A tablet view in an accounting practice management software displaying an official IRS Tax Return Transcript for a business client.

AI-INFORMED COMPLIANCE SOLUTION FOR ACCOUNTANTS

Transcripts and Notices

Q: Can I use a firm CAF?

Yes. But all users that will request transcripts need their own Transcripts license in Canopy and their own ID.me account with the IRS.

Q: Can Canopy help me get a CAF number?

The IRS assigns a CAF. You can use our 2848 or 8821 form to fill out and then send to the IRS to get a CAF number. This blog will walk you through it.

Q: Can I pull transcripts in bulk?

Yes, after you have made your initial pull for each client. 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.

Secure, seamless, and designed for the way accountants actually work.

Average 4.6/5 from 1000+ reviews

What Canopy’s AI-powered transcripts can do:

Auto-pull IRS transcripts, skipping the portal entirely, and fetching the data in just a few clicks
Spot critical issues instantly

“Canopy has made me much more efficient in tax resolution work. Not only does the software create efficiencies, but using it has helped me complete tax resolution faster, saving me valuable time.”

Keith Jones

Get IRS transcript data with none of the hassle.

Automate transcript pulls and easily compare versions to identify recent changes and potential notices.

Automate Transcript Retrievals

The ultimate form of proactivity? The kind that requires no action from you.

Sleek IRS Integration

Secure log-in allows you to pull multiple transcripts at once. Say goodbye to multiple logins, navigation, and download after download…after download…after download.

Simplify Notice Creation

No need to memorize how to respond to any of the thousands of notices. We’ve got it!

TRANSCRIPTS

IRS-Integrated Transcript Access

For pesky evaders or evaluating new tax prep clients

Download all relevant documents with one request
Automate regular transcript pulls
Review all data in one easy-to-read table

A digital table in an accounting practice management software showing wage and income data with a "Compare Versions" toggle for different pull dates.

“Pulling IRS transcripts using this software is a dream. When you get transcripts through the IRS website you have to pull them one at a time, and if they aren't ready yet you have to repeat this process everyday. With Canopy, you enter the taxpayer's information and then all you have to do to refresh the information is click the refresh button. So much easier to use! Plus you can set up multiple clients at one time and let the software run in the background until it has checked them all with the IRS, meanwhile you can move on to other work.”

Lauren Johnson

A task management view in an accounting practice management software displaying status, priority, and time tracking for IRS notice projects.

NOTICES

Pre-Built Workflows for IRS Notices

You have more important things to do than memorize millions of notices (or, at least, we hope you do)

We update every notice workflow template annually—so you can count on it always being current
Respond quickly and appropriately when a client gets a notice
See a full list of notice projects and their status

What can Canopy's Transcript tool do for my accounting firm?

With Canopy’s Transcripts & Notices tool, once you have POA on file with the IRS, you can pull upwards of 20 years of transcripts with one click. Better yet, schedule automated pulls for when you need to closely monitor a client and their standing with the IRS. Plus, get all of that data displayed in one easy-to-read table and bypass reading through pages and pages of un-ideally formatted content.

Whether you’re resolving a tax issue or monitoring an at-risk client, Canopy’s transcript tool delivers the info you need—instantly.

“What we didn't know—until we used it—was just how much time we save with pulling IRS transcripts through Canopy versus pulling transcripts through IRS e-services. Once your Form 2848 is on file with the IRS, you can pull every transcript for which you're authorized for a given client with the touch of a button. They download directly from the IRS in PDF format, and with one more button you can save every transcript to the client's file. The time savings is incredible, versus downloading individual transcripts one year and one form at a time.”

Brian M., Capterra review

Ready to get started?

Frequently Asked Questions

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

Does Canopy bypass the need to file Form 2848 or Form 8821?

No. But once you have sent the form to the IRS and the authorization is filed, you can pull transcripts for that client until the authorization is withdrawn or revoked.

How many years of data can I get when requesting transcripts?

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.

For individuals:

Account Transcripts can only be pulled for the past 21 years
Record of Account pulled for the last 5 years
Tax Return Transcripts pulled for the last 5 years
Verification of Non-Filling up to the last 5 years
Wage and Income last 11 years

For businesses:

Account Transcripts last 21 years
Record of Account last 5 years
Tax Return Transcript last 5 years

Can I use a firm CAF?

Can Canopy help me get a CAF number?

Can I get notified of changes in transcripts?

You can get as close as possible to a notification as notifications get regarding notices. When you compare transcript versions, if a newer version of a transcript is different than an older version see the little blue dot. From there, you can compare the two versions and find the difference. This difference can often relate to a notice that may have been sent to your client, but not always.

Can I pull transcripts in bulk?

Can I automate transcript pulls?

Yes. We recommend you schedule transcripts to pull at different intervals for your clients. For example, have 20% scheduled to pull on Monday, 20% on Tuesday, and so on. The IRS publishes transcript changes every week. Splitting up the scheduled pulls ensures a higher likelihood of all scheduled pulls completing during the time your token is activated after connecting to the IRS.