Data Collection

See the big picture.

Get a comprehensive look into your client’s personal, financial, and tax standing with simple tools to streamline and automate data collection.

big-picture
Client-Onboarding

Easy Client Onboarding

Onboard clients with an easy-to-use portal where they’ll have access to everything relevant to their case including checklists, deadlines, and files.

survey

Client-Friendly Survey

Obtain complex financial information from clients with a simple, straightforward survey. The results will automatically populate all relevant IRS forms.

exchange

Safe and Simple Exchange

Send and receive sensitive files with drag-and-drop simplicity and bank-level security, while providing clients 24/7 access to important documents.

Bypass-Inefficiencies

Bypass Inefficiencies

Electronically pull every IRS transcript on your client’s record in as little as two minutes.

Instant-Calculations

Instant Calculations

Access 40-hours worth of transcript calculations, organized by year, and personalized to your client.

Smart-Organization

Smart Organization

View transcripts by year, type, and section, so you can easily navigate through years of forms.

Analysis

Find the best solution.

Turn simple questions into real results. Tax resolution analytics instantly calculates smart recommendations based on your client’s unique case.

Get the best case scenario

Instantly identify the best outcome for any case. The information from the client survey automatically fulfills every calculation needed to check eligibility for scenarios like Offer in Compromise, Installment Agreement, and Currently Not Collectible.

Calculated questions

Turn hours of research and data entry into a series of smart questions, modify yours answers if your client’s situation changes and see the updated results in real time.

Answers for every case

Address your client's specific needs with a collection of automated tax relief services:

  • Collections
  • Liens
  • Penalty Abatement
  • Levies
  • Innocent Spouse
  • Trust Fund Recovery
analysis
Resolution

Prepare successful cases.

Whether you’re new or seasoned, complete tax resolution work with confidence.

resolution
request

Request Approved

Ensure you’ve included the right details for any tax relief scenario that comes your way with our letter templates.

script

Stay on Script

Navigate complex calls with the IRS and quickly get requests approved with our step-by-step call discussion guides.

best-practices

Proven Best Practices

Move forward with confidence knowing our letter and call templates were created by seasoned tax professionals and former IRS employees.

Automate-Forms

Automate Forms

Instantly auto-populate every IRS form applicable to your case, including supplementary schedules.

Instant-Updates

Instant Updates

Edit source forms to automatically update all relevant forms across the case.

Forms-Every-Occcasion

Forms for Every Occasion

Access up-to-date federal and state forms for businesses and individuals all within the app.

Ultimate-Guide

The Ultimate Guide

Build a successful case with step-by-step instructions, summaries, and resources for each resolution scenario.

Ask-Expert

Ask an Expert

Tap into a community of tax resolution experts to seek advice and discuss best practices.

Learn-Best

Learn from the Best

Tune into weekly webinars on a variety of tax resolution topics, from basic to advanced. Learn from leading experts and earn CE and CPE credits in the process.

“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
wsj
forbes
fortune
accounting today
CPA practice advisor

Take it for
a test drive.

See what's possible with Canopy

Common Questions

How easy is the client survey?

The survey only asks easy-to-understand questions that are relevant to your client’s situation. You can even check your client’s progress through the portal.

What forms will Canopy auto-populate?

Every state and federal form you need for your case will automatically be auto-populated with the information from the client survey and source forms.

What happens if I discover a change in my client’s financial situation?

Canopy automatically calculates eligibility for Offer in Compromise, Installment Agreement, and Currently Not Collectible status and populates every relevant form. If your client’s new situation changes the outcome scenario (e.g. Offer in Compromise to Installment Agreement), you can easily select the applicable IRS forms, which will be auto-populated without additional work.