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New IRS-Approved Transcripts Tool

Erin G
Erin G Posts: 33 admin

Happy Monday to all Recovering Tax Preparers out there,

We have big news!

If you're currently using a tool to pull tax transcripts for your clients, you might have noticed a disruption in this process. This isn’t a mistake or a temporary outage of the service—effective immediately, the IRS is deprecating many transcript-pulling tools permanently.

Canopy is one of a handful of companies selected by the IRS to develop a new tool to improve the security of consumer information.

Our new Transcript Tool integrates directly with the IRS to:

  • Ensure the safety of consumer data
  • Provide near-instantaneous transcript retrieval to our customers
  • Improve overall user experience

Check out this video for more information:

Comments

  • RojiDave
    RojiDave Posts: 1

    So why is the New Canopy tool not operating as of Sunday May 30,2021. Are fees required.?? Thx RojiDave

  • Erin G
    Erin G Posts: 33 admin

    Hi @RojiDave, I cannot identify your account based off this username - but if you are currently operating within our Freemium offering, that transcripts tool has been depreciated along with all other non-Canopy transcript-pulling tools which do not utilize the new IRS API. The new Canopy Transcripts Tool is IRS-approved and does require payment to operate going forward. Please let me know if you would like to be put in contact with our service team to upgrade.
    Best, Erin

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