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Tax Preparation and Planning
How Your Small Business Clients Should Prepare for Tax Season 2021

As you know, preparing tax returns for small business clients is a bigger task than preparing tax returns for individuals. There are more considerations and factors that have to...

1/15/21 LEARN MORE
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Practice Management
How to Get the Most Out of Your Seasonal Staff This Tax Season

Every tax professional knows that tax season means long hours, lots of work, and diminished resources. Many tax practices hire seasonal staff to help them get through the busiest...

1/15/21 LEARN MORE
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Canopy Features and News
Year in Review: 2020 Product Roundup

For the Canopy team, 2020 was a year of focusing on enhancing our Practice Management features and improving overall user experience. We released a lot of product updates...

1/11/21 LEARN MORE
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Practice Management
5 Productivity Tips for Accountants

In a time with a great emphasis on being productive, many accounting professionals feel like they have more work to do and less time to complete it. It can be difficult to stay...

12/18/20 LEARN MORE
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Industry News
4 Changes for Tax Season 2021 Due to COVID-19

Tax year 2020 came with quite a few changes (largely due to the pandemic). Here are four changes around COVID-19 to be aware of as you head into the upcoming tax season.

12/18/20 LEARN MORE
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User Stories
Hurwitz Tax Solutions: Canopy’s Collections Workflow Reduces...

The volume of paperwork that goes with tax resolution can put a strain on client relationships—especially when they’re already being bombarded and overwhelmed by the IRS. But...

12/03/20 LEARN MORE
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Tax Resolution
Nobles Bookkeeping: 3x More Tax Resolution Cases with Canopy's...

Pulling transcripts through e-Services or over the phone can be one of the most frustrating, time-consuming parts of doing tax work, so many tax pros can’t quite believe it when...

11/28/20 LEARN MORE
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User Stories
Northwest Tax Associates: Faster and More Secure with Canopy

Peter Mar of Northwest Tax Associates needed a better way to manage his tax practice. Security for his clients was his first concern, but there were a dozen other little...

11/28/20 LEARN MORE
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Tax Resolution
America’s Choice Bookkeeping: Managing a National Clientele with...

Managing clients—and the inevitable mounds of paperwork that accompany them—is a formidable task for any practice. But when most of your clients don’t even live in the same time...

11/28/20 LEARN MORE
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User Stories
We Legal, APC: Canopy’s Intuitive Interface Makes Employee Onboarding...

Adopting new tax software can be an intimidating process. Updated technology can provide tons of benefits, but training your staff on the new system can be frustrating and...

11/28/20 LEARN MORE
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CPE
What's the Difference Between CE and CPE Options?

Your professional accounting qualifications speak on your behalf, letting clients know that you are an expert in different areas of accounting and taxation. From federal tax...

11/19/20 LEARN MORE
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Canopy Features and News
Canopy Innovation Summit 2020 Recap

On November 10 we kicked off our inaugural Innovation Summit. The agenda included topics such as the importance of adapting to change, how firms can practice everyday innovation,...

11/12/20 LEARN MORE
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Tax Preparation and Planning
An Introduction to Client Accounting Services

Offering client accounting services (CAS) has become increasingly common in the past few years. In fact, according to an Accounting Today survey, in 2019 the breakdown of...

10/27/20 LEARN MORE
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Practice Management
How Clients Experience a Modern Accounting Firm

Implementing modern accounting practice management software makes a huge difference for accounting professionals. We’ve dedicated more than a few blog posts to how modern software...

10/22/20 LEARN MORE
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Canopy Features and News
How Canopy Can Help You Manage Your Firm

Successful accounting firms have many things in common but one of the most important characteristics they share is effective management. Managing projects, documents, and your...

10/15/20 LEARN MORE
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