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.
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!
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"This presenter was excellent. He didn't go too fast and he really explained things well."
"Very professional presentation inclusive of IRS policy for tax resolutions. Presenter was thorough and information presented was easy to follow."
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.nasbaregistry.org.
CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211
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.