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Canopy demo representation

IRS REPRESENTATION & PRACTICE MANAGEMENT SOFTWARE - CANOPY DEMO

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 20, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

We'll walk you through how Canopy lets you retrieve IRS transcripts much more quickly and analyze them more efficiently. You'll save countless hours with Canopy's easy to read IRS transcripts reports that give you the information you're looking for at a glance. We'll also cover 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

  • Discover tools that will help "Wow!" your clients.

  • Learn about shortcuts to gathering and managing client data.

  • How to increase your efficiency and optimize day-to-day processes.

  • Tax Resolution software (Canopy) streamlines workflows and helps you become the expert.

  • Get a FREE tool to help you pull IRS transcripts and quickly synthesize data into easy-to-read reports!

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ted Ferrin

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

Canopylogo

About Our Presenter

Canopylogo
Canopy is a simple yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more. Try out a modern, seamless workflow built specifically for tax professionals at canopytax.com.