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Getting Paid Just Got Easier with Canopy’s Payments

June 25, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based software helping tax and accounting professionals streamline their practice, today announced a new...

5 Simple Ways to Improve Your Website and Bring in Better Clients

According to the U.S. Small Business Association, more than half of all Americans either own or work for a small business and most of those outsource their accounts. So, there’s...

How to Market Your Accounting Services to Small Business Clients

There’s no doubt that marketing strategies have completely transformed over the last decade, thanks to the internet. What was tried and true even a few years ago has evolved into...

7 Canopy CPE/ CE Courses to Take This Summer

Summer is a great time for taking a vacation, evaluating your firm strategy post tax season, and earning your CPE or CE credits. To help out with the third part, we’ve rounded up...

5 Misconceptions About Tax Refunds According to the IRS

As a tax accountant, you have the responsibility of guiding your clients through the confusing and complex process of filing their taxes. The tax code for individuals as well as...

Canopy Product Highlight: May 2019

We've had a busy tax season rolling out new products and features, including Tax Prep, a mobile app, a workflow update, and custom fields. Check out this video for more...

Product Release: Tax Prep

We are excited to announce the release of the newest product joining Canopy’s cloud-based suite: Tax Prep. Our goal is to help you streamline tax season. Canopy’s Tax Prep...

Canopy Releases Tax Prep, Offering the First Tax Preparation Solution...

June 4, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the general...

Tax Resolution Pricing Report 2019

Certifications You Need to Start Your Own Tax Business

If you become a tax preparer, it is important to have the skills to effectively and accurately do clients’ tax work. Potential clients need to know they can trust you and that you...

Feature Update: Workflow Focused on Collaboration

Canopy’s workflow feature is more focused on team collaboration than ever before. We now offer a dedicated workspace for collaborating on complex projects.

9 Podcasts for an Accountant's Morning Commute

One of the most productive things that accountants can do during their morning commute is expand their knowledge by listening to industry-related podcasts. No matter what area of...

Product Update: Canopy Courses

One of the most important aspects of your job as a tax professional or accountant is maintaining your CPE or CE certification. For many, this is an overly time-consuming process...

3 Reasons to Become an Enrolled Agent

Enrolled agents, or EAs, specialize in all kinds of tax issues, both individual and for businesses large and small. As an EA, they earn the right and privilege to represent...

How Much Should You Charge for Tax Resolution Services?

Figuring out how to price your tax resolution services can be difficult. You don’t want to charge too little and sell yourself short, but you also don’t want to charge so much...