Looking for an easy way to make sure your Offer in Compromise is on track? We've put together a checklist to help you do exactly that, plus links to all the important info you'll need to prepare your
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We’ve intentionally avoided cluttering this checklist with in-depth instructions, but there’s more to this checklist than meets the eye. In addition to giving you a convenient list of steps, we’ve also linked a wealth of offer in compromise information throughout the checklist. If you’re looking for a detailed explanation for any of the steps listed in the checklist, just click the nearest “show me more” link and it will take you to an article that will give you the info you’re looking for.
Step 1: Evaluate the Client
Also, one of the following must apply:
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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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