Lunch & Learn: Using IRS Transcripts to Take Tax Season 2022 to the Next Level

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About this talk

Make tax season 2022 your most profitable and productive one yet by leveraging IRS transcripts to your full advantage, supported by Canopy’s new IRS-approved transcript tool.

In this session, you’ll learn how Canopy’s IRS-approved transcript tool helps you service tax preparation clients, tax planning clients, and efficiently research for tax representation engagements.

Less Time. More Profits. Happier Clients with Canopy’s IRS Transcripts

Join Chandler Love, Product Manager at Canopy, Jonathan Medows, CPA, Founder of CPA for Freelancers, and Dawn Sabo, Owner of Sabo Accounting in this practical session.

Upon completion of this webinar, participants will be able to:

  • Use tax transcripts to increase revenue for their firms.

  • Understand changes from the IRS in regard to tax transcripts

  • Increase the efficiency of their tax practice workflow to expand into other areas such as IRS representation with a comprehensive practice management platform and new IRS transcript tools.

  • Optimize QuickBooks integrations with practice management and Canopy’s IRS Transcript Tool.

Subject Area: Computer Software & Applications Course level: Basic Instruction method: Internet webinar Prerequisites: None Advanced preparation: None Who should attend: Accountants, Bookkeepers, Managers, Supervisors working/collaborating in tax Series: No Webinar length: 50 min CPE Credits: 1 CPE credit Cost: Free Refund Policy: Non-refundable

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