Content Hub

3 Ways Tax Professionals Can Improve Their Facebook Page

Facebook is currently the most popular social media platform with more than 2.19 billion monthly users. Creating a Facebook page for your tax practice will lead to greater...

Video: Tips for Filling Out IRS Form 2553, Election by a Small...

Today are talking about Form 2553, Election by a Small Business Corporation. In this video, we dive into why you would want to become an S-corporation, who should file Form 2553,...

August 2018 Update: 82 New IRS Notices and Letters Supported by Canopy

Canopy's Notices tool is the fastest way to help your clients deal with IRS notices, and we're always working to make it better. We've recently expanded the number of supported...

Feature Update: Time Tracking Dashboard

Canopy’s time tracking just became more robust with the addition of a dashboard that shows time and revenue metrics across your practice. You’ll now be able to analyze data to...

Canopy Courses Just Got a Whole Lot Better

In November we announced Courses by Canopy, a fresh approach to CE and CPE credits—outstanding instructors, original and engaging content, and best of all: free for life. Today,...

4 Ways Tax Professionals Can Boost Their Social Media Presence

If you’re thinking about developing a social media strategy for your tax practice, you’re on the right track to boosting your marketing efforts. But before you focus on a specific...

Engagement Letters: Six Things Tax Pros and CPAs Should Include in...

Today we’re covering something that every practitioner has to do frequently: write an engagement letter. Getting your engagement letter right a vital beginning to every case and...

The Tax Accountant Who Accidentally Turned into a Successful CFO

Tom was always a curious person.

Tax Resolution Pricing Report 2018

How to Keep Clients Calm When They Get 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...

Tax Prep Pricing Guide 2018

A Look at the CP2000 Notice

When your client calls you in a panic about getting a “bill” from the IRS for underreported taxes, chances are they’ve received the CP2000 Automated Underreporter notice. The...

The Key to Staying on Track with CPE Credits

To renew your Enrolled Agent (EA) credentials with the IRS or to meet the CPE requirements for CPA licensure renewal in your state, you must acquire enough approved continuing...

71 New IRS Notices and Letters Supported by Canopy

Canopy's Notices tool is the fastest way to help your clients deal with IRS notices, and it just got even better. We've recently expanded the number of supported IRS Notices and...

Download Our Complete Virtual Tax Practice Series

We teamed up with Jason Blumer of Blumer CPAs and Thriveal to write an ebook series about running a virtual tax practice. You can now download the full series as a package. The...