Tax Resolution

Start Working with a New Tax Resolution Client

Canopy makes beginning a Tax Resolution case simple, efficient, and intuitive. This video will help you get started on your first tax resolution case with Canopy.

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Getting Started in Canopy

Tax Resolution

Quickly Evaluate and Present Resolution Options

Canopy allows you to review client's surveys, view analytics associated with that contact, and edit or download forms filled out by that client. 

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Navigating Forms and Analytics in Canopy
Completing a Client Survey

Tax Resolution

Quickly Fill Out and Submit Forms

In this video you will learn how to edit form values, review the analytics related to each of your contacts, download forms submitted into Canopy, and share that data with clients.

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Navigating Forms and Analytics in Canopy
Reviewing Transcript Reports & Documents

Tax Resolution

Inspire Confidence with Service Templates

This video will help you understand how to utilize service templates within Canopy in order to help you know what questions to ask clients and quickly find answers to resolution.

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Creating Custom Service Templates
Getting to Know the Service Assistant