Canopy (16)

New Canopy Solution Significantly Reduces Time Spent on IRS Notices

May 1, 2018 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice efficiency platform for tax and accounting professionals, unveiled its Notices solution today,...

The Ultimate Guide to Tax Resolution For Tax Professionals

What is Tax Resolution? Tax resolution is the umbrella term for services that aid taxpayers when they run afoul of the IRS. Sometimes called IRS representation, tax problem...

The Ultimate Guide to IRS Forms

Confronting an unfamiliar IRS form can be a little bit daunting. There are, of course, forms you can breeze through with your eyes shut because you’ve filled out hundreds or even...

Canopy Secures $30 Million in New Funding; Aims to Disrupt $100...

New investment round, led by NEA, brings Canopy’s total funding to $60 million March 27, 2018 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management...

Video: Tips for Filling Out IRS Form 8821

We've got another video for you to help you when filling out IRS forms. In this video, we cover some tips on how to fill out IRS Form 8821 to make sure your tax information...

The Ultimate Guide to Offer in Compromise from a Former Revenue...

Part 1 — What is Offer in Compromise and is it Right For your Client? An offer in compromise (OIC) is an option offered by the IRS that allows a taxpayer to settle their debt for...

The ATA Group: Adding $3,500 in Monthly Recurring Revenue With Canopy

Changes to First Time Abatement You Need to Know

First Time Abatement, or FTA, can be a great way to eliminate penalties for a client with good tax history. FTA is a pretty straightforward abatement, but there has been enough...

Video: Tips for Filling Out Form 9465, Installment Agreement Request

We've put together a brand new video to help you when you're working on an installment agreement. In this video, we cover some quick tips on how to fill out IRS Form 9465. Watch...

2018 Tax Resolution Pricing Report Survey (Plus a Chance to Win a $50...

Our free 2017 Tax Resolution Pricing Report was one of our most popular downloadable resources last year. Thousands of tax pros downloaded it in their search for the latest...

What the Accounting Industry Can Learn from the Silicon Slopes Tech...

We recently had the chance to attend a huge technology conference right in our own backyard: the Silicon Slopes Tech Summit. With speakers such as Steve Young, Omar Johnson...

How to Request Penalty Abatement

Let’s say you’ve determined that your client is eligible for a penalty abatement to help reduce their tax debt. How do you go about actually requesting a penalty abatement from...

Blockchain Demystified

How Bitcoin Solves The Problem Of Digital Money | Canopy

You’ve heard of Bitcoin. It’s been featured endlessly by every news outlet and online publication. But what is it really? It’s more than just digital money (we already have a lot...

Product Update: Two-Factor Identification and Password Strength Meter

Canopy is now even more secure! We’ve just rolled out two updates to the Canopy app that will help our users keep their clients’ data more safe: two-factor authentication and a...