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TAX RESOLUTION SOFTWARE: INTRO TO CANOPY

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

We'll walk you through how Canopy streamlines Penalty Abatements, Offers in Compromise, Installment Agreements, and Currently Not Collectible -- saving you 8-10 hours on average per IRS representation case. We'll introduce you to Canopy's online client surveys for auto-population of IRS forms, smart tax analytics, and dynamic client portal to help make the tax resolution process easier on you and your clients.

Learning Objectives

  • Leveraging software to increase ROI on tax resolution cases

  • Tax resolution process and workflow efficiencies

  • Learning the benefits of cloud based software

  • How Canopy can help you do more cases faster, and help you grow your tax practice

Linkedin

Ted Ferrin

Canopy
Director
ted@canopytax.com
(855) 616-7305

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Additional Materials
Practice Management & Tax Resolution Guide
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Sponsor

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At CPAacademy, we believe in the utilization of free live online education to support our clients in maximizing exposure and selling their professional services. As the accounting industry’s most innovative independent source for online education, the strength of CPAacademy.org comes from our community of presenters and sponsors.