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Practice Management
13 Productivity Tools Every Firm Should Be Using

Growing a successful accounting firm is lots of work. You may find your plate pretty full with finding clients, doing accounting work, invoicing, and many other tasks. That’s why...

3/11/21 LEARN MORE
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Practice Management
The Secret to Employee Motivation

It’s no mystery engaged teams are more profitable. A study by Gallup found that highly engaged teams result in 21% greater profitability. But how do you get your employees to...

3/09/21 LEARN MORE
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Practice Management
How to Take the Pain Out of Tax Season

You’re no stranger to the marathon that is tax season every year. With the long hours and increase of work, tax season can quickly become painful. While we can’t make it painless,...

3/05/21 LEARN MORE
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Practice Management
How Valuable Is Time in Your Accounting Firm?

Time is one of your most valuable resources — if not the most valuable. The more effectively you use time, the more profitable and successful your accounting firm will be. To...

2/24/21 LEARN MORE
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Practice Management
How to Have an Effective Virtual Meeting with Your Client

Last tax season came with many challenges across the accounting industry, one of which was more accountants navigating work from home than ever before. With the pandemic still...

2/10/21 LEARN MORE
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Practice Management
9 Steps for Effective Client Onboarding

Onboarding is the process of seeking the right clients, and it encompasses your efforts to bring clients into the firm. It is the method by which you begin to prepare your...

1/29/21 LEARN MORE
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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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