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Canopy (12)

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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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Tax Resolution
The Guide to Getting Your Client's Offer in Compromise Accepted

By: Jeffrey McNeal, EA, former Revenue Officer for the IRS Offer in Compromise (OIC) is a program administered by the Internal Revenue Service which allows taxpayers to settle...

9/13/19 LEARN MORE
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Practice Management
10 Benefits of Managing a Virtual Accounting Firm

There are many reasons to consider starting a virtual accounting firm. Perhaps you are just starting up and don’t have a lot of cash or you want to build up your clientele before...

9/11/19 LEARN MORE
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Press Room
Canopy Welcomes New Vice President of Product

August 21, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based software helping tax and accounting professionals streamline their practice, announced Larry Furr has...

8/21/19 LEARN MORE
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Tax Preparation and Planning
How Taxes Are Expected to Change in 2019

Tax law can seem like a moving target, with administrations making changes to meet campaign promises or to try to regulate the economy. The year 2019 is no different. While not a...

8/15/19 LEARN MORE
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Marketing Your Practice
10 Podcasts to Make You a Better Tax Pro

Unless you're one of the lucky few tax pros working from a home office, you’re in constant need of something useful to do on your commute. The good news is that the rise of...

7/23/19 LEARN MORE
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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
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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
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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
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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
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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
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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
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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
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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
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