Canopy is excited to announce the release of California Form FTB 3561, an addition to the CA Form FTB 3567 and the CA Power of Attorney Form. See details here!
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You know that filling out every form for your client's tax resolution case is one of the most time-consuming aspects of tax work. But that's all about to change. If you're a tax professional who works on California state tax resolution cases, Canopy just reduced your workload by hours.
Canopy is excited to announce the release of a new California tax resolution form: Form FTB 3561. This form comes as an addition to the California Form FTB 3567, the California Power of Attorney Form FTB 3520, and the many other state tax resolution and state Power of Attorney forms Canopy currently supports.
Oftentimes, an individual client will have federal tax issues in addition to their state tax issues. You've already filled out one of the Federal 433 forms for their federal case – why would you want to spend time filling out the same information for their state case? With Canopy's innovative client survey and web forms, you don't have to. Complete the client survey once for your client's Federal case (or fill out one of the 433 web forms directly) and all of the relevant information from the Federal form will autopopulate the state form, saving you hours of paperwork time. Any questions unique to Form FTB 3561 can be answered on the FTB 3561 web form.
As with all Canopy forms, Canopy’s hide/show logic ensures that you are only asked relevant questions. Have more info to include than space on the form? Canopy will automatically generate as many supplementary schedules as needed.
In addition to these exciting releases, our developers are hard at work on CA Form FTB 4905 PIT and NY Form DTF-5, which we expect to be released in late January or early February.
Learn more about Canopy's Client Survey by watching the video demo below.
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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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