Canopy's Transcripts & Notices tool is an AI-informed compliance solution designed specifically for accountants. It simplifies the process of obtaining and managing IRS transcript data, reducing the manual effort associated with traditional methods. The software allows for automated transcript pulls, enabling users to compare different versions and identify recent changes or potential notices without constant manual intervention. Its sleek IRS integration facilitates secure, simultaneous pulling of multiple transcripts, eliminating the need for repeated logins and downloads. Furthermore, the tool simplifies the creation of responses to IRS notices by providing pre-built workflows, ensuring that accountants can respond quickly and accurately to thousands of different notice types. This proactive approach helps accounting firms save significant time and effort, allowing them to focus on other critical tasks while ensuring compliance and effective client management.

Features & Benefits

• Automated Transcript Retrievals: Automates the process of pulling IRS transcripts, saving time and effort compared to manual methods.
• Sleek IRS Integration: Enables secure, simultaneous pulling of multiple transcripts with a single login, eliminating repetitive tasks.
• Simplified Notice Creation: Provides pre-built workflows for responding to thousands of IRS notices, ensuring accuracy and speed.
• IRS-Integrated Transcript Access: Allows downloading of relevant documents with one request, automating regular pulls and presenting data in an easy-to-read table.
• Pre-Built Workflows for IRS Notices: Offers annually updated notice workflow templates for current and appropriate responses, with a clear overview of notice projects and their status.