Follow the assistant’s simple questions.

Answer a series of questions around your client's specific situation. The assistant’s questions are responsive so it won’t ask you anything irrelevant to your client’s case.  

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Get smart recommendations.

Get recommendations that provide optimal outcomes for your client’s case. You’ll also be provided templates and explanations so you’re more than ready to negotiate with the IRS.


Follow a guide to resolution.

Finish off your case with guided letter templates so you can ensure you’ve included all the right details for your case to IRS. Then navigate complicated calls with the IRS and quickly get requests for approval with our step-by-step call discussion guides.

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Find outcomes for any case.

Get answers and templates for any case involving:

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See what’s possible with Canopy.