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Irs representation canopy

IRS REPRESENTATION SIMPLIFIED WITH CANOPY SOFTWARE

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 22, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Many people feel inadequate and under-qualified to take on tax resolution cases. Managing a tax resolution case from beginning to end can take a lot of time and effort. By using modern software like Canopy, the guesswork can be mitigated and the time invested can be drastically reduced! This software can streamline processes for collecting client information, storing and securely sharing client files, filling out IRS forms, and calculating potential outcomes so that tax resolution cases can be solved much faster, which makes the work more profitable.

This course will focus on the fastest way to collect information from clients and populate it to federal and state resolution forms and how to calculate reasonable collection potentials, while saving you 8-10 hours per course.

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

Canopy
Executive
[email protected]
(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.