If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

Transcript Downloads from the IRS

There is a need to have the ability to immediately download transcripts from the IRS into reports and documents. When transcripts are available for a new client in a secure IRS online portal, a Canopy subscriber should be able to access the information from the IRS and have it automatically transfer into Canopy's transcript reports and documents without having to wait 6 to 8 weeks before a direct link from Canopy has been established with the IRS.

Comments

  • Erin G
    Erin G Posts: 33 admin

    Hi @MJones, thanks again for this suggestion! We have exciting news coming tomorrow regarding Transcripts - stay tuned. But meanwhile, could you please elaborate on the 6-8 waiting period you're incurring? Once you have a valid CAF number and a Power of Attorney on file for your client, you should be able to pull multiple transcripts in minutes.

Sign In or Register to comment.

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!