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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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Irs representation canopy

IRS REPRESENTATION SIMPLIFIED WITH CANOPY SOFTWARE

Available Date(s)
Thursday, December 20, 2018: 12:00PM EST

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? Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other 
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.

Linkedin

Tyler Howes

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

Canopylogo

Handout Materials
Presentation Slides
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.