Today's release of Canopy's Penalty Abatement service is the first of several exciting out-of-the-box services coming early this year. As always, you can create custom steps for every service, but the newly added "Assistant" and "Outcome Resolution" steps simplify the service's workflow in an unprecedented way.
The Penalty Abatement Assistant asks tailored questions that lead to an automated recommendation in minutes. The Outcome Resolution pages include everything you need to support your client, from letter templates to IRS forms, and more (see video below). Most features in Canopy save hours; this feature could save you the years of experience typically required to intelligently offer this service. If you want to check out the Assistant and other time-saving features, you can always try it free—no credit card required.