Try Transcripts & Notices for Free
With Canopy's exclusive Transcripts & Notices tool, you'll be the first to know about a client's tax history - in just a few clicks.
- Log-in with Canopy's IRS integration. Simpler, easier, better.
- Automate transcript retrievals, no action required from you.
- Resolve notices easily with a library of templates and step-by-step workflows to resolve.
Canopy's Free Trial includes 3 successful transcript pulls and 3 successful notice creations
Start pulling free transcripts today
1. Set up the integration
Connect your TDS account with Canopy using your ID.me login credentials.
2. Transcript Retrieval
Client name and social + 8821/2848 on file = easiest transcript retrieval ever.
3. Easily digest data
Every year and transcript type will be summarized in one easy-to-use table. Bypass multiple file downloads and manual data entry.
“Pulling IRS transcripts using this software is a dream. With Canopy, you enter the taxpayer's information and then all you have to do to refresh the information is click the refresh button. So much easier to use! "
They like us. They really really like us.
Based on 800+ reviews across these platforms