Blogs

How to Gather and Manage Client Data More Efficiently

By Jason Schow, CPA, Canopy Product Manager

Product Update September 2020

We’ve been busy enhancing our Practice Management and Tax Resolution suites to enable an even better Canopy experience for you and your team. We are excited to announce the...

How To Handle A Trust Fund Recovery Case In 6 Steps

How Canopy Can Help You Manage Clients in Your Accounting Firm

Client management is one of the most important aspects of running an accounting firm, but it can also be one of the most difficult. After all, it can be time-consuming and it...

9 Ways to Help Small Business Clients Be Financially Successful

As an accountant, you work with a variety of clients with different needs. One group of clients that can help you grow your business and expand your service offering is small...

How to Fire A Client: A Guide For Who to Keep & Who to Let Go

Clients are what make it possible for you to run your tax and accounting business, and naturally, growing your book of business is a consistent goal each year. But sometimes it’s...

Product Update August 2020

Strengthening your client relationships through improved communication tools is vital to any accounting firm. Our team has been hard at work to bring you updates aimed at...

How to Price Your Tax Resolution Services

How much should you charge for tax resolution services? It’s a difficult question to answer. After all, many tax professionals don’t advertise their fees, and even when you do...

9 Best Practices for Building Client Relationships in an Accounting...

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...

How to Streamline Your Time and Billing Process Using Canopy

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...

How Tax Firms Are Pricing Their Tax Preparation Services in 2020

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...

Top 10 Accounting Influencers to Follow on Social Media in 2020

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...

Product Update May 2020

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.

A Crash Course in State-Specific Offers in Compromise

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...

Tips for Working from Home Effectively as an Accountant

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...