Are you an accountant who used to have the ability to pull transcripts to your purchasers utilizing a third-party software program, then someday final 12 months, that service stopped working—and now you must deal immediately with the IRS?
That’s what occurs when the IRS adjustments its technical necessities. Fairly irritating, proper? If that is the scenario you’ve discovered your self in, you’ll be comfortable to listen to that Cover is partnered with the IRS to offer this service. In truth, Cover is at the moment providing a free trial to anybody who desires to attempt it out.
Simply go to getcanopy.com and enroll—no questions requested, because the saying goes. You’ll be capable of pull your purchasers’ transcripts and notices for zero {dollars} and nil cents—therefore the time period “free trial.”
Transcript and Discover 101—what’s the thin?
For those who’re a tax skilled, skip this part. For those who’re an accountant that has by no means used a tax transcript or discover earlier than, learn on (you’ll be stunned at how helpful these paperwork will be).
A transcript is sort of a receipt. The data it accommodates comes immediately from the IRS. Equally, a discover is a communication from the IRS. Notices get despatched to the taxpayer for quite a lot of causes—data concerning COVID-19 assist, for instance, or an overdue fee.
Coping with the IRS can typically put an individual on the defensive. The consumer might not be as forthright with data as they have to be or might overlook to let you know a couple of discover they didn’t suppose was vital. The doc exhibits what the consumer paid, what they have been refunded, and perhaps even what they have been fined—if actually, they have been.
In fact, a transcript is a great tool for any accountant. Due to COVID-19, the trustworthy residents of america have acquired every kind of notices concerning enterprise assist, youngster tax credit, and different eventualities that the earlier you, the accountant, learn about, the earlier you possibly can alter your protocols and procedures as needed.
A very powerful factor to remove right here is that Transcripts & Notices makes you the proactive accountant you wish to be, stopping pointless surprises to your purchasers.
A fast and simple option to get transcripts and notices
For a lot of the final decade, transcripts weren’t that onerous to come up with, granted the method could possibly be cumbersome. Accountants had quite a lot of choices to assist them request and obtain the paperwork. Then, in Might of 2021, the IRS modified its API necessities that made these choices doable. In consequence, a plethora of instruments that labored completely tremendous at some point have been out of the blue ineffective.
That meant that to order a transcript you needed to go to the IRS web site immediately, work by means of one of many beloved processes the IRS is understood for, watch for the transcript to be despatched to you, open it in a single software program program, switch it to a different software program program so you possibly can start utilizing it . . . the listing of steps appeared to go on endlessly.
With Cover’s Transcripts & Notices, you not must deal immediately with the IRS. Nor do you must wade by means of all the senseless busy work to get the doc you need. The data is delivered in a format that’s straightforward to learn, straightforward to share, and simple to utilize.
Transcripts & Notices + Apply Administration = the whole answer
For those who’re an accountant, you’re clearly enthusiastic about the easiest way to acquire your purchasers’ transcripts and notices. In the intervening time, it’s going to be exhausting to beat Cover’s free trial.
So, don’t attempt boiling the ocean. As a substitute, attempt Cover’s free trial. You’ll get three transcript pulls and three discover creations. Belief us after we say you’ll be coming again for extra.
Mix Transcripts & Notices with Cover’s Apply Administration suite and also you’ve bought a one cease store to gather your tax information, take motion on that information, talk with purchasers concerning that information, and extra.
With Cover, you solely want one subscription—one answer that handles your entire communications with purchasers, organizes and protects your entire consumer’s monetary paperwork, screens your workflow, retains monitor of time and billing, pings the IRS and downloads your purchasers’ transcripts.
For those who’ve by no means tried Cover, signing up for a free trial with Transcripts & Notices is an efficient place to start out. However if you happen to’re severe about streamlining work processes, ensure you try Cover’s different options as nicely. 
