canopy-logo-black-1 canopy-logo-white-1 canopy-logo-black-1

Schedule your Canopy Demo.

CONTENT HUB >
post-card-author

Canopy (12)

blog_post_thumbnail
Press Room
Canopy Launches Improved Workflow Experience and Tax Professional...

July 16, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based software helping tax and accounting professionals streamline their practice, announced enhancements to...

7/16/19 LEARN MORE
blog_post_thumbnail
Tax Resolution
How to Start Offering Tax Resolution Services

In the past, it was difficult to get into tax resolution. You pretty much had to be an expert of the intimidatingly thick IRS manual. However, now that tax resolution services are...

7/12/19 LEARN MORE
blog_post_thumbnail
Press Room
Getting Paid Just Got Easier with Canopy’s Payments

June 25, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based software helping tax and accounting professionals streamline their practice, today announced a new...

6/25/19 LEARN MORE
blog_post_thumbnail
Marketing Your Practice
5 Simple Ways to Improve Your Website and Bring in Better Clients

According to the U.S. Small Business Association, more than half of all Americans either own or work for a small business and most of those outsource their accounts. So, there’s...

6/20/19 LEARN MORE
blog_post_thumbnail
Press Room
Canopy Releases Tax Prep, Offering the First Tax Preparation Solution...

June 4, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the general...

6/04/19 LEARN MORE
blog_post_thumbnail
Practice Management
Certifications You Need to Start Your Own Tax Business

If you become a tax preparer, it is important to have the skills to effectively and accurately do clients’ tax work. Potential clients need to know they can trust you and that you...

5/22/19 LEARN MORE
blog_post_thumbnail
Tax Resolution
Get Authorized to Represent Tax Resolution Clients in 3 Steps

Getting authorized to offer tax resolution isn’t a complicated process, especially if you’re already a certified enrolled agent, CPA, or attorney. In fact, in just a few steps,...

4/24/19 LEARN MORE
blog_post_thumbnail
Press Room
Canopy to Provide Accountants Nationwide With a “Tax Break” This Tax...

April 15, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced a program to provide...

4/15/19 LEARN MORE
blog_post_thumbnail
Press Room
Canopy Puts Your Accounting Practice in Your Pocket With New Mobile...

April 10, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced a free mobile...

4/10/19 LEARN MORE
blog_post_thumbnail
Practice Management
How to Create an Accounting Business Plan for Your Tax Firm

Before you create your tax and accounting business you should establish a clear vision of what you want your company to become. The more you focus your overall vision, the more...

3/11/19 LEARN MORE
blog_post_thumbnail
Canopy Features and News
Canopy Product Highlight: February 2019

February was a busy month for Canopy and we released a bunch of new features, including an update to client invoicing, a new way to customize your email signature with images,...

3/07/19 LEARN MORE
blog_post_thumbnail
Tax Preparation and Planning
Questions and Answers about the Section 199A Deduction (Video)

Section 199A is one of the most complicated changes to the tax code brought on by the Tax Cuts and Jobs Act. To help clear things up, we’ve put together a few important questions,...

3/06/19 LEARN MORE
blog_post_thumbnail
Practice Management
Should You Start Your Own Tax Practice?

So you’re interested in starting your own tax practice. That can be really exciting, but it can also be a little overwhelming and difficult to know where to begin. So, to help you...

3/01/19 LEARN MORE
blog_post_thumbnail
Tax Preparation and Planning
The Secret to Adding More Value to Your Clients This Tax Season

Not long ago, I came across a practice advertising that their clients didn’t need to be involved in preparing their returns at all. The pitch was, essentially, “We don’t even have...

2/13/19 LEARN MORE
blog_post_thumbnail
Canopy Features and News
Canopy Product Highlight: January 2019

We're starting off 2019 with some new features we thing you're going to love, including an eSign reminder for your clients, a brand new way to manage client's access to the client...

1/31/19 LEARN MORE
pagination_first pagination_previous 10 11 12 13 14 15 16 17 pagination_next pagination_last

They like us. They really really like us.

Based on 1000+ reviews across these platforms

G2
45 stars

4.6 stars on G2.com

capterra-icon-1
45 stars

4.5 stars on Capterra

getapp-icon-1
45 stars

4.5 stars on GetApp