We are thrilled and humbled to accept this award for our innovative technology. Try out Canopy's Transcripts Tool today!
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It's time to celebrate! We have some exciting news ... Canopy's IRS Transcripts Tool has been named as a top technology for accounting firms in CPA Practice Advisor's 2021 Innovation Awards. Woo-hoo! We are ecstatic and humbled to accept this award for our technology. 🎉
A few months ago, we were selected as one of just a handful of companies to be an official IRS partner in their new API transcript process. In conjunction with this development, we released a new Transcripts Tool back in June that allows you to instantly pull transcripts in a clean, easy-to-read format, complete with actionable recommendations.
The secure API allows you to instantly pull transcripts in a clean, easy-to-read format, complete with actionable recommendations. Since then, Canopy users have been busy — more than 16,360 return transcripts were successfully pulled within the first 15 days of the tool's launch!
Have you used the award-winning tool yet? Let us know in the comments below how it's made life easier at your firm. If you haven't tried it out yet, you can find more information 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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