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PENALTY ABATEMENT AND COMPLETE TAX RESOLUTION: SOFTWARE DEMO

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 20, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

In this webinar demonstration of Canopy software, we'll walk you through how Canopy streamlines Penalty Abatements with our Penalty Abatement Assistant feature that walks you through a series of questions about your client, and after identifies the appropriate course of action available. Canopy also provides templated letters to submit to the IRS to help you with the penalty abatement process. We'll also show you how Canopy streamlines Offers in Compromise, Installment Agreements, and Currently Not Collectible -- saving you 8-10 hours on average per IRS representation case. We'll introduce you to Canopy's online client surveys for auto-population of IRS forms, smart tax analytics, and dynamic client portal to help make the tax resolution process easier on you and your clients.​

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Tyler Howes

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

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About Our Presenter

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Canopy’s suite operates on a modern, cloud-based platform that brings live updates to your systems when needed. With a customizable suite entirely based on the needs of your firm, Canopy unlocks the path to success through industry-leading practice management software.