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Canopy Secures $30 Million in New Funding; Aims to Disrupt $100...

New investment round, led by NEA, brings Canopy’s total funding to $60 million March 27, 2018 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management...

Virtual Tax Practice Series By Jason Blumer

Video: Tips for Filling Out IRS Form 8821

We've got another video for you to help you when filling out IRS forms. In this video, we cover some tips on how to fill out IRS Form 8821 to make sure your tax information...

5 Ways to Grow Your Virtual Tax Practice

The Ultimate Guide to Offer in Compromise from a Former Revenue...

Part 1 — What is Offer in Compromise and is it Right For your Client? An offer in compromise (OIC) is an option offered by the IRS that allows a taxpayer to settle their debt for...

Feature Update: Centralized, Integrated Document Management

You deal with files all day, every day, and because of that, your experience should be as seamless and hassle-free as possible. So, we’ve upgraded our document management to...

The ATA Group: Adding $3,500 in Monthly Recurring Revenue With Canopy

The 5 Steps to Starting a Virtual Tax Practice

IRS Releases New Form W-4, Updates Withholding Calculator

On Feb. 28, the IRS announced a new version of Form W-4 and an updated Withholding Calculator, incorporating changes made under the Tax Cuts and Jobs Act.

The First Step to Starting a Virtual Tax Practice

We teamed up with Jason Blumer, owner of Blumer CPAs, to write an ebook about starting a virtual tax practice. Jason went virtual in anticipation of a different lifestyle and...

Changes to First Time Abatement You Need to Know

First Time Abatement, or FTA, can be a great way to eliminate penalties for a client with good tax history. FTA is a pretty straightforward abatement, but there has been enough...

Your Quick Guide to IRS Notices

It’s important to be aware of different types of IRS notices that may be sent to your clients. These letters can understandably cause quite a bit of stress for the recipient. Any...

Top 10 Tax and Accounting Pros to Follow on Social Media in 2018

Big shifts are taking place in the accounting industry —from the new tax policy to the increasing relevance of blockchain and AI—and tax and accounting professionals are doing...

Tower Financial Partners: Using Canopy to Attract Millennial Clients

Video: Tips for Filling Out Form 9465, Installment Agreement Request

We've put together a brand new video to help you when you're working on an installment agreement. In this video, we cover some quick tips on how to fill out IRS Form 9465. Watch...