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5 Ways to Protect Your Clients Against Tax Identity Theft

Tax identity theft is a matter of grave concern for individuals and businesses alike. It robs people of their personal data, tax returns, and all the time and effort they put into...

6/21/21 LEARN MORE
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Advising Clients on the Child Tax Credit

More than 36 million families will receive letters from the IRS in the coming weeks. But this time, it’s good news and you can ease your clients' worry when they call you freaking...

6/17/21 LEARN MORE
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5 Simple Ways to Look Professional on Video Calls

Virtual meetings are a necessity in the modern workplace and they can be a great way to stay in touch with your colleagues and clients who live in far-away places. Here are five...

6/14/21 LEARN MORE
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June First Look: Here Are the New Features Offered on Canopy

Our product team hosted a June First Look webinar detailing the new features they’ve added to make our full suite of services even more robust. Take a look at what’s new and see...

6/10/21 LEARN MORE
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Working in the Office? Going Hybrid? Staying Remote? What to Know

Tax season is finally over and now it’s time to focus on some things that might have gone unnoticed during the busy season — like the important decision on how to adapt your...

6/09/21 LEARN MORE
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Why You Need a Growth Strategy

Should you join ABC organization? How about purchase an ad in XYZ publication? Or set up a table at the upcoming 123 event? If you find yourself contemplating these types of...

6/07/21 LEARN MORE
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Webinar: Be the First to Know About Canopy’s New Features

Join us on Tuesday, June 8 and stay up to date on the latest services Canopy has to offer you at our First Look Webinar. We’ll discuss our recent updates, like the new...

6/03/21 LEARN MORE
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5 Tips for Understanding Your Customers Better

While attracting new customers is always a major goal for any small business, it’s just as important to learn how to keep the ones you already have. One of the best ways to do...

6/02/21 LEARN MORE
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Identify the Right Clients for Your Niche Accounting Firm

When your firm is ready to grow and increase your clientele, it's important to remember that not every prospective client is well suited for your firm. Take a step back and...

6/01/21 LEARN MORE
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This Week's Webinar Wrap-up

On Tuesday, May 25 Canopy hosted a webinar featuring Jason Blumer, CPA about his Client Management Strategies for Accounting Firms. Jason has over two decades of experience in...

5/27/21 LEARN MORE
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New IRS Transcripts API Integration

We all know how critical security has become. It’s super important to our clients and just as important to the health of our firms. Nothing can be more devastating than finding...

5/25/21 LEARN MORE
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Flexing Your Soft Skills

As an accounting subject matter expert, you already know that technology adoption is an industry standard nowadays. Coupled with the right software, the valuable set of niche...

5/21/21 LEARN MORE
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Congratulations: You’ve Unlocked an Achievement!

Welcome to the Post Pandemic Tax Slashing Virtual World Warrior level. It's over! You made it to the end. (Aside from Iowa, Louisiana, Maryland, Oklahoma and Texas CPAs — we’re...

5/18/21 LEARN MORE
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Time to Take Off: Post Tax Season Trip Ideas

We’re in the last stretch. The finish line is in sight. And the weather is starting to warm up. Have you thought about how you’re going to take time off after tax season? What...

5/13/21 LEARN MORE
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Scaling Up Your Accounting Microservices

While most CPA firms typically offer tax, bookkeeping, and review services, according to a 2020 Deloitte survey coupled micro-services are disrupting the classic financial vendor...

5/12/21 LEARN MORE

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