Data Collection

Understand the situation.

Put your clients at ease and answer their questions in a matter of minutes with a wealth of information regarding their specific notice.

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Response

Take action.

Resolve your client’s notice by following step-by-step instructions for each notice type. Each notice resolution template was developed by seasoned tax professionals and former IRS employees.

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Resolution Templates

Leverage step-by-step instructions and best practices to resolve each notice quickly and with confidence.

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Letter Templates

Build your case in record time and respond to the IRS with the right details for every scenario.

Forms

IRS & State Forms

Get access to every applicable IRS and state form, so you’re always working with the latest version.

Tracking

Stay ahead of schedule.

Keep everyone on the same page, up to date, and on task so a notice never slips through the cracks.

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Management Dashboard

Quickly gain visibility into the status of every notice to meet critical deadlines and delegate work effectively.

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Status Tracking

Assign tasks, update statuses, view progress, and notify teammates for seamless tracking from start to finish.

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Notifications

Instantly get notified when it’s time to work on tasks and as state and IRS deadlines approach.

Tax Resolution

Advancing the case.

When used with our entire suite of products, Canopy can streamline the process for you from the moment you recieve a notice to it's final resolution, even if the notice expands into a tax resolution case.

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“After less than three months of using Canopy, I had streamlined my process to the point that I could add $3,500 in monthly recurring revenue.”
James Faughtenberry
The ATA Group
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forbes
fortune
accounting today
CPA practice advisor

Take it for
a test drive.

See what’s possible with Canopy.

Common questions

How often do you release new notices to your library?

Canopy releases monthly updates to its database of notices and will support both IRS and state letters.

What tools do I get to resolve a notice?

Each notice comes with a best practice resolution plan, relevant forms, and letter templates to correspond with your client and the IRS.

How does Notices work with my other Canopy products?

Notices seamlessly connects with the rest of the Canopy suite, so you can access all of your tasks, files, and engagements in one place.