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IRS REPRESENTATION SIMPLIFIED WITH CANOPY SOFTWARE

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Many people feel inadequate and under-qualified to take on tax resolution cases. Managing a tax resolution case from beginning to end can take a lot of time and effort. By using modern software like Canopy, the guesswork can be mitigated and the time invested can be drastically reduced! This software can streamline processes for collecting client information, storing and securely sharing client files, filling out IRS forms, and calculating potential outcomes so that tax resolution cases can be solved much faster, which makes the work more profitable.

This course will focus on the fastest way to collect information from clients and populate it to federal and state resolution forms and how to calculate reasonable collection potentials, while saving you 8-10 hours per course.

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Tyler Howes

Canopy
Executive
tyler.howes@canopytax.com
(855) 616-7305

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Additional Materials
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.
Handout Materials
Presentation Slides
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.