Tax resolution in half the time.

Canopy’s Tax Resolution cuts all the drudge work out of tax resolution cases and creates a platform for you to build stronger relationships with your clients.

Data intake survey

Quickly and easily collect data from your clients on
everything from intangible assets to monthly expenses.

Raking in the info
Raking in the info

Raking in the info

Sending your client a survey is super easy. Simply invite them to the client portal and send the survey right on through. When your client logs into the portal, the survey will be waiting for them along with a due date set by you.

That was easy
That was easy

That was easy

The survey keeps things simple with clear explanations and questions relevant to your client’s situation. Your client will never have to touch an IRS form in the entire process, and you’ll get less interrupting phone calls from confused clients.

Instant IRS forms
Instant IRS forms

Instant IRS forms

The client survey instantly auto-populates any IRS forms you’ll need for your case. If you need to make any edits to the results from the survey, you can make those on a separate source form. You can always revert to the original response with a single click.

Collection analytics

Instantly get results and see which
collections solution suits your client best.

Quick insight
Quick insight

Quick insight

Find the best solution for your client instantly whether it’s an Offer in Compromise, a Payment Plan, or if they’re eligible for Currently Not Collectable. The results are automatically calculated based on all the information in the client survey and source forms.

Resolution service assistants

Save time and find the best outcome for cases involving
Penalty Abatement, Innocent Spouse, Liens,
Levies, and Trust Fund Recovery.

Calculated questions
Calculated questions

Calculated questions

Answer a series of smart and relevant questions about your client. When you’ve finished entering your client’s information, the assistant recommends the best outcome.

The full combo
The full combo

The full combo

Along with the best outcome, you’ll also be provided templates, explanations and more so you’re equipped with everything you need to complete the case.

Collaborative client portal

Provide your clients a premium experience
with a secure and easy-to-use homebase
to exchange files and submit surveys.

You’re invited
You’re invited

You’re invited

Send your clients an invite to the portal directly from Canopy. Once they create a login they’ll see an intuitive dashboard clearly showing everything that needs to be done on their end.

Special delivery
Special delivery

Special delivery

Your client can share files with you simply by dragging and dropping them into the portal. This is especially convenient when you need them to sign and return documents.  They can also see any documents you’ve made visible to them.

Contact management

Keep all your contacts securely in one place and
organize them in a way that makes most sense to you.

Birds of a feather
Birds of a feather

Birds of a feather

Adding contacts is simple and intuitive. Classify a new contact as either an individual or a business, then group them with custom tags like “Bookkeeping Client,” “Prospect,” or anything that makes sense for your practice.

All together now
All together now

All together now

Keep everything related to a specific client in one place, from files and tasks to communication and forms. Link your client to other relevant contacts such as their spouse, an IRS agent, or to a business they’re associated with. The link is shared between contacts, so if you visit an IRS agent’s profile you can see a list of all your clients they represent.

Document management

First, you get unlimited storage. Second, keeping
those unlimited files organized is super easy.

Bottomless files

Bottomless files

Upload as many files as you want whether they be word docs and spreadsheets, or .jpeg and .mov files. If for some very important reason you need to send your client a cat video, you can absolutely do that.

Voila!

Voila!

Make any file visible to your client from their contact page. Your client can send you files through their portal. All files related to your contact are securely stored on their contact page.

Spick and span
Spick and span

Spick and span

Get everything organized just the way you like it. No more drifting sticky notes or overflowing cabinets.

Transcripts delivery and analytics

Speedy

Speedy

Pull multiple years’ transcripts in as little as 2 minutes. We bypass the inefficiencies of the IRS website and deliver your transcripts right when you need them.

Smart

Smart

Canopy gathers all the information from the transcripts, organizes it by year and completes 40 hours worth of calculations instantly.

Added Bonus

Canopy’s Transcript Tool is free forever.

Canopy saves me a tremendous amount of time and it totally changes the way my clients interact with the paperwork. It’s a lot more comfortable for them.

Lewis Hurwitz, Hurwtiz Tax Solutions
Read Full Story

Try Canopy free

No credit card required.

Connecting efficiency
to the tax world.

Keep everything connected. Whether it’s data, deadlines,
documents, notes or tasks, it’s all in one secure place and
accessible from any computer.

View features

See how much time you’ll save using
Canopy with a personalized demo.

This software is fantastic! It has saved me hours of turnaround time. - James Merante, BookSmarts Tax
Seriously, try it. You’ll be amazed at the time and expense you will save. - Ann Cole, Casual Business Solutions
The time we have been able to save with Canopy’s features is priceless. - Don Martin, J.A.G. Tax Solutions

Start your free Canopy Account

Free trial sign up

This software is fantastic! It has saved me hours of turnaround time. - James Merante, BookSmarts Tax
Seriously, try it. You’ll be amazed at the time and expense you will save. - Ann Cole, Casual Business Solutions
The time we have been able to save with Canopy’s features is priceless. - Don Martin, J.A.G. Tax Solutions