Canopy (18)

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

Grow Your Tax Practice With These Free Downloadable Marketing Tools

In today’s competitive market, if you’re not actively marketing your business, you’re losing business to someone who is. You know marketing is important, but marketing takes time,...

Nobles Bookkeeping: 3x More Tax Resolution Cases with Canopy's...

The Secret to Doubling Your Tax Resolution Business This Tax Season

Many tax pros have a habit of putting their tax resolution services on hold as tax prep season approaches--but this is a mistake. For practitioners who offer tax resolution...

New Feature: Pull IRS Transcripts in as Little as 2 Minutes

Transcripts is one of Canopy’s most talked about features, and we’re now offering a free trial. That means you get access to:

The Best Way to Quickly Find [Good] Tax Articles

You know that keeping up with the ever-changing tax landscape is an important part of being a successful tax pro. But who has time to stumble around the internet, hoping to...

The Ultimate Tax Resolution Workflow (Infographic)

Tax resolution cases require a lot of information from your clients. That means that you likely spend a lot of time preparing paperwork to send to clients and then waiting around...

Prep for Tax Season by Getting a Small Business Loan

Tax filing season—which starts January 1st and ends April 15th—is by far the busiest time of year for tax professionals. A 60-hour, six-day workweek is not uncommon for many CPAs....