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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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Testimonials
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Stewart, SC

"This is a great program from what I heard on the seminar. Regretfully I am a very small one person semi retired preparer. If I was part of a larger practice what I saw and heard would be very very helpful. I think this would be great tool to use to expand one's business. I am going to look up the cost and recommend to larger firms than mine"
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MARY, TX

"I do tax resolution. It is very messy and time consuming and involves lots of client emotions. I love the way the software is designed to organize it so that I can put more effort into client psychological counseling."
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Jesse, CA

"The content was helpful and relevant to my new practice. I really feel that the information I learned today lets me explore the software and gain the confidence to represent my clients the way they deserve."
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Kathryn, OH

"I thought the course was presented very well and contained valuable information I can consider using to improve my business operations."
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RAMESH, CA

"CPAACADEMY.ORGHAS EXCELLENT CHOICES OF SUBJECT TO BRING WEBINAR WILL EDUCATE ALL PROFESSIONAL WHO OFFERING SERVICES TO OTHERS."
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Alison, ON

"Brilliant software demonstration. Believe this will be a must have product for all tax professionals!!!"
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Violet, CA

"I've learned about service I wasn't aware of in a very short and well put together presentation."
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Rolando, FL

"I have acquired more knowledge with this webinar specially with this canopy Tax software."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

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.