We released a new feature that makes pulling transcripts from the IRS more efficient and reliable. See details and learn how here!
1 min read
Canopy continuously looks for ways improve the workflow and efficiency of your tax practice. This is even more apparent with the recent release of a new Transcripts Google Chrome extension. With this new feature, we’ve made pulling transcripts more efficient and reliable.
One problem many tax professionals face when trying to pull transcripts is not being able to login to the IRS system. With the Canopy Transcripts extension, gaining access to the IRS e-Services will be a much more reliable process and you will be less prone to being blocked from the system.
With this new feature, entering your CAF number just got a whole lot easier. The CAF number of Canopy users will always pull from the Practitioner Profile. After entering your CAF for the first time, your information will be saved in your account settings so you will no longer need to re-enter your CAF number for future requests. Pulling transcripts will now be a much quicker process for you and your firm.
With the Transcripts extension, Canopy works to make your transcript request process as smooth and streamlined as possible. In addition to SMS text messages, the plug-in now lets you receive security codes through the IRS2Go app.
With so much to manage and do as a tax professional, Canopy’s Transcripts tool and new Chrome extension now give you even greater capability to save time and make your practice more profitable. Check out the article “Adding the Transcripts Chrome Extension” from Canopy Support to learn more on how the new transcripts tool works.
Does this get you more interested in learning about Canopy’s other features? Sign up for a free demo to talk with one of our specialists.
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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