# Canopy Tax Resolution Review: Pricing, Features, Alternatives Canopy Tax Resolution: Resolution case module bolted onto Canopy's practice management platform. Pricing from $50 / user/month, SOC 2 yes (type ii), and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/tax-resolution/canopy-tax-resolution/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Tax Resolution & IRS Representation](https://node8.ai/accounting-tools/tax-resolution/) # Canopy Tax Resolution Strong Option · Canopy · founded 2014 Resolution case module bolted onto Canopy's practice management platform [Visit Canopy Tax Resolution](https://www.getcanopy.com/tax-resolution) [All 6 tax resolution & irs representation tools](https://node8.ai/accounting-tools/tax-resolution/) Best for Firms already running Canopy for practice management that take on resolution work a few times a month Starting price $50 / user/month (billed annually, on top of Canopy Standard at $74, Plus at $109 or Premium at $149 per user per month) SOC 2 Yes (Type II) Multi-factor auth Yes Ownership independent Integrates with QuickBooks Online, Xero, UltraTax, Lacerte, Intuit ProSeries, Intuit ProConnect, +7 more The read ## What Canopy Tax Resolution does Resolution here is a module, not a product. Canopy sells a practice management platform covering CRM, documents, portal, workflow and billing, and Tax Resolution is an add-on inside it at $50 per user per month on top of a Standard, Plus or Premium seat. That framing decides most of what follows. The case record sits on the same client record as the 1040 engagement and the bookkeeping file, transcript pulls land in the same document store, and the 433 series questionnaires go out through the portal the client already uses for signing an 8879. Canopy covers collections work including installment agreements, offers in compromise, currently not collectible and lien and levy matters, plus penalty abatement and trust fund recovery, plus innocent spouse and allocation cases. The form library runs to about 230 federal and state documents and includes every state power of attorney, which is more state coverage than most of this category bothers with. Transcripts come through the module and reach back twenty years. Like everything in this category, they are pulled under the firm's own CAF authorization and IRS e-Services credentials, so somebody at the firm has to hold a current e-Services login, and IRS registration for that runs through ID.me. That is the price of entry for the whole category rather than a Canopy limitation, but it is worth budgeting an afternoon for the first time. The gaps are specific. Canopy does not file powers of attorney, so the 2848 or 8821 still gets submitted by hand or by fax before anything can be pulled. Nothing on the vendor's resolution or product pages describes transcript monitoring that alerts the firm when a new assessment posts, a lien goes pending, or a collection statute expiration date moves, which is the feature that earns its keep on an aging inventory of collection cases. The resolution evaluation runs collection calculations and recommends a path, but Canopy does not publish whether the reasonable collection potential engine applies the current IRS Collection Financial Standards automatically or whether allowable living expenses are hand-entered, and that distinction is where offers get computed wrong. Cost is the other issue. A three-person firm pays roughly $3,700 a year for Standard seats before resolution, then another $1,800 for the module, which is a lot if resolution is six cases a year. Against IRS Solutions and PitBullTax the trade is platform versus depth. Both of those are built for resolution first, include or cheaply add transcript monitoring, and cost less in total for a small firm that does not need practice management. Canopy wins when the firm is already paying for the platform, because then the marginal cost is $50 a seat and the client record does not fork. Strong-option is the right place and it stays there. The module is credible and the form coverage is real, but a firm buying resolution software on its merits alone would not start here, and the unpublished detail on monitoring and Collection Financial Standards is exactly the detail a resolution specialist would ask about first. Capabilities ## What you get Transcript retrieval covering up to 20 years of a client's IRS account inside the case record Library of roughly 230 federal and state resolution forms, including every state power of attorney Resolution evaluation that runs collection calculations and returns a recommended course of action Case types for collections, penalty abatement and trust fund recovery, and spousal relief Client questionnaires in the Canopy portal that feed the 433 series calculation forms Pricing, security, integrations ## What it costs and what it connects to Canopy Tax Resolution starts at $50 per user/month (billed annually, on top of Canopy Standard at $74, Plus at $109 or Premium at $149 per user per month). Pricing is per user, per month add-on to a Canopy subscription. Canopy Tax Resolution holds a SOC 2 Type II report, multi-factor authentication is available, SAML single sign-on is supported. Canopy Tax Resolution connects to QuickBooks Online and Xero. Supporting more than one ledger matters for firms whose clients are split across them. On the tax side it works with UltraTax, Lacerte, Intuit ProSeries, Intuit ProConnect, Drake Tax, CCH Axcess Tax and TaxWise, which covers most of what US firms run. Beyond that: Gmail, Microsoft Outlook, Microsoft 365 and Zapier. [Vendor pricing page](https://www.getcanopy.com/pricing) · [Vendor security page](https://www.getcanopy.com/client-management-security/) Our rating ## Why we rate Canopy Tax Resolution a Strong Option Canopy Tax Resolution is rated Strong Option, alongside 0 other of the 6 tax resolution & irs representation tools in this directory. A credible choice that wins on a specific fit rather than across the board — a price point, a niche, a workflow, or an integration the top picks do not cover as well. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Same vendor ## More from Canopy ### [Canopy](https://node8.ai/accounting-tools/practice-management/canopy/) Modular practice management with CRM, documents, portal, workflow and billing for tax and accounting firms Top Pick Alternatives ## Canopy Tax Resolution alternatives ### [IRS Solutions](https://node8.ai/accounting-tools/tax-resolution/irs-solutions/) Resolution case software with transcript pulls and weekly IRS account monitoring in the base price Top Pick ### [PitBullTax](https://node8.ai/accounting-tools/tax-resolution/pitbulltax/) Resolution case software with an unlimited-client single-user licence and a separately priced transcript module Top Pick ### [IRSLogics](https://node8.ai/accounting-tools/tax-resolution/irslogics/) Sales-led CRM and case workflow for tax resolution firms, with transcript pulls attached One to Watch ### [Tax Help Software (THS)](https://node8.ai/accounting-tools/tax-resolution/tax-help-software/) Locally installed bulk IRS transcript retrieval, parsing and account monitoring Top Pick ### [CFS TaxTools](https://node8.ai/accounting-tools/tax-resolution/taxtools/) Windows desktop worksheet and fill-in forms toolbox that happens to include the IRS collection forms Dated [Compare all 6 tax resolution & irs representation tools](https://node8.ai/accounting-tools/tax-resolution/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [Canopy tax resolution product page](https://www.getcanopy.com/tax-resolution) Retrieved 2026-09-08 ### [Canopy pricing](https://www.getcanopy.com/pricing) Retrieved 2026-09-08 ### [Canopy product module index](https://www.getcanopy.com/product) Retrieved 2026-09-08 ### [Canopy security](https://www.getcanopy.com/client-management-security/) Retrieved 2026-09-08 Keep browsing ## Other categories [Practice Management (49)](https://node8.ai/accounting-tools/practice-management/)[General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Planning & Advisory (13)](https://node8.ai/accounting-tools/tax-planning/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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