Canopy (18)

New Feature: A Simple, New Way to Manage Client Communication

Keeping track of your communications with clients is hard. Email is the go-to option for most tax pros, despite its drawbacks. Email is difficult to keep organized, makes...

3 Ways to Get an IRS Lien Withdrawn

On a list of ways to deal with the IRS, “I’ll worry about it later” falls firmly in the Really Bad Idea column. Unfortunately, most of the taxpayers who come to you for help with...

To Grow Your Practice, Get Out of Your Comfort Zone

Being an expert in your industry isn’t enough to make your business succeed. It’s a reality that makes a lot of small business owners uncomfortable, and tax professionals are no...

3 Tips That Make Networking Easier (And More Successful)

Do you struggle with networking? The thought of making small talk with complete strangers may make you uncomfortable or even downright terrified. You know that meeting new people...

America’s Choice Bookkeeping: Managing a National Clientele with...

Managing clients—and the inevitable mounds of paperwork that accompany them—is a formidable task for any practice. But when most of your clients don’t even live in the same time...

Find Canopy at Accounting and Tax Trade Shows This Summer!

Want to find us this summer? Our product reps have been known to frequent tax trade shows, conferences, and boot camps, and they’re always happy to answer questions and chat with...

Tax Resolution Article Roundup

We’ve written a lot of tax resolution articles since launching this blog nearly three years ago. In fact, we’ve written so much tax resolution information on so many different...

Partial Payment Installment Agreement Vs. Offer in Compromise: Which...

When a client comes to you with a tax debt they simply can’t afford to pay, you have two primary options to help them resolve their IRS problem: a Partial Payment Installment...

How to Use the Collections Expiration Date to Your Advantage

It’s the dream of every person who owes back taxes—the IRS somehow ignores or forgets about a tax debt long enough that the debt simply expires. Nice as it sounds, the IRS is...

Retaining Millennial Employees in your Tax Practice

Some employee turnover is inevitable (and even good), but it can become a problem if you have to replace valuable employees too often. Recruiting and hiring is a time-intensive,...

How the GOP'S Obamacare Replacement Will Affect Taxes

Republicans have now unveiled their long-promised Obamacare replacement: the American Health Care Act. The primary goal of the bill? Roll back the taxes put into place by the...

How to Ask for Referrals to Build Better Clientele [+ Free eBook]

Word-of-mouth referrals are more likely to result in high-quality clients because your existing clients generally only reach out to their contacts they know will be a good fit for...

Northwest Tax Associates: Faster and More Secure with Canopy

Is Your Tax Practice Website Costing You Clients?

The way Americans spend money isn't changing. It has already changed, and your tax practice is not immune. In 2016, more than 265 million Americans regularly used the internet,...

Offer in Compromise Checklist