Canopy Review
Use Cases and Deployment Scope
Pros
- Good research on what info needs to be included in IRS response letters.
Cons
- Obtainment of transcripts actually does not save time. Quicker to get transcripts directly from IRS than to use the Canopy feature. Oftentimes the obtainment of transcripts feature was not working.
- IRS penalty abatement letters section was not user-friendly. Our staff often ended up just doing the letters to IRS manually.
- Very poor customer service.

