Article Request

Are we missing something? Please submit an article request. We'll take a look and see if we can add it to our radar.

Please fill out the request form below and we will get to it as soon as possible.

  • Training Videos
  • Article Request
  • Home
  • Integrations
  • IRS Transcripts

Add additional CAF Numbers to your Account

Written by Avery Simmons

Updated at March 4th, 2022

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Product Education Video Series
    Getting Started for Admins Getting Started for Staff Users Client Management
  • Practice Management
    Reporting Audit Log and Permissioning Time and Billing Document Management CRM & Client Portal Workflow and Advanced Reporting
  • Tax Resolution
    Collections Transcripts Notices
  • Guides for your Clients
    Files Set up Payments Mobile App To-do List
  • Integrations
    QuickBooks Online (QBO) IRS Transcripts Canopy Virtual Drive
  • Canopy Mobile App
  • Canopy First Steps
    Settings Managing Contacts Canopy Setup
  • FAQ
  • Canopy Updates
    Product Updates 2022 Product Updates 2021 Product Updates 2020 Product Updates 2019 Product Updates 2018
+ More
Table of contents

    Multiple CAF numbers can be assigned to a single account, allowing you to select which CAF number to use when pulling a transcript. To get started, navigate to your Settings in Canopy.


    1. Ensure that you are on the Profile page located on the left-side column.

    • The profile page is the default page loaded when you navigate to your settings.

    2. Select the Practitioner details tab.


    3. Click Add another CAF Number.

    4. Enter the new CAF Number in the newly created text-box.

    5. Click Save changes.


    Was this article helpful?

    Yes
    No
    Give feedback about this article
    Related Articles
    • Set Up the Transcripts Integration
    • Pull a Client Transcript
    • Review Transcripts Documents
    • Sort and Filter the Transcripts Dashboard

    Sign up for updates

    855.616.7305

    Products

    Practice Management Tax Resolution Pricing

    Company

    About Careers Our Team Contact Us

    Resources

    Support Training Videos Blog Ebooks & Guides Case Studies

    More

    Desktop AssistantIntegrationsDevelopersOur Mobile AppsAffiliate Program
    canopy-logo-white
    Canopy Status Terms & Conditions Privacy Google Data Use Disclosure

    Definition by Author

    0
    0
    Expand