Get a comprehensive look into your client’s personal, financial, and tax standing with simple tools to streamline and automate data collection.
Onboard clients with an easy-to-use portal where they’ll have access to everything relevant to their case including checklists, deadlines, and files.
Obtain complex financial information from clients with a simple, straightforward survey. The results will automatically populate all relevant IRS forms.
Send and receive sensitive files with drag-and-drop simplicity and bank-level security, while providing clients 24/7 access to important documents.
Electronically pull every IRS transcript on your client’s record in as little as two minutes.
Access 40-hours worth of transcript calculations, organized by year, and personalized to your client.
View transcripts by year, type, and section, so you can easily navigate through years of forms.
Ensure you’ve included the right details for any tax relief scenario that comes your way with our letter templates.
Navigate complex calls with the IRS and quickly get requests approved with our step-by-step call discussion guides.
Move forward with confidence knowing our letter and call templates were created by seasoned tax professionals and former IRS employees.
Instantly auto-populate every IRS form applicable to your case, including supplementary schedules.
Edit source forms to automatically update all relevant forms across the case.
Access up-to-date federal and state forms for businesses and individuals all within the app.
Build a successful case with step-by-step instructions, summaries, and resources for each resolution scenario.
Tap into a community of tax resolution experts to seek advice and discuss best practices.
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.
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.
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.
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.