CANOPY FEATURES
Meet a few of your new best friends.
Tax Resolution Analytics

Tax Resolution Analytics

Offer in compromise? Payment plan? Canopy’s analytics help you compare outcomes and decide the best approach.

IRS Form Auto-Population

IRS Form Auto-Population

Our survey intuitively offers relevant questions to auto-populate the IRS forms you need. Just print, sign, and send.

Client Management

Client Management

Track your clients and the deadlines, tasks, surveys, and documents associated with their case in one secure place.

Transcript Delivery & Reporting

Transcript Delivery & Reporting

Retrieve transcripts from the IRS—broken down into easy-to-read reports—all within as little as two minutes.

Custom Service Workflows

Custom Service Workflows

Create a workflow for any service, then apply that service to a client and your tasks will automatically be added.

Penalty Abatement & More

Penalty Abatement & More

Service Assistants make complex services like Penalty Abatement, Liens, and Levies simple and straight-forward.

Track Engagements

Track Engagements

View an easy-to-digest roadmap to your casework that includes progress charts, deadlines, history, and more.

Client Portals

Client Portals

Invite clients to their unique portal, where they can log in to fill out surveys, pay invoices, upload files, and more.

Billing & Invoicing

Billing & Invoicing

Create professional, modern invoices, quickly deliver them to clients via email, then receive payments online.

Tax Resolution Analytics

Tax Resolution Analytics

Offer in compromise? Payment plan? Canopy’s analytics help you compare outcomes and decide the best approach.

IRS Form Auto-Population

IRS Form Auto-Population

Our survey intuitively offers relevant questions to auto-populate the IRS forms you need. Just print, sign, and send.

Client Management

Client Management

Track your clients and the deadlines, tasks, surveys, and documents associated with their case—all in one secure place.

Transcript Delivery & Reporting

Transcript Delivery & Reporting

Retrieve transcripts from the IRS in as little two minutes within Canopy, where they’re broken down into easy-to-read reports.

Custom Service Workflows

Custom Service Workflows

Create a template of tasks for any service, then apply that service to a client and your tasks will automatically be added.

Penalty Abatement & More

Penalty Abatement & More

Service Assistants make complex services like Penalty Abatement, Liens, and Levies as easy as answering a few straight-forward questions.

Track Engagements

Track Engagements

View an easy-to-digest roadmap to your casework that includes progress charts, relevant deadlines, survey status, and more.

Client Portals

Client Portals

Send clients an invite to their unique portal, where they can log in to fill out surveys, pay invoices, upload files, and more.

Billing & Invoicing

Billing & Invoicing

Create professional, modern invoices, quickly deliver them to clients via email, then receive payments online.

Scroll down for a closer look at each of these game changers.
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TAX RESOLUTION ANALYTICS
Decisions, decisions. Let us help you with that.
Tax resolution analytics

View and compare potential outcomes.

Everything you need to determine the best course of action will be generated and displayed. Manipulate numbers to test outcomes and make the best decisions for your clients, quicker than ever. 

Don’t miss a red flag. Or in this case, a blue one.

Trust Canopy to notify you of relevant information that could affect your client’s case, like when an amount claimed in a category exceeds IRS standards, or when the client is not eligible for a certain tax resolution program.

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IRS FORM SURVEY
"I'm single." "Cool, what's your spouse's name?"
IRS Form filler

Say goodbye to stupid questions.

Our survey intuitively only offers questions that are relevant to the client and case, so you and your client can stop wasting time on redundancies.

Say hello to auto-populated IRS forms.

You and/or your client fill out one online survey, and let Canopy fill out all the IRS forms you need.

IRS Forms
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CLIENT MANAGEMENT
Put clients in their place. In the cloud, that is.
Tax CRM

Everything in one place (and everywhere).

Canopy allows you to start storing all your client-related data—surveys, deadlines, tasks, documents, and notes—in one well-organized place in the cloud, accessible from any computer with your Canopy log in.

Securely store all kinds of files.

Excel, word, .csv, .zip, .pdf… seriously, go crazy. Securely upload virtually any file type, of almost any size.

Share clients with your team.

Add collaborators to each client to allow teammates access from their Canopy accounts. Assign tasks and share responsibilities seamlessly within your practice.

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TRANSCRIPT DELIVERY & REPORTING
Transcripts that arrive faster than you can dial the IRS.
IRS Transcripts

Instant delivery.

Transcripts arrive in as little as 60 seconds — way quicker than the traditional method and a lot less of a headache than waiting on the phone with the IRS.

Instant understanding.

Canopy presents the transcripts in a series of robust reports and documents, including CSED Calculations, Wage and Income, Account Overview, and more. They are well-organized and easy-to-read.

Smart organization and navigation.

Skip through reports quickly with year and section filters. Canopy saves each version with the date whenever new transcripts are pulled so they can quickly be referenced in the future.

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CUSTOM SERVICE WORKFLOWS
Services how you like them, but more efficient.
Custom service templates

Have it your way.

Have a unique way of approaching your payroll services? How about bookkeeping? Create a template of custom steps for each of your services exactly the way you like to get things done. 

Automatic to-do lists.

After you’ve created a custom service and its associated task workflow, add that service and its steps to any client’s engagement with one click, and its tasks will be added to your to-do list.

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PENALTY ABATEMENT & MORE
Meet an assistant that has every IRS standard memorized.
Penalty abatement assistant

Complicated services, simplified.

Services that require in-depth understanding, like Penalty Abatements, Liens, Levies, Trust Fund Recovery, and more, can now be accomplished by just answering a series of questions about your client.

Recommendations and resources.

With the Assistant’s questions answered, Canopy will use IRS standards to give you a recommendation regarding which outcomes are most likely, along with all the direction, forms, and templates you need to take it from there.

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TRACK ENGAGEMENTS
Keeping track of all your cases shouldn't be a juggling act.
Track Tax Resolution Engagements

Keep a pulse on every case.

Engagement summaries display progress charts, relevant deadlines, and survey status so you have an easy-to-digest roadmap to your casework.

All your work, at a glance.

Timelines keep track of what you and your team have done for each case, and when. Eliminate confusion and increase transparency in your practice.

Tax resolution timeline
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CLIENT PORTALS
More collaboration, less hand-holding.
Client Portal

Invite clients to their portal. Or don’t.

Send your client an invite to their very own portal, where they can log in to see progress, fill out surveys, pay invoices, upload and exchange files, and more.

Eyeball icon

Know what your client can see.

Each time you add anything to a client dashboard, you will be given the option to share access on your client’s portal. Easily monitor what they can view at a glance by looking for the eyeball icon on their client page from your account.

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BILLING & INVOICING
Getting paid is fun—tracking down payments is not.
Invoicing for tax professionals

Online invoicing is easier on everyone.

It means paying you is more convenient, and following up on overdue payments can happen with a few clicks. Set up online payments through Canopy, or send instructions for paying another way.

You control invoice numbers.

Edit Canopy’s default invoice number, and if there is a recognizable pattern, Canopy will catch on to your system and make it the new default. If your system ain’t broke, why fix it?

Save common line items.

Just start typing and your saved line item will appear with its associated pricing details.

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Still have questions? Give us a call at (855) 616-7305.
Start saving time and streamlining workflow with Canopy.