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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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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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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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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