Knowledge Base
  • WEBINARS
  • CLIENT PORTAL HELP
  • LOG IN
  1. Canopy
  2. Tax Resolution & Notices

Tax Resolution & Notices

All about how to set up transcripts, notices, and collections.

Tax Organizers

  • Send Business Tax Organizers
  • Send Bulk Tax Organizers
  • Send Individual Tax Organizers
  • Create a Power of Attorney (POA) Form

Transcripts

  • Transcript Status/Error Messages
  • Set Up the Transcripts Integration
  • Request a Client Transcript
  • Review Transcripts Documents
  • Review Transcripts Reports
  • Revise a Client's Transcripts Settings
See all 10 articles

Collections

  • Purchase Collections Cases
  • Activate a Collections Case
  • View Collections Analytics

Notices

  • Navigate the New Notices Workspace
  • Create a Notice
  • Use Notice Templates
  • Manage Notices From the Tasks List
  • Notices Glossary

Getting Started with Transcripts & Notices Standalone

  • Use Transcripts & Notices In-App Guides
  • Request a Client's Transcripts
  • Revise a Client's Transcripts Settings
  • Request a Client's Transcripts Again
  • Create Notices
  • Update Statuses from the Notices List
See all 11 articles

Engagements

  • Use Client Surveys
  • Create an Engagement
  • Create an Engagement Letter
  • Create a Letter Template
  • Update Your Letter Templates
  • Add Forms to an Engagement
See all 13 articles
  • Status
  • Release Notes
  • Product Feedback
  • Terms & Conditions
  • Privacy
  • Google Data Use Disclosure