Micala Ricketts (2)

How Canopy Can Help You Manage Clients in Your Accounting Firm

Client management is one of the most important aspects of running an accounting firm, but it can also be one of the most difficult. After all, it can be time-consuming and it...

9 Ways to Help Small Business Clients Be Financially Successful

As an accountant, you work with a variety of clients with different needs. One group of clients that can help you grow your business and expand your service offering is small...

What Clients Expect from Their Accountant 2020 Report

Product Update August 2020

Strengthening your client relationships through improved communication tools is vital to any accounting firm. Our team has been hard at work to bring you updates aimed at...

Tax Resolution Pricing Report 2020

How to Price Your Tax Resolution Services

How much should you charge for tax resolution services? It’s a difficult question to answer. After all, many tax professionals don’t advertise their fees, and even when you do...

9 Best Practices for Building Client Relationships in an Accounting...

Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...

How to Streamline Your Time and Billing Process Using Canopy

Getting paid for the work you do is one of the most important steps in running a successful accounting firm (if not the most important), but it can also be one of the most...

How Tax Firms Are Pricing Their Tax Preparation Services in 2020

If you're a savvy business owner, you've probably wondered if you're charging the right amount for your tax preparation services. There is a lot to consider when determining what...

Tax Prep Pricing Guide 2020

Top 10 Accounting Influencers to Follow on Social Media in 2020

Social media can be difficult to keep up with. Thousands of people are sharing posts, articles, and photos that compete for your attention daily. Even if you want to stay up to...

Product Update May 2020

We’ve been hard at work creating feature enhancements designed to improve your firm’s efficiency. Let’s take a look at some recently released features.

A Crash Course in State-Specific Offers in Compromise

When there is a tax debt owed, tax professionals can assist their clients in working out an Offer in Compromise (OIC). This is where the taxpayer and tax collector come to a legal...

Tips for Working from Home Effectively as an Accountant

Working from home can be a bumpy transition when you’re used to collaborating with team members and clients in the office every day. However, by following some best practices, you...

3 Outdated Areas of Your Accounting Firm (And How to Modernize Them)

The thought of modernizing your accounting firm can be overwhelming. After all, there are a lot of steps involved. There’s implementing cloud-based accounting software, going...