Canopy (14)

Canopy Launches Modern CPE Platform for Tax and Accounting...

November 1, 2018 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, announced a new online CPE...

Penalty Abatement Letter Template

3 Things You Should Always Do With New Clients

There’s nothing quite like that feeling of landing the perfect new client. Not only is it great to watch your accounting practice grow, but there’s something about the chance to...

Engagement Letter Checklist

New Feature: Fast and Easy Electronic Signatures

It’s frustrating when seemingly simple things hold up work you’re trying to get done. Like signatures. After all the hard work of putting together an Offer in Compromise or...

A Guide to the Student Loan Interest Tax Deduction

What should you know about the student loan interest tax deduction? Student loans are a means to an end for many college students, as the cost of tuition and earning a degree have...

What You Need to Know About IRS Notice CP14

Getting almost any notice from the IRS is stressful for your clients, but the CP14 is even more unwelcome than most. Having the right guidance from a capable and knowledgeable tax...

Video: Tips for Filling Out IRS Form 2553, Election by a Small...

Today are talking about Form 2553, Election by a Small Business Corporation. In this video, we dive into why you would want to become an S-corporation, who should file Form 2553,...

August 2018 Update: 82 New IRS Notices and Letters Supported by Canopy

Canopy's Notices tool is the fastest way to help your clients deal with IRS notices, and we're always working to make it better. We've recently expanded the number of supported...

Canopy Courses Just Got a Whole Lot Better

In November we announced Courses by Canopy, a fresh approach to CE and CPE credits—outstanding instructors, original and engaging content, and best of all: free for life. Today,...

Engagement Letters: Six Things Tax Pros and CPAs Should Include in...

Today we’re covering something that every practitioner has to do frequently: write an engagement letter. Getting your engagement letter right a vital beginning to every case and...

Tax Resolution Pricing Report 2018

How to Keep Clients Calm When They Get an IRS Notice

Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your clients. Often, taxpayers are so overwhelmed by the...

Tax Prep Pricing Guide 2018

71 New IRS Notices and Letters Supported by Canopy

Canopy's Notices tool is the fastest way to help your clients deal with IRS notices, and it just got even better. We've recently expanded the number of supported IRS Notices and...