We’re offering a free kit that includes all the materials you need to implement audit defense in your practice.
1 min read
Audit defense is one of the easiest and most affordable ways to increase annual recurring revenue for your practice. Audit defense simply establishes that for a small fee, you’ll provide a predetermined number of hours of work on your client’s behalf if they are contacted by the IRS. Most likely all you’ll have to do is respond to an automated notice, which you’re probably already doing for free.
Plus, only 1 in 200 taxpayers is audited by the IRS, so the likelihood of you having to spend a lot of hours helping a client with an audit is pretty low.
And we’ve made it really simple to get started. We’re offering a free kit that includes all the materials you need to implement audit defense in your practice.
Adding audit defense to your practice can be done in three main steps.
1. Customize the materials in your free kit to fit your company
2. Send the materials to your client before you prepare their next tax return
3. Add the audit defense fee to your client’s invoice
You will automatically enroll your clients in your audit defense plan unless they specifically opt out. If clients do opt out, you can charge them your hourly rate for audit services. However, because enrollment is automatic, practices that have implemented services like this see the grand majority of clients choose to stay opted in.
Want to get started earning hands-off, recurring revenue for your practice? Download your free audit defense kit here.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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