Data Collection

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

Provide a modern client portal experience.

Client Portal

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

Gather data with a client-friendly survey.

Client Survey

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

Exchange files.

File exchange

Send and receive all the sensitive files you need for your case with drag-and-drop simplicity and bank-level security while providing clients 24/7 access to important documents.

Pull transcripts with comprehensive summaries.


Get your client's full story with near-instant transcript delivery along with summaries and calculations.

Learn more about the Transcripts Tool.

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Review the data.

Check your client’s answers from the client survey, the compare them with IRS standards and make any needed changes based on your client’s situation.

 Get recommendations.

Instantly identify the best outcome for your 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.

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Finish off your case with guided templates and auto-populated IRS and state forms.

Auto-populate all the forms.


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.

Fill in the blank with letter templates.

Letter templates

Canopy hosts an extensive bank of letter templates to follow so you can ensure you’ve included the right details for any tax relief scenario.

Follow a script.


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

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Helpful resources

Ask an expert.

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

Learn more


Study up.

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

Learn more

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