The Penalty Abatement Assistant asks tailored questions that lead to an automated recommendation in minutes.
1 min read
Today's release of Canopy's Penalty Abatement service is the first of several exciting out-of-the-box services coming early this year. As always, you can create custom steps for every service, but the newly added "Assistant" and "Outcome Resolution" steps simplify the service's workflow in an unprecedented way.
The Penalty Abatement Assistant asks tailored questions that lead to an automated recommendation in minutes. The Outcome Resolution pages include everything you need to support your client, from letter templates to IRS forms, and more (see video below). Most features in Canopy save hours; this feature could save you the years of experience typically required to intelligently offer this service. If you want to check out the Assistant and other time-saving features, you can always try it free—no credit card required.
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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