Canopy (10)

5 Tips for Understanding Your Customers Better

While attracting new customers is always a major goal for any small business, it’s just as important to learn how to keep those customers. One of the best ways to do this – and in...

Canopy Collaborates With IRS On API Integration | Canopy

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...

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)...

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...

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...

Tower Financial Partners: Using Canopy to Attract Millennial Clients

The ATA Group: Adding $10,000 in Monthly Recurring Revenue With Canopy

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...

Keith Jones, CPA: An All-In-One Software Solution

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...

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...

Financial Harmony Tax Resolution: Increased Job Satisfaction With...

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...

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...

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...