Bypass-Inefficiencies

Bypass Inefficiencies

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

Swift-Calculations

Swift Calculations

Access 40-hours worth of transcript calculations including interest, penalties, and CSED calculations, organized by year and personalized to your client.

Smart-Organization

Smart Organization

View transcripts by year, type, and section, so you can easily navigate through years of forms.

“After less than three months of using Canopy, I had streamlined my process to the point that I could add $3,500 in monthly recurring revenue.”
James Faughtenberry
The ATA Group
wsj
forbes
fortune
accounting today
CPA practice advisor

Take it for
a test drive.

See what’s possible with Canopy.

Common questions

What transcripts will Canopy pull?

Canopy pulls every transcript authorized on the Form 2848 and 8821.

I can already request transcripts through e-Services for free. What is different about using Canopy’s solution?

Canopy streamlines the process by pulling every transcript you have access to in minutes. Additionally, Canopy’s analytics and navigation makes it easy understand your client’s situation and make faster decisions.

What do you mean by “free forever?”

Transcripts is completely free to use and will always be. To start, sign up for a Canopy account. You’ll get access to our practice management, tax resolution, and transcripts products for 15 days. Once the trial is over, you will still have access to Transcripts at no cost, even if you choose not to upgrade to a paid account.