NOTICES

Swift solutions

Keep tabs on every notice through cloud-based organization and tracking. Quickly get up to speed on specific notice requirements and follow a detailed path to resolution

 
Canopy tax software solution
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Data Collection

Understand the situation.

Put your clients at ease and answer their questions in a matter of minutes with a wealth of information regarding their specific notice.

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Notice Library

Find the notice relevant to your client's situation in our always-expanding database of IRS notices.

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Transcripts

Pull multiple years of transcripts for your client in as little as two minutes, along with more than 40 hours’ worth of calculations.

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Client Portal

Gather any necessary files for your client’s case with drag-and-drop simplicity in an easy-to-use portal.

Response

Take action.

Resolve your client’s notice by following step-by-step instructions for each notice type. Each notice resolution template was developed by seasoned tax professionals and former IRS employees.

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Response

Take action.

Resolve your client’s notice by following step-by-step instructions for each notice type. Each notice resolution template was developed by seasoned tax professionals and former IRS employees.

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Tracking

Stay ahead of schedule.

Keep everyone on the same page, up to date, and on task so a notice never slips through the cracks.

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Management Dashboard

Quickly gain visibility into the status of every notice to meet critical deadlines and delegate work effectively.

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Status Tracking

Assign tasks, update statuses, view progress, and notify teammates for seamless tracking from start to finish.

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Notifications

Instantly get notified when it’s time to work on tasks and as state and IRS deadlines approach.

Tax Resolution

Advance the case.

When used with the our entire suite of products, Canopy can streamline the process for you from the moment you receive a notice to its final resolution, even if the notice expands into a tax resolution case.

From people who’ve tried it:

“Canopy lets me work so much faster and makes me so much more productive. It’s helped me streamline my workflow for all the services I offer.”

Sharise Nobles,
Nobles Bookkeeping

“Our clients love Canopy. It’s so easy for them to register for the portal and upload their documents there.”

Robert Azar,
America’s Choice Bookkeeping & Tax

“So many other parts of my job are complicated. I just want my software to be simple, and Canopy does exactly what it says it’s going to do.”

Emilia McAfee,
We Legal, APC

“Our admins easily save 20 hours per week using Canopy.”

Cat Campbell,
Tower Financial Partners

Canopy Tax is featured in CPA Practice Advisor
Canopy Tax is featured in Accounting Today
Canopy Tax is featured in Forbes
Canopy Tax is featured in The Wall Street Journal
Canopy Tax is featured in Fortune

Common Questions

Each notice comes with a best practice resolution plan, relevant forms, and letter templates to correspond with your client and the IRS.

Notices seamlessly connects with the rest of the Canopy suite, so you can access all of your tasks, files, and engagements in one place.

Canopy releases monthly updates to its supported notices and will include both IRS and state notices.