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Canopylogo

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Canopydemo canopy

IRS REPRESENTATION & PRACTICE MANAGEMENT SOFTWARE - CANOPY DEMO

Cost Free   CPE Credits 1.0 hour   Subject Area Computer Software and Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  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!

Linkedin

Ted Ferrin

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

Canopylogo

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

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

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.