Content Hub

Feature Update: Time Tracking with Multiple Timers

In April we introduced time tracking to the Canopy lineup, and in August we made it more robust. Now, we’ve improved it further to make it even more useful for you and your firm....

3 Ways Tax Professionals Can Boost Their Twitter Profile

Twitter is different from other social media platforms in that your posts have to be brief. You only have 280 characters to get your point across, which can be a good thing....

Engagement Letter Checklist

New Feature: Fast and Easy Electronic Signatures

It’s frustrating when seemingly simple things hold up work you’re trying to get done. Like signatures. After all the hard work of putting together an Offer in Compromise or...

Tax Reform 2.0 to Be Voted on Soon

It’s been nine months since the new tax law was passed, and this month Tax Reform 2.0, a series of three bills, was released. The House Ways and Means Committee passed Tax Reform...

New Feature: Custom Branding

With our newest feature, you can tailor Canopy to your brand’s look and feel for a more professional client experience. From your client portal to your invoices, you’ll be able to...

Tax and Accounting Trends for 2018-2019

Technology changes at a rapid pace, and companies across the globe are constantly evolving to keep up with modern movements. Such advances can propel today’s accounting and tax...

A Guide to the Student Loan Interest Tax Deduction

What should you know about the student loan interest tax deduction? Student loans are a means to an end for many college students, as the cost of tuition and earning a degree have...

How to Attract Millennial Clients

Businesses across the United States are working hard to attract and retain members of the millennial generation. Accounting and tax firms especially need to offer services and...

Cloud vs. Desktop: Your Accounting Software Options

By now you’ve probably seen or heard of cloud accounting software at association meetings, trade shows, and online. Cloud-based tools may be one of the most impactful developments...

4 Things Accounting Students Should Know Before They Graduate

For accounting students everywhere, school is back in full swing. Whether you’re in your first semester of accounting classes or your last, it’s important to remember the end...

Top 10 Non-Technical CPE Options

Just want fast access to free, high-quality CE and CPE courses? Check out Courses by Canopy. 1. American CPE, “Attracting Clients to Your CPA Firm” Format: Self-Study

Tax Planning: The Good, the Bad, and the Ugly

When your clients come to you and wonder what they can do to save money when it comes to paying taxes, you can recommend tax planning services. Many taxpayers aren’t aware of how...

What You Need to Know About IRS Notice CP14

Getting almost any notice from the IRS is stressful for your clients, but the CP14 is even more unwelcome than most. Having the right guidance from a capable and knowledgeable tax...