Tax Resolution just got better.
We know that the tax problems your clients bring you can be a mess, and we are here to make the process you use to resolve those issues as painless as possible! Everything from communicating with clients to filling out forms just got better!
Watch the Tax Resolution Video (14 minutes) to get started
This video will walk you through the process of sending organizers and creating resolutions cases! Log in to Canopy and follow along as you watch.
Create an Engagement Letter
You can use Canopy’s letter generator to create engagement letters, transmittal letters, IRS responses, proposals and more
Get familiar with the Tax Resolution Process in Canopy
Request a Client’s Transcripts
You have Questions. We have answers.
The Canopy Knowledge Base- This is the home for all of our product articles and how-to videos that will walk you step-by-step through just about anything you want to do in Canopy. You can search at the top of the page or explore each section.
Customer Support: If you can’t find what you are looking for in the Knowledge Base, you can reach our support team through our in-app messenger (click on your icon on the bottom of the global navigation bar and then click Chat with Support) or by calling 1-855-616-7305.