Tax Res Hero


Tax Resolution

The tax problems your clients bring to you can be a mess. The process you use to resolve them doesn’t have to be.

Death & Taxes

(Canopy helps you resolve one of them.)

Simplify Processes

Simplify processes

When it comes to taxes, there are soooo many items and processes to be able to just automatically know how to work on or respond to each of them. Fortunately, with Canopy, you don’t have to.

Utilize Templates

Utilize templates

With pre-built workflows, letter templates, and more, you’ll find tax work a breeze. (Or, at very least, breezier.)

Automate Calculations

Automate calculations

For both client surveys and calculation forms, Canopy will do the math on the backend for you.


Resolution evaluation tools you can’t live without

For pesky evaders or evaluating new tax prep clients

  • Automate collection calculations & evaluate recommended courses of action
  • Pull transcripts to get a bigger picture of each situation
  • See summaries, templates, and forms in one place
  • ...and more!

I immediately found Canopy to be very user-friendly.  I am by no means a computer software whiz but I was able to navigate my way around Canopy with very little instruction…  The software itself for tax resolution management saves me lots of time in being able to prepare all of the tax forms we need.  It is an enormous time saver for Offers in Compromise as well as all other resolutions.

Shelley Loughrin

/ Tampa Tax Relief

client communication tools

Secure communication & data collection

Comes in handy when the heat is on and the stakes are high.

  • Capture client information via a questionnaire & populate forms with corresponding information
  • Request documents securely with our easy to use client portal
  • ...and more!

Tax Resolution Cases

Tax laws and agency procedures are complex and almost innumerable. Canopy helps simplify the work you do to help your clients be compliant. Once you’ve selected the type of case you’re working on for your client, you simply follow the recommended next steps that Canopy has built out (or you can build your own custom step-by-step template).


Installment agreements, offers-in-compromise, currently non collectible, liens, levies


Trust fund recovery, first-time penalty abatement, reasonable cause penalty abatement

 Spousal Relief: 

Innocent spouse relief, separation of liability or injured spouse allocation, equitable relief

Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

Yes! We simplify the entire tax resolution process for accountants! With pre-filled forms, easy data collection via a simple client survey, and automatic payment plan calculations - tax resolution is quick and painless for you and your clients.

Of course. Canopy has the largest tax resolutions database. With 230 forms in our library (including every state's power of attorney and every federal collection form) – rest assured that if there's a form you need, Canopy likely already has it.

No. But once your documentation is processed with the IRS, you will be able to quickly and easily access Transcripts directly within Canopy (see the Transcripts & Notices page for more details).