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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:

5 Olympians Who Were Also Accountants

We all love watching the Olympics and after waiting an entire year, the 2020 Olympics are finally here. As we watch these seemingly superhuman athletes display their physical...

What to Know About the 2021 CPA Exam Changes

As we all know, technology is becoming an integral tool in every industry, especially within the finance and accounting world. The world's first accountants used abacuses but as...

Get Free CPE Credits and Learn About 2021 Tax Law Updates

The American Rescue Plan Act of 2021 (ARPA) was signed into law on March 11, 2021, just barely after the Consolidated Appropriations Act of 2021 (CAA) was signed into law December...

3 Reasons Engagement Letters are Critical to Your Practice

Engagement letters are the foundation of the legal relationship between tax professionals and their clients. They are letters that, once signed by both you and your client,...