Canopy Unveils New Instant Delivery and Reporting for IRS Transcripts

New feature allows tax resolution professionals to access and analyze IRS transcripts in as little as two minutes

SALT LAKE CITY--()--Canopy, a cloud-based tax resolution and practice management software provider for tax professionals, today announced the addition of Canopy Transcripts, a live feature that enables tax professionals to access and analyze IRS transcripts more efficiently. Canopy users can now instantly pull tax transcripts from the IRS, easily digest comprehensive reports and smoothly transition from transcripts into the rest of their client work.

“Canopy Transcripts is yet another tool that allows tax professionals to not only view the full tax history of their clients but to better understand and analyze them as they’re ensured a fast, accurate and user-friendly experience,” said Kurt Avarell, founder and CEO of Canopy. “Our integrated tax resolution tools provide tax professionals with a seamless experience unique to Canopy.”

Canopy Transcripts allows accountants, enrolled agents and tax attorneys, who are authorized to access their clients’ IRS accounts, to retrieve their clients’ transcripts from within Canopy. Transcripts arrive in as little as two minutes — much more quickly than the traditional method and a lot less of a headache than waiting on the phone with the IRS.

After retrieval, Canopy Transcripts presents the transcripts in a series of robust reports and documents, including CSED Calculations, Wage and Income, Account Overview, etc. While the traditional IRS transcript is notoriously crowded and convoluted, Canopy Transcripts’ reports are well-organized and easy-to-read.

Additionally, the feature conveniently provides year and section filtering options to improve navigation through lengthy transcripts. Canopy saves each version with the date whenever new transcripts are pulled so they can be referenced in the future. Tax professionals can also see which clients have transcripts pulled at the dashboard level.

These new capabilities help establish the software as a complete practice solution, allowing tax professionals to manage all client-related data, from surveys to tasks to documents, in one well-organized and secure location in the cloud, accessible from any computer.

“At Canopy, we’re dedicated to building intuitive tools that allow tax professionals to effortlessly gather, analyze and use the necessary information for their clients’ needs,” said Avarell.

For more information on Canopy Transcripts, please visit www.canopytax.com/transcripts.

About Canopy

Canopy's mission is to make taxing work simple. Canopy is building sophisticated, cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of client information and documents, robust tax analytics, auto-completion of tax forms, and more. To learn more, please visit http://www.canopytax.com.

Contacts

Canopy
Jon Sanderson, 385-336-6277
Jon.sanderson@canopytax.com
or
Method Communications
Zachary Allen, 801-461-9751
zachary@methodcommunications.com

Release Summary

Canopy, today announced the addition of Canopy Transcripts, a live feature that enables tax professionals to access and analyze IRS transcripts more efficiently.

Contacts

Canopy
Jon Sanderson, 385-336-6277
Jon.sanderson@canopytax.com
or
Method Communications
Zachary Allen, 801-461-9751
zachary@methodcommunications.com