Product Roadmap
Complete
#93 — IRS practitioner suite: transcripts, notices, tax resolution
IRS transcripts pull, notice library + response templates, and tax-resolution case management. Canopy's flagship differentiator — no other competitor has the full set, and the roadmap previously had none of it (surfaced by the 2026-07-09 completeness audit of the atomic comparison). Transcripts likely via a provider/API adapter; notices + resolution build on the Phase-2 tax module. Only worth it under tax-first positioning — scope together with the organizer build-vs-integrate decision. Size: L. Source: product-roadmap.md §5.

Migrated to https://github.com/Firmary/firmary-os/issues/388 during the 2026-08-23 GitHub migration (status corrections and full history carried over). Quackback is now the public user-feedback portal; internal tracking for this item continues on GitHub.