Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...
Getting paid for the work you do is one of the most important steps in running a successful accounting firm (if not the most important), but it can also be one of the most...
If you're a savvy business owner, you've probably wondered if you're charging the right amount for your tax preparation services. There is a lot to consider when determining what...
Social media can be difficult to keep up with. Thousands of people are sharing posts, articles, and photos that compete for your attention daily. Even if you want to stay up to...
We’ve been hard at work creating feature enhancements designed to improve your firm’s efficiency. Let’s take a look at some recently released features.
When there is a tax debt owed, tax professionals can assist their clients in working out an Offer in Compromise (OIC). This is where the taxpayer and tax collector come to a legal...
Working from home can be a bumpy transition when you’re used to collaborating with team members and clients in the office every day. However, by following some best practices, you...
Over the last five months, we’ve been working hard to bring you an improved experience, and we are thrilled to announce an updated Canopy user interface is here! In approaching...
The thought of modernizing your accounting firm can be overwhelming. After all, there are a lot of steps involved. There’s implementing cloud-based accounting software, going...
The Coronavirus Aid, Relief and Economic Security (CARES) Act recently signed into law is the largest emergency aid package in US history and will provide $2 trillion to...
Amend your prior tax returns for expanded net operating loss provisions The CARES Act allows for a five-year carryback of net operating losses arising in 2018, 2019, and 2020. It...
IRS Form 656 can be one of the more intimidating IRS forms out there, but it doesn't have to be. Check out our tips for filling out Form 656 out right the first time and get your...
Forty-one percent. That’s the percent of offers in compromise the IRS accepted in 2018. As a former Senior Revenue Officer I can tell you that those acceptances weren’t based on...
Penalties are undesirable consequences of failing to do something right or timely. Whether they are associated with a sporting event, school grades, or when paying taxes,...
Traditionally, younger generations are not the target market for most tax firms. Because their tax situations are generally not as complex, taxpayers under the age of 35 are...
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