Come listen to Dawn Brolin discuss how she has benefitted from pulling years of her clients’ transcripts, as well as receiving proactive notices through the use of Transcripts & Notices.
Dawn will be joined by KC Brothers of Canopy who will walk through the details of the Transcripts & Notices offering, showing just how simple it is.
In this webinar, you will learn how:
You can be the hero of your clients because you can be in the know before your client gets snail mail
Make your life easier with a single one-time login to the IRS system
Set up notice automation and let the system do the work for you
You can avoid calls to the IRS