COMPLIANCE SOLUTION

Your client fills out the Canopy survey you send them (via their client portal, another perk of having the Canopy Client Management platform). Canopy then asks you—the accountant—questions. Information from you and your client will then be auto-populated into the legal form. All that’s left for you to do is review and edit the form, if necessary. Finally, share it with your client in the client portal for them to eSign (if Document Management is purchased) and return to you. Then it’s ready to print and file with the IRS.

You can quickly make changes to a tax form, like adding an asset a client forgot to tell you about, and rest assured that Canopy will automatically update the associated collection calculations, saving you time. But it doesn’t stop there. Canopy will evaluate your client’s financial profile and recommend available courses of action for resolving their tax debt.

To get started, Canopy asks a series of questions about the client and based on the answers, we guide you to recommendations for how to resolve the issue.

Canopy gives you practically everything you need to know about each case type—including an overview of the case type, information on who to call at the IRS, script of talking points, and links to important or relevant IRS articles.

When we say that Canopy helps guide you through the process we mean it and include step-by-step guides. Each template is completely customizable to match your firm’s processes. And from each template, you can also easily link to any pulled transcripts for the client, make quick notes, and see associated files. We don’t want to say that resolving IRS cases is easy—but it’s definitely easier with Canopy.