and enjoy a simple, flat processing rate. All files are encrypted with bank-level security so you and your clients can securely share files back and forth. Canopy provides cloud-based practice management and tax resolution software to thousands of accounting professionals nationwide.
See your team’s daily progress at a bird’s eye view. Stay in sync with your clients, through a custom-branded portal where they’ll have access to everything relevant to their case, including: The client portal is available on both Android and iOS mobile devices. LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced new features and updates across its software suite to equip industry professionals with the tools they need to best organize their firm and efficiently utilize their time.

Across the tax resolution services you offer, you’ll have access to: You can send your client a client survey to gather all their relevant information such as account numbers, dependents, income, expenses, etc. Practice management software for accounting firms. That’s where Canopy comes in. You’ll also be able to see what a recommended installment agreement would be and if your client is eligible for Currently Not Collectible status. Canopy uses 128-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. Once you have a valid CAF number and a Power of Attorney on file for your client, you’ll be able to pull multiple years of transcripts in minutes. You need the tools to evaluate possible outcomes and respond to their issues quickly and accurately. Plus, instead of deciphering transcripts line-by-line, Canopy automatically delivers easy-to-read reports that allow you to instantly compare data year-over-year, view CSED calculations, see penalties and interest owed, and more. Correspond with clients and submit responses to the IRS by using downloadable letter templates. Utilize step-by-step instructions developed by seasoned tax professionals and former IRS employees that tell you exactly how to resolve 
each notice.

Track communication between you, your team, and your clients in one place. If you don’t think the recommendation reflects the best outcome, or you want to run a different scenario, you can restart the service assistant. Budget hours, track time, and delegate tasks easily. Committed to data security, Canopy’s solutions are SOC2 certified and data encrypted to ensure personal information is secure. For example, the Penalty Abatement assistant may say something such as “penalty relief unlikely” or “reasonable cause available.” The Trust Fund Recovery assistant shows whether or not an appeal, business-level resolution, and individual-level resolution are available. This extension provides a more reliable login process to e-Services as well as CAF number auto-population so you don’t have to re-enter your CAF for future transcript requests. Each time you create a new Penalty Abatement, Trust Fund Recovery, or Innocent Spouse engagement, you’ll use a service assistant, which consists of answering a series of 10 questions or less about your client.After the questions are answered, the service assistant will give you a recommendation on how to proceed with the case.

If your client can’t pay the full amount they owe to the IRS, Canopy helps with a variety of collections cases such as Offer in Compromise, installment agreements, Penalty Abatement, Currently Not Collectible, liens, and levies. Submit this form, and we will be in touch soon to give you a custom demo. Lastly, before submitting your case to the IRS, Canopy ensures that you don’t leave any blank fields and that you’re complying with IRS standards. Collect electronic signatures, authenticated with Knowledge-based authentication, from your clients without trying to match schedules. Submit this form, and we will be in touch soon to give you a custom demo. It can be overwhelming for your client when they receive a notice from the IRS or a state tax agency, but with our Notices tool supporting more than 350 federal and state notices, you can help them resolve their tax issue quickly no matter how niche.You can keep tabs on every client notice and get up to speed on specific requirements to set a detailed parth for resolution. Quickly respond to every notice that passes through your firm. New functionality enables accountants to better streamline firm activities. We take pride in our craft. Use workflow to enable every person in your firm to clearly understand what they’re working on at any given time. She can easily upload a file that I need to review or sign.” Connie S. "Canopy takes the headaches out of client management by offering a way to keep client info organized.” Danny N. jenny@mpublicrelations.com. Navigate complex calls with the IRS and quickly get requests approved with our step-by-step call discussion guides. Streamline your firm and connect with your clients using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices. Submit the form and we will be in touch soon. Across the tax resolution services you offer, you’ll have access to: A client survey for gathering client information See recommendations for possible resolution outcomes for Offer in Compromise, Penalty Abatement, Currently Not Collectible, liens, and levies based on your client’s unique situation. Learn more at https://www.getcanopy.com/. Once your client has filled in their information, the survey will auto-populate all relevant IRS forms.

Canopy uses 128-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. Gather client information by sending them a smart, responsive survey that asks relevant follow-up questions based on how they answer. Answer a short series of questions about your client to see recommendations and best practices for cases such as Penalty Abatement, Trust Fund Recovery, and Innocent Spouse.

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