Canopy (21)

How to Find the Right LinkedIn Groups to Grow Your Tax Practice

So you want to be a LinkedIn superstar. You’re committed to curating a professional profile, connecting with all the right people, and occasionally even publishing fantastic,...

Video: How To Get More Tax Resolution Clients

You're a tax professional. You can work numbers like Eric Clapton works a guitar. You are a veritable god of Excel. The IRM is... okay, the IRM is still a pain, but it's no longer...

Offer in Compromise: Basics and Applications

How to Convert a Tax Resolution Lead to a Client

Your initial interactions with a tax resolution lead can make all the difference when it comes to converting prospective clients to paying customers. You should have two goals in...

Financial Harmony Tax Resolution: Increased Job Satisfaction With...

Charlie* hadn't filed a tax return in 20 years when he was referred to Financial Harmony Tax Resolution. With Ralph’s compassionate and professional help, Charlie successfully...

4 Tips for Getting Better Online Reviews

In a world where decision-making processes often begin with a Google search, online reviews are undeniably impactful. According to a 2013 survey, as many as 88% of consumers say...

Free ebook: 7 Big Reasons You Should Offer Tax Resolution

Have you been considering growing your practice by offering new services? Wondering how to solve your accounts receivable issues? Looking for lucrative services to supplement your...

Michael Rozbruch's 5 Secrets To A Million Dollar Tax Resolution...

Our good friend Michael Rozbruch—founder of Michael Rozbruch's Tax and Business Solutions Academy and author of The Tax Resolution Success Resource System Manual—is hosting a free...

Tax Resolution Software

How to Prepare an Offer in Compromise (video)

Get all of the info you need to prepare an Offer in Compromise case with this new video tutorial by Tanya Baber.

New Feature: Penalty Abatement Made Easy (VIDEO)

Today's release of Canopy's Penalty Abatement service is the first of several exciting out-of-the-box services coming early this year. As always, you can create custom steps for...

How To Grow Your Tax Practice

When you start your career in accounting, it is beneficial to work for a larger firm for a few years. You can learn essential business skills, make connections with seasoned...

How To Communicate With Tax Resolution Clients | Canopy

Here is the second part of an interview we did with Jassen Bowman. Here we discussed how he has perfected the methods of communication with his tax resolution clients and tax...

5 Reasons Accountants Need a Facebook Page

With the rise of social media and online marketing, tax practices have an opportunity to better connect with their local communities. How does Facebook advertising make a...

Interview with Jassen Bowman: His Start in Tax Resolution and...

Canopy was excited to chat with Jassen Bowman, a tax firm growth coach, tax resolution marketing expert, author, and consultant. You can see a lot of his work at...