Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Accountability Services: Modern Excellence in Accounting with Canopy

Discover how Accountability Services, a forward-thinking accounting firm, leveraged Canopy's solutions for streamlined operations, enhanced efficiency, and improved client satisfaction.

3 min read LEARN MORE

Charting the Future of Accounting

Canopy and CPA Practice Advisor partnered on a survey asking accountants how they saw the profession today and where they thought it would be in three to five years. In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. The survey focused on automation, AI, technology usage, security, client interactions, workforce dynamics, work models and more. Come learn what your peers had to say and get some insights on the future of the profession.

2 min read LEARN MORE

Canopy Summit 2024

Whether you’re sharpening skill as a current Canopy user or exploring new opportunities, you’ll gain valuable tools to drive success in 2025 and beyond.

2 min read LEARN MORE

Hannah Smolinski Shares How to Scale Smart with Tips for Small Business Success

Hannah Smolinski shares financial strategies for scaling small businesses, including the benefits of fractional CFO services, overcoming hiring challenges, and adapting to industry changes.

4 min read LEARN MORE

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Marketing Your Practice

Interview with Jassen Bowman: His Start in Tax Resolution and...

Canopy was excited to chat with Jassen Bowman, a tax firm growth coach, tax resolution marketing expert, author, and consultant. You can see a lot of his work at...

10/20/15 LEARN MORE

Practice Management

Understanding the Millennial Employees in Your Accounting Firm

What are millennials looking for in an accounting career? How can you manage millennial employees in your accounting firm? What makes millennials different than Baby Boomers and...

10/12/15 LEARN MORE

Tax Resolution

Interview with TaxMama®: How to Start a Career in Tax Resolution

Canopy was honored to interview Eva Rosenberg, more commonly known as the Internet's TaxMama®. Enrolled Agent, author of McGraw-Hill's "Small Business Taxes Made Easy," and...

9/02/15 LEARN MORE

Marketing Your Practice

3 Ways to Market Your Tax Resolution Firm

There are a variety of marketing strategies, technologies, and methods you can use to market your tax resolution firm. You can experiment with multiple methods and marketing...

8/21/15 LEARN MORE

Marketing Your Practice

5 Ways a Tax Resolution CRM Increases Revenue

Tax resolution services and client relationship management go hand in hand, as resolving tax controversies can be a highly specialized process. As you scale your tax resolution...

8/06/15 LEARN MORE

Marketing Your Practice

Generate Leads for your Tax Practice with LinkedIn

LinkedIn ranks number one for lead generation over any other social media platform. Are you using LinkedIn to build your tax practice?

7/30/15 LEARN MORE

Tax Resolution

Tax Industry Update: July 2015

Enrolled Agent salaries: In 2013, enrolled agents made an average of $75,000 per year. Enrolled agents with one to three years of work experience can make up to $85,000. Enrolled...

7/22/15 LEARN MORE

Marketing Your Practice

Marketing Your Tax Resolution Practice

With 61% of global internet users researching products and companies online, your tax resolution practice needs an online presence. To attract customers to your tax resolution...

7/20/15 LEARN MORE

Canopy Features and News

Resources to Help You Succeed with Canopy

Customer success is important to us at Canopy! We want everyone who uses our accounting software to be successful and have a great experience. So we've rounded up a few resources...

7/16/15 LEARN MORE

Tax Resolution

How to Become an Enrolled Agent: Step-by-Step Guide

What qualifications are necessary to become an enrolled agent? An enrolled agent is a federally certified tax practitioner who can represent taxpayers before all administrative...

7/09/15 LEARN MORE

Canopy Features and News

New Feature: The Canopy Client Survey

Tax resolution has never been simple. From individuals filing incomplete or incorrect tax returns to company-wide audits, situations vary and require an immense amount of time...

7/01/15 LEARN MORE

Canopy Features and News

Canopy: Tax Resolution Software Built With You in Mind

The tax resolution industry is one of the most under-served areas in accounting. Every year, there are over 8 million delinquent tax accounts. Despite the large number of tax...

6/19/15 LEARN MORE

Tax Resolution

Tax Resolution Basics

Tax resolution is an essential service in the tax industry. CPA practices can expand their service offerings and build new business by taking on tax resolution clients. If you are...

6/16/15 LEARN MORE

Canopy Features and News

Interview Series with Canopy's Founder, Kurt Avarell

Canopy founder Kurt Avarell acutely remembers the strain a paper-heavy workflow puts on the relationship between accountants and their clients. That is why he created Canopy - a...

5/26/15 LEARN MORE

Tax Resolution

CRM Tool Automates Tax Resolution for Accountants

Starting your own business as an independent CPA provides a number of benefits––the freedom to create your own schedule, the independence to set your business strategy, and the...

4/23/15 LEARN MORE