Canopy houses all the forms you’ll need for any state or federal case. Plus, we have an ever-expanding list of state and federal notices with specific, guided paths to resolution.
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.