This is a list of our most frequently asked questions about Resolution Cases (formerly Engagements).
What is a Resolution Case?
A Resolution Case enables you to send your client the Client Survey, generate forms, send engagement letters, and complete other functions dealing with your client's tax resolution case.
For example, to complete a Power of Attorney form in Canopy, a Resolution Case will first need to be created.
Can I create Resolution Cases in bulk?
Currently, creating Resolution Cases in bulk is not a function available in Canopy.
Why do I have to create a Resolution Case every time I want to do something?
Resolution Cases should only be created on a per-case basis. If the case you are working on includes sending a letter to the client, filling out a form, and sending a client request, only one Resolution Case should be created for that instance.
How do I create a Resolution Case?
Please refer to the Create a Resolution Case article for more information regarding how to create a resolution case in Canopy.