Be in the know before your client gets snail mail
Automate Transcript Retrievals
The ultimate form of proactivity—the kind that requires no action from you.
Sleek IRS Integration
Log-in once. No more multiple log-ins in a day or week. Simpler, easier, better.
Simplify Notice Creation
No need to memorize how to respond to any of the thousands of notices.
Be the first to know about a client’s tax history and changes to their transcripts or new notices sent, so you can reach out preemptively, y'know before your client flirts with a metaphorical aneurysm.
Canopy’s partnership with the IRS through its approved integration means that Canopy customers have access to a secure, one-time login to the Transcript Delivery System (TDS) through Canopy. Additionally, you’re able to easily see your connection status and the estimated, real-time status of the TDS that shows you if a transcript request is pending, downloading, or got an error (btw, it only takes a few minutes to download years of data. I know, right?!). Knowledge is power, especially when you're dealing with stressed clients, so we do everything we can to keep you in the loop.
Once you’ve connected your IRS account to Canopy, you have a simple, secure, and efficient way to pull client transcripts directly from the IRS e-Services into Canopy.
Pulling transcripts has never been easier. Pull transcripts for multiple clients at once and schedule automated recurring pulls on a regular cadence.
When you need to keep an eye on something for a client, Canopy makes it simple to stay on top of it by scheduling recurring transcript pulls.
Canopy lets you view transcript information in two ways. First, you can view transcript documents in PDF format as you would normally receive them from the IRS. But more importantly, we also pull the transcript data from those documents onto easy to read reports, giving you an at-a-glance look at years of data in one spot with zero clicks (no more scouring of individual transcripts and manual data transfers).
Canopy stores all previous transcripts you’ve pulled on behalf of your clients and also makes it easy to compare different transcript versions. See changes or discrepancies with markings indicating the difference in versions.
Want to see the notice creation before your client gets a letter in the mail? Canopy helps you be proactive so you can deliver the best client experience possible.
To help you resolve your client’s notice, Canopy has a library of 350+ prebuilt Federal and State notice templates that provide an overview of the notice type with recommended steps to resolution. Respond to the IRS with confidence using our pre-built response letters. Each template is completely customizable to match your firm’s processes. 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 a notice is easy—but Canopy definitely helps make it easier.
Canopy has draft engagement letters as well as IRS response letters for the various notice templates that help you respond in the best way to resolve your client’s IRS issue. Better yet the letters automatically fill in any information from your client’s record. Additionally, it highlights in red text the areas you need to complete or delete if not relevant to your client. If you’ve purchased Client Management and Document Management you can save this to your client’s document folder and share this with them via their Client Portal.
Canopy will auto-populate IRS and state administrative forms, such as a power of attorney, with client information. Eligible forms can also be sent to your client for eSignature via the Client Portal.
See a list of all active notices’ tasks and next steps in Canopy’s pre-built templates from the task list to easily guide you through the process. You can filter, sort, and view the active notices by a variety of attributes. If you’ve also purchased Workflow, then you expanded functionality that includes filtering and saved views that you can view on the web or mobile. For more workflow logic, get Canopy's Workflow module.
Pair Transcripts & Notices with Canopy Client Management and leverage the notice workflows to include client requests. Those requests show up in your customer’s Client Portal making it easy for them to respond to because it’s available on the web or mobile app or browser. Learn more about Canopy Client Management.
Can’t find the answer you are looking for? Reach out to our support team.
No. But once the authorization is on file, you can pull transcripts for that client until it is withdrawn or revoked.
In just a matter of a couple of clicks, you can get as many years of data as you’re authorized for. We recommend that you pull all years in the range that you have authorization for.
The IRS assigns a CAF.
Yes. When you compare versions, you'll see where there is a change between the two different transcripts. Also, if you are assigned to the contact and you have notifications turned on in your settings, you will get the notification type that you have selected (i.e. in app, email, etc.).
Yes. We recommend you pull all authorized years of data on your first pull so that any pull after that grabs all of those years of data. You can also select multiple clients and pull transcripts for all of those clients in bulk.
Yes. We recommend you set transcripts up to be pulled every Friday since that’s when the IRS publishes changes or additions.
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