Set a time for one of our product specialists to give you a guided tour practice. Step-by-step resolution instructions developed by seasoned tax professionals and former IRS employees. We are committed to the security of your data. Practice management software for accounting firms. Plus, send bulk emails with just a click. Bypass the inefficiencies of the IRS website to pull transcripts more quickly, while remaining IRS compliant. By streamlining the day-to-day activities of industry professionals, our goal is to make sure our customers can provide the best possible service to their clients,” said Larry Furr, Chief Product Officer, Canopy. Jenny Olson If your client can’t pay the full amount they owe to the IRS, Canopy helps with a variety of collections cases such as Offer in Compromise, installment agreements, Penalty Abatement, Currently Not Collectible, liens, and levies. Canopy is further streamlining firm activities through feature updates to the Canopy Mobile app and making it easier to track team productivity with a new dashboard. See your team’s daily progress at a bird’s eye view. New functionality enables accountants to better streamline firm activities. Once your client has filled in their information, the survey will auto-populate all relevant IRS forms. An audited SOC2 report is available upon request. We’ve built every feature with you, your team, and your clients in mind so you can work together to resolve tax issues. Access to files, transcripts, and notes related to the notice you’re working on. email@example.com. Lastly, before submitting your case to the IRS, Canopy ensures that you don’t leave any blank fields and that you’re complying with IRS standards. Pull multiple transcripts from any year from a single screen and have them electronically delivered in minutes. Tax Resolution Notices eSign: Accountants and their clients can now eSign an editable document within Canopy’s Notices tool, resulting in saved … Pull your client’s complete tax history with automated calculations and comprehensive, easy-to-read reports without disrupting your firm’s workflow. Canopy uses 128-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. Utilize step-by-step instructions developed by seasoned tax professionals and former IRS employees that tell you exactly how to resolve each notice. With instant calculations, analysis tools, and form auto-population, you can resolve collections cases without spending hours on IRM research. Budget hours, track time, and delegate tasks easily. Canopy also helps with other types of post-filing cases including Penalty Abatement, Trust Fund Recovery, and Innocent Spouse. Set a time for one of our product specialists to give you a guided tour practice. Plus, instead of deciphering transcripts line-by-line, Canopy automatically delivers easy-to-read reports that allow you to instantly compare data year-over-year, view CSED calculations, see penalties and interest owed, and more. Use workflow to enable every person in your firm to clearly understand what they’re working on at any given time. Correspond with clients and submit responses to the IRS by using downloadable letter templates. LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced new features and updates across its software suite to equip industry professionals with the tools they need to best organize their firm and efficiently utilize their time. Stay in sync with your clients, through a custom-branded portal where they’ll have access to everything relevant to their case, including: The client portal is available on both Android and iOS mobile devices. A notices library for understanding the implications of each notice and advising your client on the spot. Once your client has filled in their information, the survey will auto-populate all relevant IRS forms. "Canopy helped us transition to WFH almost seamlessly!”, "Canopy has appealed widely to clients who are into technology—they no longer have to mail documents, they’re able to interact with us in a real-time manner.It makes the process simpler and less painful when dealing with taxes.”, "What I love most about Canopy is the ease of use and how quick it is to communicate back and forth with our tax agent. Includes Offer in Compromise, Currently Not Collectible, Installment Agreement, liens, and levies. Once your client has filled in their information, the survey will auto-populate all relevant IRS forms. You need the tools to evaluate possible outcomes and respond to their issues quickly and accurately. Letter templates for corresponding with clients and submitting responses to the IRS. Submit the form and we will be in touch soon. We’re each invested in the success of what we’re building, both collectively and as individuals. See a display of all notices created within Canopy. Quickly respond to every notice that passes through your firm. She can easily upload a file that I need to review or sign.”, "Canopy takes the headaches out of client management by offering a way to keep client info organized.”. Establish a central hub of documentation for your firm with organized, custom folder structures. The Notices tool includes: Our Transcripts tool lets you bypass the inefficiencies of the IRS website to pull multiple transcripts at the one time, while remaining IRS compliant. Get comprehensive yet easy-to-read reports delivered with your client’s transcripts that allow you to instantly compare data year-over-year, view CSED calculations, see penalties and interest owed, and more. Gather client information by sending them a smart, responsive survey that asks relevant follow-up questions based on how they answer. When your client comes to you with a tax issue, you don’t want to spend hours on IRM research—your time is valuable, and your clients are under the stress of being contacted by the IRS. Practice Management, Tax Resolution, Tax Preparation and more all in one place. Like with collections cases, you’ll have access to: Start by sending your client a client survey to gather all their relevant information. Understanding and taking action on a specific notice happens in a matter of minutes rather than hours. Canopy is professional tax software for the modern accounting practice. Clients will be able to securely share files, complete a to-do list for their case, esign documents, view invoices, and make payments all from their mobile device. Canopy is a cloud-based practice management solution for accounting professionals. She can easily upload a file that I need to review or sign.” Connie S. "Canopy takes the headaches out of client management by offering a way to keep client info organized.” Danny N. Includes step-by-step task lists for hundreds of federal and state notices and status updates for notices that are actively being worked on. Each time you create a new Penalty Abatement, Trust Fund Recovery, or Innocent Spouse engagement, you’ll use a service assistant, which consists of answering a series of 10 questions or less about your client.After the questions are answered, the service assistant will give you a recommendation on how to proceed with the case. A client survey for gathering client information. “On the heels of a very busy season for tax professionals, we have made enhancements to our Practice Management and Tax Resolution offerings to continue providing our users with leading-edge software. Submit this form, and we will be in touch soon to give you a custom demo. You’ll enter the amount owed in federal taxes, and our software will suggest the lowest offer amount for Offer in Compromise plus show the potential savings from the offer. That’s where Canopy comes in. All files are encrypted with bank-level security so you and your clients can securely share files back and forth. For levies you’ll see how likely appeals, preventing levy, releasing levy, and returning property are.Any needed addendums, down to the most nuanced details, will be automatically created and attached to the appropriate forms. Navigate complex calls with the IRS and quickly get requests approved with our step-by-step call discussion guides. Information from the client survey auto-populates all relevant forms, so you won’t have to spend your time filling out repetitive information. We are committed to the security of your data. Across the tax resolution services you offer, you’ll have access to: A client survey for gathering client information In the coming weeks, Canopy will also be introducing annotations for better document management. These updates are increasingly important as virtual work becomes a necessity,” continued Furr. Start by sending your client a client survey to gather all their relevant information. Canopy provides cloud-based practice management and tax resolution software to thousands of accounting professionals nationwide. Similarly, based on a series of questions you answer about your client, you’ll be given possible outcomes for resolving liens and levies. Plus, you’re in control of which documents clients and staff have access to—adding or removing permissions at any time. The modern, easy-to-use software cuts out accounting firm busywork, improves the client experience, and helps firms stay organized and operating efficiently. You’ll also be able to see what a recommended installment agreement would be and if your client is eligible for Currently Not Collectible status. For liens you’ll see whether or not appeals, lien discharge, lien release, lien subordination, and lien withdrawal are available. Streamline your workflow by utilizing templates for letters, client requests, and ongoing projects. Also includes a dashboard overview and the ability to export to your books. Answer a short series of questions about your client to see recommendations and best practices for cases such as Penalty Abatement, Trust Fund Recovery, and Innocent Spouse. If your client can’t pay the full amount they owe to the IRS, Canopy helps with a variety of collections cases such as Offer in Compromise, installment agreements, Penalty Abatement, Currently Not Collectible, liens, and levies. 310-773-2568 For all cases you’ll be able to review the suggestions made by the analytics tool and frame your client’s situation in the best light possible before you submit their case to the IRS. Utilize the task dashboard to track your team’s daily workload. Northwest Tax Associates "What I love most about Canopy is the ease of use and how quick it is to communicate back and forth with our tax agent. Learn more at https://www.getcanopy.com/. Find a faster path to resolution for a variety of post-filing cases including Penalty Abatement, Trust Fund Recovery, and Innocent Spouse using smart recommendations and templates. Say goodbye to waiting on hold with the IRS for hours, requesting transcripts that never get faxed, and struggling to download or print transcripts from e-Services. We take pride in our craft. An audited SOC2 report is available upon request. The collections analytics tool uses the responses from the client survey to produce a recommendation for the best course of action for the case. If you don’t think the recommendation reflects the best outcome, or you want to run a different scenario, you can restart the service assistant. Manage all of your contacts’ information from one place, and display the information that matters most to your firm with custom fields and filters. It can be overwhelming for your client when they receive a notice from the IRS or a state tax agency, but with our Notices tool supporting more than 350 federal and state notices, you can help them resolve their tax issue quickly no matter how niche.You can keep tabs on every client notice and get up to speed on specific requirements to set a detailed parth for resolution. Streamline your firm and connect with your clients using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices. Canopy uses 128-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. “Canopy will continue to update its time and billing functionality, including improved reporting, enabling firms to more easily track projects, in addition to adding more powerful insights to how the practice is performing overall.
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