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Webinars
Is Your Firm Ready for More IRS Notices?

Tax compliance and enforcement is changing as the IRS cuts budgets and rolls out more automation. This means an increase in automated notices for...

5/04/21 LEARN MORE
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Press Room
Canopy Delivers Updates to Practice Management Software for the 2021...

March 9, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, recently announced Work In Progress (WIP)...

3/09/21 LEARN MORE
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Tax Preparation and Planning
How Your Small Business Clients Should Prepare for Tax Season 2021

As you know, preparing tax returns for small business clients is a bigger task than preparing tax returns for individuals. There are more considerations and factors that have to...

1/15/21 LEARN MORE
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Practice Management
How to Get the Most Out of Your Seasonal Staff This Tax Season

Every tax professional knows that tax season means long hours, lots of work, and diminished resources. Many tax practices hire seasonal staff to help them get through the busiest...

1/15/21 LEARN MORE
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User Stories
Hurwitz Tax Solutions: Canopy’s Collections Workflow Reduces...

The volume of paperwork that goes with tax resolution can put a strain on client relationships—especially when they’re already being bombarded and overwhelmed by the IRS. But...

12/03/20 LEARN MORE
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Tax Resolution
Nobles Bookkeeping: 3x More Tax Resolution Cases with Canopy's...

Pulling transcripts through e-Services or over the phone can be one of the most frustrating, time-consuming parts of doing tax work, so many tax pros can’t quite believe it when...

11/28/20 LEARN MORE
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User Stories
Northwest Tax Associates: Faster and More Secure with Canopy

Peter Mar of Northwest Tax Associates needed a better way to manage his tax practice. Security for his clients was his first concern, but there were a dozen other little...

11/28/20 LEARN MORE
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Tax Resolution
America’s Choice Bookkeeping: Managing a National Clientele with...

Managing clients—and the inevitable mounds of paperwork that accompany them—is a formidable task for any practice. But when most of your clients don’t even live in the same time...

11/28/20 LEARN MORE
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User Stories
We Legal, APC: Canopy’s Intuitive Interface Makes Employee Onboarding...

Adopting new tax software can be an intimidating process. Updated technology can provide tons of benefits, but training your staff on the new system can be frustrating and...

11/28/20 LEARN MORE
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Press Room
Canopy Launches Innovation Summit 2020 | Canopy

November 4, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced Canopy Innovation Summit...

11/04/20 LEARN MORE
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Practice Management
How Clients Experience a Modern Accounting Firm

Implementing modern accounting practice management software makes a huge difference for accounting professionals. We’ve dedicated more than a few blog posts to how modern software...

10/22/20 LEARN MORE
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Press Room
Updates For Practice Management & Tax Resolution | Canopy

September 23, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced new features and updates...

9/23/20 LEARN MORE
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Press Room
Canopy Expands Board of Directors Bench

September 1, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced the appointment of Brian...

9/01/20 LEARN MORE
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Press Room
Canopy Shares Insights on What Clients Expect from Their Accountant

August 20, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today shared results from its survey on...

8/20/20 LEARN MORE
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Practice Management
How to Fire A Client: A Guide For Who to Keep & Who to Let Go

Clients are what make it possible for you to run your tax and accounting business, and naturally, growing your book of business is a consistent goal each year. But sometimes it’s...

8/19/20 LEARN MORE
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