Content Hub

24 for 2024: New Workflow Templates with Automations

Updated Tax-Specific Accounting Workflow Templates: At Canopy, we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you...

The Ultimate Guide to Accounting Practice Management Software

Ten Ways to Fix Email at Your Firm

10 Influential Women in Accounting 2024

In the spirit of International Women's Day, we continue to recognize and celebrate the contributions of women in the tax and accounting industry. This year, we're highlighting a...

eSignature Templates

What's new: To enhance your experience and help you save time, we've introduced eSignature templates on Canopy. These templates enable you to easily add signature, initial, and...

Feature Update: Knowledge-Based Authentication

Canopy’s eSign helps you securely and seamlessly create an authoritative and instant agreement between you and your clients on any of your documents, and it just got better. With...

Everything You Need to Know About Canopy in 2 Minutes (Video)

One of our primary goals here at Canopy is to help accountants and tax pros save time. How exactly do we do that? By providing a firm-wide operating system that seamlessly...

Using Data from Canopy Insights Improves Harvest Accounting Firm...

Profile: Harvest Accounting Firm, founded in August 2020, specializes in serving small family-owned and operated businesses across various industries. With a focus on businesses...

Tax Return Checklist for Clients

With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put...

Liz Scott on Tech Selection: Empowering Accountants as Tech Advisors

In this episode of Canopy's Practice Success podcast, Liz Scott discusses the critical aspects of technology in accounting. She draws an analogy between selecting tech apps and...

How to Reactivate Your Suspended e-Services Account

As a tax accountant, the IRS has provided you and other financial professionals with an impressive assortment of web-based tools that facilitate interaction. Known as e-Services,...

Expense Management

What's New: We’re happy to announce the release of expense management in Canopy. As you incur expenses in your firm specifically related to clients, you can now record those...

How to Get an Extension on IRS 1099 Filing

When are 1099s due? All 1099-MISC forms that report non-employee compensation (NEC) must be sent to both the recipient and the IRS by January 31. All other 1099s are due February...

Form 2553: An Overview of Who, When, and Why

IRS Form 2553, Election by a Small Business Corporation, is filed by a corporation or other eligible entity to make an election to be an S corporation under section 1362(a)....

10 Tax Preparer Penalties to Avoid

Your clients count on you to handle their tax issues, and you’ve earned that trust through transparency, customer service, and demonstrating your expertise. When preparing a...