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Canopy demo representation

IRS REPRESENTATION & PRACTICE MANAGEMENT SOFTWARE - CANOPY DEMO

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 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!

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.
Nasba

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Canopy’s suite operates on a modern, cloud-based platform that brings live updates to your systems when needed. With a customizable suite entirely based on the needs of your firm, Canopy unlocks the path to success through industry-leading practice management software.