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The First Step to Growing Your Virtual Tax Practice

Your business can be as big as you want it to be, as long as you let go. -Jason Blumer

Feature Update: Synchronized Team Schedules

Coordinating the schedules of every team member and all your clients can feel like an impossible task at times. But with Canopy’s newest Practice Management update, you’ll be able...

What You Need to Know About the GDPR

The European Union (EU) will soon experience the biggest change to data protection laws in 20 years with the introduction of the General Data Protection Regulation (GDPR). The...

How to Create a Social Media Presence for Your Tax Practice

Top 10 Tax-Related CPE Options

1. Canopy, "IRS Penalty Abatement Basics" Format: Webinar Credits: 1

New Product: Get Answers to IRS Notices in Minutes

It’s May 1 and as promised, we have a big announcement to make. We have added a new product to Canopy: Notices.

How to Manage Your Virtual Tax Practice Effectively

We recently teamed up with Jason Blumer, owner of Blumer CPAs, to write an ebook series about running a virtual tax practice. The newest ebook is all about managing a virtual...

The Ultimate Guide to Managing CPE Credits and Courses

Earning and managing CPE credits is a large task. You have to decide which courses to take, make sure they meet the necessary requirements, work the courses into your schedule,...

New Feature: Effortless Time Tracking

Canopy’s time tracking is here. Now you can easily track your productivity and get paid faster. Here are four time tracking features to try out.

How to Know if Your Client is Eligible for Failure-to-Pay Penalty...

For the 2017 fiscal year, the IRS assessed 38.8 million civil penalties, amounting to $26.5 billion. Of those penalties, 4.3 million were abated. The most common reason for civil...

The Ultimate Guide to Accounting Practice Management Software

The thought of modernizing the way you manage your accounting practice can be overwhelming. After all, there are a lot of steps involved. To truly modernize you have to invest in...

Feature Update: Centralized, Integrated Document Management

You deal with files all day, every day, and because of that, your experience should be as seamless and hassle-free as possible. So, we’ve upgraded our document management to...

IRS Releases New Form W-4, Updates Withholding Calculator

On Feb. 28, the IRS announced a new version of Form W-4 and an updated Withholding Calculator, incorporating changes made under the Tax Cuts and Jobs Act.

The First Step to Starting a Virtual Tax Practice

We teamed up with Jason Blumer, owner of Blumer CPAs, to write an ebook about starting a virtual tax practice. Jason went virtual in anticipation of a different lifestyle and...

Your Quick Guide to IRS Notices

It’s important to be aware of different types of IRS notices that may be sent to your clients. These letters can understandably cause quite a bit of stress for the recipient. Any...