Canopy Tax Organizers & Resolution Cases: How to Effortlessly Manage Client Tax Info

Описание: Welcome to our Canopy tax management software tutorial.
👉 Get Canopy special offer: https://businessolution.org/get/canopy/

In this video, we’ll guide you through using Canopy’s powerful tax organizer and resolution case features. Learn how to send organizers to clients for gathering tax information, create resolution cases for tax disputes, manage IRS notices, and more. This comprehensive tutorial covers each feature’s practical applications, making it easy to keep tax records organized and client information accessible.

Timestamps:

0:00 – Introduction to Organizers in Canopy
0:14 – Sending a Tax Organizer to a Client
0:50 – Selecting Organizer Types and Forms
1:48 – Filling Out or Sending Organizer to Client
2:42 – Client Portal View of Organizer
3:58 – Introduction to Resolution Cases
4:19 – Creating a Resolution Case
5:28 – Adding Custom Steps to a Resolution Case
6:18 – Using IRS Forms in Resolution Cases
6:49 – Managing Letters and Client Requests in Resolution Cases
7:55 – Setting Up and Sending Client Surveys
8:57 – Tracking Collections and Locking Cases
9:20 – Adding and Adjusting Services in Resolution Cases
9:48 – Working with IRS Notices and Notice Templates
10:28 – Creating a Workflow for IRS Notices
11:00 – Managing Transcripts in Canopy

This video provides a complete overview of how to use Canopy’s tools to streamline your client tax processes. Watch along and subscribe for more practical Canopy tutorials!

👉 Get Canopy special offer: https://businessolution.org/get/canopy/