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G2hih  4.6 stars on G2.com       
Capterra  4.5 stars on Capterra
 

Try Transcripts & Notices for Free

 

With Canopy's exclusive Transcripts & Notices tool, you'll be the first to know about a client's tax history - in just a few clicks. 

  • Log-in with Canopy's IRS integration. Simpler, easier, better.
  • Automate transcript retrievals, no action required from you.
  • Resolve notices easily with a library of templates and step-by-step workflows to resolve.

Canopy's Free Trial includes 3 successful transcript pulls and 3 successful notice creations

 

Start pulling free transcripts today

 

 

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1. Set up the integration

 

Connect your TDS account with Canopy using your ID.me login credentials.

2. Transcript Retrieval 

 

Client name and social + 8821/2848 on file = easiest transcript retrieval ever. 

3. Easily digest data

 

Every year and transcript type will be summarized in one easy-to-use table. Bypass multiple file downloads and manual data entry.

“

“Pulling IRS transcripts using this software is a dream. With Canopy, you enter the taxpayer's information and then all you have to do to refresh the information is click the refresh button. So much easier to use!  "

Lauren Johnson

They like us. They really really like us.

Based on 800+ reviews across these platforms

G2hih
stars
4.6 stars on G2.com
Capterra
stars
4.5 stars on Capterra
getapp
stars
4.5 stars on GetApp
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Start pulling transcripts today.