Tax resolution professionals and their clients can experience an innovative and automated tax resolution process with Canopy.
1 min read
The tax resolution industry is one of the most under-served areas in accounting. Every year, there are over 8 million delinquent tax accounts. Despite the large number of tax practitioners and American taxpayers facing tax resolution issues, there have not been any viable software solutions to improve the workflow and overall experience. Until now.
At Canopy, the entire tax resolution experience is being analyzed and redesigned with the intent of not only automating the tax resolution process, but allowing tax resolution practitioners and their clients to enjoy the experience.
"The tax resolution process has been archaic and time-consuming. It takes a lot of time for tax professionals to gather the information they need. And on top of that, they have to verify every detail. A lot of time is spent in data retrieval and data verification. The whole workflow is very broken. And they feel the pain of that all the time. We are constantly thinking about how to improve that," says Nate Sanders, the user design expert at Canopy.
One of Nate's primary focuses as a user design developer at Canopy is to thoroughly understand the experience of the end user, whether it is the tax resolution practitioner or their clients.
"User experience is all about human experience. You have to think - 'how would I want to feel in this situation?' That is the best part of my job. Thinking deeply about the experience of the tax resolution practitioner and designing a product that transforms their workflow."
One of the most prominent features on Canopy's platform is the client survey. Tax professionals can now send an online survey to their client instead of transferring paper forms. The information in that survey then auto-populates into all necessary IRS forms. Previously, the tax practitioner was taking all the paper forms that the client had filled out and manually inserting the data into a software tool.
"We do everything we can to make sure the software is usable and beautifully designed. We don't come into work and just code. We focus on excellence in everything we do. We are constantly asking - 'What do our customers need? Why do they need it? If you don't understand the why, then you can't build an innovative and excellent solution for them."
Tax resolution professionals and their clients can experience an innovative and automated tax resolution process with Canopy. Client intake surveys, robust tax analytics, auto-populated IRS forms, and a client portal allow tax professionals and clients to easily exchange information and documents.
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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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