Stop manually gathering information & writing it into IRS forms by hand. Canopy’s tools can help automate this process, saving you time!
3 min read
Tax work is full of simple tasks that seem systematically designed to devour your time. These time-eaters—things like defining simple terms for your client via email, writing the client’s address for the 13th time on as many IRS forms, and the like—don’t require your expertise, but they do require your attention.
You’re a tax expert, not a professional form-filler. It shouldn't be this hard.
The good news is that it doesn’t have to be. One of Canopy’s answers to saving you time is to automate as many of these simple, repetitive processes as possible. Instead of gathering all the information manually and writing it into IRS forms by hand, you can use Canopy’s tools for gathering client information and filling out IRS forms, saving yourself hours on every case.
Canopy’s Client Survey is part of our client portal—the client-facing portion of Canopy that can be accessed from anywhere your client is. The survey is exactly what it sounds like—a series of questions for the client pertaining to their tax case. These are exactly the same kinds of questions you would ask your client if they were sitting in front of you. The difference is that with Canopy’s Client Survey, the whole process is automated. The only thing you have to do is click "send."
The Client Survey prompts your client with a series of questions and uses the answers to not only run analytics that help you quickly navigate collections cases, but also automatically fills in all the IRS forms you’ll need using the information they provided.
We make the process as simple and painless as possible for the client by only asking relevant questions, simplifying technical terms, and providing tips to the client as they work through the survey.
In a perfect world, all of the information you collect with Canopy’s Client Survey would be correct every time, requiring no updates or additions from you. But of course, despite a client’s best intentions, they often provide information that is irrelevant, incomplete, or just plain wrong, and now you have to fix it.
The good news is that Canopy has made getting all the right information in the right place a headache-free process with our new forms experience.
Unlike the client survey which is designed to hold the client’s hand every step of the way, our new forms experience is designed to get out of your way and let you make the necessary changes as easily as possible. We do this by:
Administrative work can be repetitive and time-consuming, but it doesn't have to be. Are you ready to start saving time with Canopy? Book a demo with one of our experts to see how much time you could be saving.
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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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