Pulling IRS transcripts doesn’t have to be a time-consuming, frustrating process. With Canopy, you can retrieve transcripts quickly, securely, and with fewer headaches. Here’s why firms use Canopy:
- One-time IRS login – No more re-authenticating every time you need a transcript
- Fast, automated pulls – Get the transcripts you need in seconds
- Real-time monitoring – Be alerted to changes on client accounts instantly
- Seamless notice resolution – Use pre-built workflows to respond faster
See for yourself how easy transcript retrieval can be—your first 3 transcript pulls are on us.