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Canopy (11)

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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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Press Room
Canopy Releases New Updates and Features Across Its Product Suite

June 10, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced a significant number of new...

6/10/20 LEARN MORE
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Press Room
Canopy Welcomes New Vice President of Finance

April 27, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, announced Alison Fuller has joined the...

4/27/20 LEARN MORE
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Tax Resolution
Video: Tips for Filling Out IRS Form 656, Offer in Compromise

IRS Form 656 can be one of the more intimidating IRS forms out there, but it doesn't have to be. Check out our tips for filling out Form 656 out right the first time and get your...

3/24/20 LEARN MORE
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Tax Resolution
What is an Offer in Compromise, and is it right for your client?

Forty-one percent. That’s the percent of offers in compromise the IRS accepted in 2018. As a former Senior Revenue Officer I can tell you that those acceptances weren’t based on...

3/10/20 LEARN MORE
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Tax Resolution
What You Need To Know About Common Tax Penalties

Penalties are undesirable consequences of failing to do something right or timely. Whether they are associated with a sporting event, school grades, or when paying taxes,...

2/28/20 LEARN MORE
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Tax Resolution
Why Millennials Are a Tax Resolution Gold Mine

Traditionally, younger generations are not the target market for most tax firms. Because their tax situations are generally not as complex, taxpayers under the age of 35 are...

2/24/20 LEARN MORE
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Press Room
New Study: Taxpayers Are More Than 2x as Likely to Use DIY Tax...

December 16, 2019 LEHI, Utah--(BUSINESS WIRE)--More than ever Americans will use DIY software to file their taxes in 2019 than tax accountants, according to a new study conducted...

12/16/19 LEARN MORE
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Practice Management
How to Use Time Batching to Boost Productivity in Your Virtual Tax...

Think about your typical day at work.

11/14/19 LEARN MORE
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Practice Management
3 Spooky Clients You Should Avoid

Things are about to get scary this Halloween season, and we aren’t just talking about the haunted houses, spooky stories, or stomachaches from eating too much leftover...

10/23/19 LEARN MORE
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Practice Management
3 Ways to Help Your Clients Renew Their ITINs

One of the ways you can provide outstanding service for your clients is by making them aware of tax-related issues before they become a problem. Many taxpayers who use Individual...

9/20/19 LEARN MORE
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