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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
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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
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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
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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
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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
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Tax Preparation and Planning
What You Need to Know About the 199A Pass-Through Deduction

One of the big changes for last tax season was the implementation of the 199A deduction, also known as the pass-through deduction. This provision is designed to help alleviate the...

1/18/19 LEARN MORE
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Canopy Features and News
Canopy Expands into New HQ, Plans to Double Workforce

Lehi, UT – January 17, 2019 - Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the opening of its new...

1/17/19 LEARN MORE
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Press Room
Canopy Expands Into New HQ, Plans to Double Workforce

January 17, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the opening of its...

1/17/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: December 2018

We released some great new features in December, including the new Transcripts Chrome extension, A/R reporting updates, and billing dashboard updates. Watch the video below to get...

1/03/19 LEARN MORE
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Practice Management
4 Tips for More Effective Training

If you’re going to take valuable time out of your workday to train your staff, you want to make sure that training is worth the time and effort. You have skills and knowledge you...

12/28/18 LEARN MORE
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Tax Resolution
Step by Step Offer in Compromise Checklist

We’ve intentionally avoided cluttering this checklist with in-depth instructions, but there’s more to this checklist than meets the eye. In addition to giving you a convenient...

12/12/18 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: November 2018

We're always adding new features to make Canopy the best possible experience for all our users. November was a great month for releasing big features, including Recurring...

12/04/18 LEARN MORE
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Press Room
Canopy to Offer Tax Prep Product; Capitalizing on $31B Opportunity

November 19, 2018 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced its plans to...

11/19/18 LEARN MORE
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Tax Preparation and Planning
Video: Quick Tips of Filling Out IRS Form 8809

We've put together another IRS Forms video, this one for IRS Form 8809, Application for Extension of Time to File Information Returns. This is a pretty simple form, but figuring...

11/12/18 LEARN MORE
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Canopy Features and News
Canopy Launches Modern CPE Platform for Tax and Accounting...

Lehi, UT - November 1, 2018 - Canopy, the leading cloud-based practice management platform for tax and accounting professionals, announced a new online CPE platform, a robust and...

11/01/18 LEARN MORE
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