Tax Resolution.

a screenshot of canopy's tax resolution software

Fast Path to Resolution.

When your client comes to you with a tax issue, you don’t want to spend hours on IRM research—your time is valuable, and your clients are under the stress of being contacted by the IRS. You need the tools to evaluate possible outcomes and respond to their issues quickly and accurately. That’s where Canopy comes in.

We’ve built every feature with you, your team, and your clients in mind so you can work together to resolve tax issues.

infographic of tax resolution process

Notices.

It can be overwhelming for your client when they receive a notice from the IRS or a state tax agency, but with our Notices tool supporting more than 350 federal and state notices, you can help them resolve their tax issue quickly no matter how niche.

You can keep tabs on every client notice and get up to speed on specific requirements to set a detailed parth for resolution. Understanding and taking action on a specific notice happens in a matter of minutes rather than hours. The Notices tool includes:

  • A notices library for understanding the implications of each notice and advising your client on the spot.
  • Step-by-step resolution instructions developed by seasoned tax professionals and former IRS employees.
  • Access to files, transcripts, and notes related to the notice you’re working on.
  • Letter templates for corresponding with clients and submitting responses to the IRS.

Transcripts.

Our Transcripts tool lets you bypass the inefficiencies of the IRS website to pull multiple transcripts at the one time, while remaining IRS compliant. Say goodbye to waiting on hold with the IRS for hours, requesting transcripts that never get faxed, and struggling to download or print transcripts from e-Services. Once you have a valid CAF number and a Power of Attorney on file for your client, you’ll be able to pull multiple years of transcripts in minutes.

Plus, instead of deciphering transcripts line-by-line, Canopy automatically delivers easy-to-read reports that allow you to instantly compare data year-over-year, view CSED calculations, see penalties and interest owed, and more. Add instant value to your services by sharing these reports with your client.

Collections.

If your client can’t pay the full amount they owe to the IRS, Canopy helps with a variety of collections cases such as Offer in Compromise, installment agreements, Penalty Abatement, Currently Not Collectible, liens, and levies. Across the tax resolution services you offer, you’ll have access to:

  • A client survey for gathering client information
  • Form auto-population
  • IRS call guides
  • IRS letter templates

You can send your client a client survey to gather all their relevant information such as account numbers, dependents, income, expenses, etc. Once your client has filled in their information, the survey will auto-populate all relevant IRS forms.

The collections analytics tool uses the responses from the client survey to produce a recommendation for the best course of action for the case. You’ll enter the amount owed in federal taxes, and our cloud-based accounting software will suggest the lowest offer amount for Offer in Compromise plus show the potential savings from the offer. You’ll also be able to see what a recommended installment agreement would be and if your client is eligible for Currently Not Collectible status. For all cases you’ll be able to review the suggestions made by the analytics tool and frame your client’s situation in the best light possible before you submit their case to the IRS.

Similarly, based on a series of questions you answer about your client, you’ll be given possible outcomes for resolving liens and levies. For liens you’ll see whether or not appeals, lien discharge, lien release, lien subordination, and lien withdrawal are available. For levies you’ll see how likely appeals, preventing levy, releasing levy, and returning property are.

Any needed addendums, down to the most nuanced details, will be automatically created and attached to the appropriate forms. Lastly, before submitting your case to the IRS, Canopy ensures that you don’t leave any blank fields and that you’re complying with IRS standards.

Other Post-Filing Cases

Canopy also helps with other types of post-filing cases including Penalty Abatement, Trust Fund Recovery, and Innocent Spouse. Like with collections cases, you’ll have access to:

  • A client survey for gathering client information
  • Form auto-population
  • IRS call guides
  • IRS letter templates

Start by sending your client a client survey to gather all their relevant information. Once your client has filled in their information, the survey will auto-populate all relevant IRS forms.

Each time you create a new Penalty Abatement, Trust Fund Recovery, or Innocent Spouse engagement, you’ll use a service assistant, which consists of answering a series of 10 questions or less about your client.

After the questions are answered, the service assistant will give you a recommendation on how to proceed with the case. For example, the Penalty Abatement assistant may say something such as “penalty relief unlikely” or “reasonable cause available.” The Trust Fund Recovery assistant shows whether or not an appeal, business-level resolution, and individual-level resolution are available. If you don’t think the recommendation reflects the best outcome, or you want to run a different scenario, you can restart the service assistant.

 

Notices.

  • NOTICES DASHBOARD

    See a display of all notices created within Canopy. From this dashboard, you can update the status of a notice, view the notice’s progress, archive, and restore notices.

  • NOTICES LIBRARY

    We have an expanding database of IRS notices that enables you to quickly understand the implications of each notice and advise your client on the spot.

  • STEP-BY-STEP TASK LISTS

    Utilize step-by-step instructions developed by seasoned tax professionals and former IRS employees that tell you exactly how to resolve 
each notice.

  • LETTER TEMPLATES

    Correspond with clients and submit responses to the IRS by using downloadable letter templates.

Transcripts.

  • FAST TRANSCRIPT RETRIEVAL

    Bypass the inefficiencies of the IRS website to pull transcripts more quickly, while remaining IRS compliant. Pull multiple transcripts from any year from a single screen and have them electronically delivered in minutes.

  • EASY-TO-READ REPORTS

    Get comprehensive yet easy-to-read reports delivered with your client’s transcripts that allow you to instantly compare data year-over-year, view CSED calculations, see penalties and interest owed, and more.

  • GOOGLE CHROME EXTENSION

    This extension provides a more reliable login process to e-Services as well as CAF number auto-population so you don’t have to re-enter your CAF for future transcript requests.

Collections.

  • CLIENT SURVEY

    Gather client information by sending them a smart, responsive survey that asks relevant follow-up questions based on how they answer.

  • FORM AUTO-POPULATION

    Information from the client survey auto-populates all relevant forms, so you won’t have to spend your time filling out repetitive information.

  • IRS CALL GUIDES

    Navigate complex calls with the IRS and quickly get requests approved with our step-by-step call discussion guides.

  • IRS LETTER TEMPLATES

    Finish off your case with guided letter templates so you can ensure you’ve included all the right details for your case to the IRS.

  • ANALYTICS TOOL

    See recommendations for possible resolution outcomes for Offer in Compromise, Penalty Abatement, Currently Not Collectible, liens, and levies based on your client’s unique situation.

Other Post-Filing Cases.

  • CLIENT SURVEY

    Gather client information by sending them a smart, responsive survey that asks relevant follow-up questions based on how they answer.

  • FORM AUTO-POPULATION

    Information from the client survey auto-populates all relevant forms, so you won’t have to spend your time filling out repetitive information.

  • IRS CALL GUIDES

    Navigate complex calls with the IRS and quickly get requests approved with our step-by-step call discussion guides.

  • IRS LETTER TEMPLATES

    Finish off your case with guided letter templates so you can ensure you’ve included all the right details for your case to the IRS.

  • SERVICE ASSISTANTS

    Answer a short series of questions about your client to see recommendations and best practices for cases such as Penalty Abatement, Trust Fund Recovery, and Innocent Spouse.

See how we can 
help your practice.

Submit the form and we will be in touch soon.

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