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What To Do If Your Client Gets an IRS Notice

Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your clients. Often, taxpayers are so overwhelmed by the...

How To Attract Millennial and Gen-Z Employees to Your Accounting Firm

With 75% of AICPA members eligible for retirement, it’s critical that younger talent be brought into your offices sooner rather than later — Millennials will soon make up...

How To Build Company Culture at Your Accounting Firm

Tips to build company culture Where you work is where you spend at least 40 hours of your time on a weekly basis. That’s more than 2,000 hours annually. If you’re going to spend...

Free CPE: How to Leverage Cloud-Based Practice Management Software

Practice management has become an integral part of running a successful accounting firm. Through the use of modern technology, firms are able to nimbly balance the needs of...

Accounting Professor Turns into a Potato on Zoom in Viral Video

Keeping college students engaged can be a difficult feat for teachers, especially in a remote learning class. But Ryan Ball, an accounting professor for The University of...

What are the Different Types of Accounting Firms?

When people think of the accounting field, usually taxes come to mind. And while a lot of CPA's and accountants do work in tax preparation or with tax returns, did you know there...

How To Optimize Your Time & Billing Systems

The Unromantic (But Necessary) Tax and Money Talk Before Marriage

Martha Stewart showcases 37 perfect marriage proposal stories you need to read. Search for marriage proposal ideas, and Google and Pinterest are full of great ideas. Isn’t that...

4 Ways to Create a Top-Tier Client Experience

Canopy's Transcripts Tool Wins Accounting Innovation Award 🎉

It's time to celebrate! We have some exciting news ... Canopy's IRS Transcripts Tool has been named as a top technology for accounting firms in CPA Practice Advisor's 2021...

Here's Your Chance to Win $1K and the 2021 Canopy Innovation Award

Attention Canopy customers! We're so impressed with what we’ve been hearing about how you’ve tackled recent challenges head-on, innovating every step of the way. Now it’s time to...

EA vs. CPA: Clarifying The Difference In Tax Roles

It's clear you want to be the best you can be, professionally, and a big part of unlocking your potential in the accounting industry is earning certain certifications. Many...

Best Practices for Retaining Clients at Your Accounting Firm

You can’t expect to retain clients without a strong relationship with your clients. Always get to know who they are as a person and identify what their needs are early on in the...

July Product Update: New Features Available to Canopy Users

In the last month, we’ve released some powerful enhancements to Canopy! Learn more about the new features available: