With new practice management software solutions, tax pros can streamline the tax resolution workflow process and maximize efficiency.
1 min read
Tax resolution cases require a lot of information from your clients. That means that you likely spend a lot of time preparing paperwork to send to clients and then waiting around for them to complete the paperwork and send it back. But what if you didn't have to spend hours filling out paperwork by hand and weeks waiting on clients?
With new accounting practice management software solutions like Canopy, tax pros can streamline the tax resolution workflow process and maximize efficiency. That means less time spent filling out paperwork and less time spent waiting, which allows you to take on more cases and ultimately, make more money.
Introducing: the ultimate tax resolution workflow that will revolutionize how you work tax resolution cases.
Step 1: Invite your clients to their own secure portal on Canopy where they can complete tasks, share documents, and see how their case is progressing.
Step 2: Draft your engagement letter using your custom template.
Step 3: Send the letter to your client's Canopy portal and request an e-Signature.
Step 4: Start collecting info from your client in a collaborative client survey.
Step 5: Request IRS transcripts in just a few clicks and receive them, along with intuitive reports, in as little as two minutes.
Step 6: Manage your clients' documents, data, and engagements all in one place on our beautifully designed user interface.
Step 7: Keep track of your engagements' progression so you never miss a deadline.
Step 8: Allow Canopy to suggest the best outcome of whatever type of case you're working on.
Step 9: Select the IRS Forms you need, let Canopy auto-populate them, make any adjustments you need, and then quickly print and send.
Step 10: When the case is complete, send and track invoices in the same place you manage all of your other client work.
Sound easy? It is. But don't take our word for it. Request a free trial of Canopy and try it yourself. We promise you'll never want to go back to doing tax resolution work the old way.
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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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