All Collections
Tax Resolution & Notices
All about how to set up transcripts, notices, and collections.
43 articles
Updated Transcript Request Process | FAQ
Updated Transcript Request Process
Transcript Status/Error Messages
Request a Client Transcript
Review Transcripts Documents
Review Transcripts Reports
Revise a Client's Transcripts Settings
Sort and Filter the Transcripts Dashboard
Add Additional CAF Numbers to Your Account
View Economic Impact and Advance Child Tax Credit Payments
Transcripts | FAQ
Getting Started with Transcripts & Notices Standalone
This guide will help you understand how to use and navigate the Canopy Transcripts and Notices standalone experience.
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
View Progress from the Notices Workspace
Archive Notices
View Archived Notices
Print Notices Files
Print Edited Notices Files
Resolution Cases
Formerly "Engagements"
Create a Resolution Case
Add Forms to a Resolution Case
Use Client Surveys
View a Completed Survey
Grant Clients Access to a Completed Survey
Resolution Case and Collections Analytics
Create Custom Service Templates
Use the Service Assistant
Delete and Archive Resolution Cases