Blog | Industry News, Updates, & Features | Canopy

Give Client Service That Shines: 5 Best Practices

Tax professionals know that good customer service is essential to their firm’s success. However, it can be surprisingly difficult to define what actions and responses create good...

2/20/20 LEARN MORE

Canopy Features and News

Tax Season Product Update

The first month of 2020 has come and gone, and you and your firm are likely already on high alert for the imminent tax season. And with our new suite of updates this month, Canopy...

2/06/20 LEARN MORE

Practice Management

How to Get Your Tax Clients to Pay on Time

Tax practices are like most other small businesses when it comes to managing cash flow. If your clients aren’t paying what they owe you on time, you may have difficulties in...

1/28/20 LEARN MORE

Practice Management

7 New Year's Resolutions for Tax and Accounting Professionals

It’s officially 2020, and everyone is buzzing with renewed energy for self-improvement. Maybe you’ve even started working on your own resolutions (anyone else attempting to cut...

1/16/20 LEARN MORE

Canopy Features and News

New Feature: Canopy Desktop Assistant

Canopy is starting out 2020 in a big way with the announcement of the new desktop assistant! Desktop assistant will enable you to select files from your computer and send them to...

1/15/20 LEARN MORE

Industry News

3 Things to Know for Tax Year 2019

2019 was the second tax year affected by the Tax Cuts and Jobs Act. Most regulations stayed the same as in 2018, but there are a few changes and adjustments to be aware of when...

1/13/20 LEARN MORE

Tax Resolution

4 Benefits of Teaming Up with a Tax Attorney | Canopy

Tax controversy is an area that is becoming increasingly hostile and complex. If your client is involved in a tax dispute, they need the best possible team representing them. That...

1/09/20 LEARN MORE

Canopy Features and News

New Feature: Client Organizer

It’s only been a few weeks since our last update, but we’re back with yet another new feature to help you provide an unrivaled filing experience to your clients this tax season!...

12/18/19 LEARN MORE

Tax Preparation and Planning

Why Taxpayers Are More Likely to Use DIY Software Than an Accountant

Taxpayers are more than 2x more likely to use DIY software than an accountant to file their taxes, but why? Is it simply a matter of cost? Do taxpayers perceive DIY software to be...

12/16/19 LEARN MORE

Practice Management

How to Volunteer Your Time as a Tax Professional

The season for giving is here, and for many people, service is top of mind. As a tax or accounting professional, you have a unique skillset to offer your community. Not only does...

12/11/19 LEARN MORE

Canopy Features and News

Canopy Product Highlight: November 2019

The final quarter of 2019 has been full of exciting updates for Canopy. We’ve worked diligently to add in-demand tools to better streamline your work and enhance communication...

12/10/19 LEARN MORE

Canopy Features and News

Feature Updates: Client Requests in the Task Workspace, Recurring...

With tax season 2020 quickly approaching, we’ve been working hard to bring you a couple of new features to improve both your workflow efficiency and client communications for this...

12/06/19 LEARN MORE

Canopy Features and News

Canopy Announces Davis Bell as Its New CEO and Raises $13 Million in...

Lehi, Utah - Dec. 4, 2019 - Canopy, a leading cloud-based practice management platform for tax professionals, today announced seasoned Silicon Slopes technology executive Davis...

12/04/19 LEARN MORE

Tax Preparation and Planning

What You Need to Know About Filing IRS Form 5472

There’s no doubt that many American businesses are global in scope, with owners or shareholders living outside the United States. Whenever there are international involvements in...

11/25/19 LEARN MORE