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Feature Update: New Transcripts Experience

Canopy is introducing a smoother, quicker transcripts experience.

1 min read

Micala Ricketts

Micala Ricketts

Canopy’s free, 2-minute Transcripts Tool just became even more efficient. We’ve already made a few changes to work with the IRS two-factor authentication update, and now we’re introducing a smoother, quicker experience.

One Step to Transcripts

Previously in Canopy, you had to complete a CAF check and then select all the years and types of transcripts you wanted to pull. Now, we’ve combined those two steps into one. When you pull transcripts, your CAF will automatically be checked and every transcript you have the authority to pull will be pulled. No clicking through several steps, no sorting through lists of years and transcript types.

Because the process of pulling transcripts has become easier, your dashboard will also be simpler. You won’t see as many columns as before (such as the CAF check column), making the dashboard even easier to navigate.

Curious about other changes we’ve recently made to Canopy? Check out all of our product updates and new features here.

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96% of Customers Would Recommend Canopy to a Friend or Colleague.

  • Danny N.

    Canopy takes the headaches out of client management by offering a way to keep client info organized.

  • John M.

    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.

  • CHRIS T.

    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.

  • Bernadette S.

    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.

  • Mark B.

    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.

  • Antonietta C.

    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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