Content Provider
Canopylogo

Sponsored by
Cpawebengagelogo
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Canopy_demo_representation

IRS REPRESENTATION & PRACTICE MANAGEMENT SOFTWARE - CANOPY DEMO

Available Date(s) Wednesday, May 31, 2017
Tuesday, June 6, 2017
Thursday, June 29, 2017
Thursday, July 6, 2017
Thursday, August 3, 2017

12:00pm Eastern
11:00am Central
10:00am Mountain
9:00am Pacific
Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Other 
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!

Testimonials

"Excellent ! Course content + Presenter + Valuable information ... Thanks again"

"It was well presented & very informative."

"Thank you! Terrific information. Can put into practice immediately."

"This software sounds absolutely fabulous. It should save a tremendous amount of time!"

"An excellent presentation, very informative."

"Very good. Thank you!"

Ted Ferrin

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

Canopylogo Linkedin

Handout Materials
Presentation Slides
Additional Materials
Practice Management & Tax Resolution Guide
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (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.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About our sponsor
Cpawebengagelogo

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.