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Everything Accountants Need to Know About the IRS Migration to ID.me

This summer, the IRS will transition its online services for tax professionals to third-party authentication software company ID.me. What does that mean for accountants? You’ll...

1/05/23 LEARN MORE
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How to Successfully Negotiate Effective Tax Administration Cases

What is Effective Tax Administration?

1/02/23 LEARN MORE
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Tax Season 2023 Individual Updates

The tax landscape is constantly evolving, and this year brings many changes and updates that can significantly impact your financial situation. We've covered you, from the...

1/01/23 LEARN MORE
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The Easiest Way to Implement a New Practice Management Software

Hey, I get it. You’re not reading this article for fun. You’re reading because you’re worried about implementing a new practice management software for your accounting firm.

12/29/22 LEARN MORE
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What is a WISP for Accounting and How To Get One

In accounting, WISP stands for Written Information Security Plan. A WISP is a document that accountants are required by law to create. A WISP is your strategy or game plan for...

12/23/22 LEARN MORE
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12 Days of Canopy

The Canopy team is excited to share the most impactful releases launched for you in 2022. In thetrue spirit of Christmas, sing along with a few of our Canopians here while...

12/21/22 LEARN MORE
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5 New Year's Resolutions for Accountants in 2023

It’s almost time to ring in a new year and what better time to start fresh and improve yourself and your career? 2023 is going to be your year and it’s up to you to make the most...

12/21/22 LEARN MORE
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It’s Time for Tax Law Updates – Individual

There’s an old saying that goes: “You can never step in the same river twice.” This is certainly true for tax seasons. Every tax season is a brand-new experience, simply because...

12/16/22 LEARN MORE
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Technology for Accounting Firms: How Tech Makes a Firm Stand Out

Incorporating the right technology into your accounting firm can set your firm apart from the competition, help you win new customers, and maintain loyalty of the customers you...

12/14/22 LEARN MORE
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How to Renew Your PTIN in 15 Minutes

If you are one of more than 759,000 federal tax return preparers in the US, your Preparer Tax Identification Number (PTIN) will expire December 31. It must be renewed before you...

12/05/22 LEARN MORE
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Accounting Software vs. Practice Management Software

Are you looking for accounting software or practice management software? Or, are you still not sure? Well, we can help! There’s actually a big difference between a practice...

12/02/22 LEARN MORE
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Required Minimum Distributions

It’s no secret that the U.S. population is getting older. Today, there are more than 54 million adults aged 65 and older, but by 2030, that number is expected to rise to 74...

11/28/22 LEARN MORE
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5 CPE Courses To Be Grateful For

Are you a CPA who needs to earn those mandatory CPE credits? We’re sharing 5 great course options that you’ll be grateful for while earning your CPE credits for the year. Every...

11/23/22 LEARN MORE
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Angie Lucas: Client Success through Canopy

Angie Lucas, a self-made author, experiences seemless communication with her CPA due to Canopy's client portal.

11/21/22 LEARN MORE
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Earn Free CPE and CE Credits Quickly and Easily

Don’t look now, but the end of the year is almost here. Parties, family get-togethers, ski vacations no doubt. Oh, and don’t forget about reaching your yearly CPE and CE credits...

11/17/22 LEARN MORE

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