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Easily Share Files with Anyone Using a Secure Link

What's New: Sharing a file with clients or key stakeholders has just gotten easier. Now you can send a file using a secure link. Recipients will receive an email (to the one you...

2/21/23 LEARN MORE
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Break Down the Email Silo Without Losing Security and Control

What's New: Canopy already de-siloed email with the global inbox, sharing inboxes, and the communication tab. With privatizing emails, you get the perfect balance of breaking down...

2/16/23 LEARN MORE
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IRS Form 941: The Lookback Period and Deposit Schedules

IRS Form 941, Employer’s Quarterly Federal Tax Return, is used by an employer to report federal income tax withheld from employees (including withholding on sick pay and...

2/10/23 LEARN MORE
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A Guide for 2023 Tax Season Webinar — Q&A

In our recent webinar, "A Guide for 2023 Tax Season Individual Updates", we provided a quick guide to understanding the updates for the 2023 tax season and highlighted some ways...

2/01/23 LEARN MORE
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Canopy Helps Accounting Firm Improve Onboarding Processes

"We log into Canopy in the morning and then when we log out in the afternoon, we're logging out of Canopy. We're literally using it as our workflow management with it throughout...

1/23/23 LEARN MORE
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A Closer Look: Preparing for Tax Season

Whether you’re new to Canopy or you’ve been with us for a while, this webinar will provide a closer look into several features that we’ve released...

1/19/23 LEARN MORE
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2023 Business Tax Updates

There are many interesting changes in business taxation for the 2023 season! Since tax planning for businesses is an important part of our practice, there are several things we...

1/20/23 LEARN MORE
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Tax Clinic Able To Serve 30% More Clients Thanks To Canopy Donation

“We wouldn't have been able to do it this year without Canopy—we wouldn’t have been able to serve 615 people.” — Sherry Almquist, EA and director of Centro Hispano Tax Clinic...

1/19/23 LEARN MORE
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A Basic Guide to Using Email Marketing During Tax Season

According to SUMO, the average financial return for email marketing is $44.25 for every $1 spent! Still think email marketing shouldn’t be a priority for your tax practice during...

1/19/23 LEARN MORE
on demand
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Guide to 2023 Tax Season Individual Updates

One thing that has remained the same over the past few years, is that everything changes as it relates to taxes. The 2023 tax season is no different....

1/11/23 LEARN MORE
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What You Need to Know for Tax Season 2023

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Have a Better View into Your Work with the New Task Workspace

What's New: We’ve recently modernized the task workspace that will make it easier to visually understand the work within your firm on the task or subtask level. We hope this new...

1/11/23 LEARN MORE
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How to Decide Between Self-Study and Live CPE Options

Your success as a tax professional requires numerous hours of continuing professional education but it’s not always easy to find time to take courses. However, those hours of...

1/09/23 LEARN MORE
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Everything Accountants Need to Know About the IRS Migration to ID.me

This summer, the IRS will transition its online services for tax professionals to third-party authentication software company ID.me. What does that mean for accountants? You’ll...

1/05/23 LEARN MORE
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How to Avoid Burnout During Busy Season

When you think of tax season, does burnout come to mind? I haven’t conducted a formal poll, but my guess is the answer would be “yes” for many CPAs and accountants. In preparing...

1/04/23 LEARN MORE

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