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May 24, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, announced that it has been part of an...
Tax compliance and enforcement is changing as the IRS cuts budgets and rolls out more automation. This means an increase in automated notices for...
March 9, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, recently announced Work In Progress (WIP)...
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...
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...
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...
Keith Jones, CPA, is a busy tax resolution expert and a Canopy user. He currently practices primarily in rural northwest Florida, but is actively expanding his market to...
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...
Charlie* hadn't filed a tax return in 20 years when he was referred to Financial Harmony Tax Resolution. With Ralph’s compassionate and professional help, Charlie successfully...
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...
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...
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...
November 4, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced Canopy Innovation Summit...
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