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We haven’t slowed down since the tax deadline here at Canopy. We are excited to share more recent updates, including the release of Payments, updates to our mobile app, and a new...
As a CPA, you know that your mandatory CPE credits can be earned by participating in a wide variety of courses, webinars, workshops, and conferences. Because summer and fall are...
As a provider of tax preparation software, Canopy’s goal is to always help you save time and make your tax practice more efficient. In partnership with Zapier, Canopy offers ways...
According to the U.S. Small Business Association, more than half of all Americans either own or work for a small business and most of those outsource their accounts. So, there’s...
There’s no doubt that marketing strategies have completely transformed over the last decade, thanks to the internet. What was tried and true even a few years ago has evolved into...
Summer is a great time for taking a vacation, evaluating your firm strategy post tax season, and earning your CPE or CE credits. To help out with the third part, we’ve rounded up...
As a tax accountant, you have the responsibility of guiding your clients through the confusing and complex process of filing their taxes. The tax code for individuals as well as...
We've had a busy tax season rolling out new products and features, including Tax Prep, a mobile app, a workflow update, and custom fields. Check out this video for more...
We are excited to announce the release of the newest product joining Canopy’s cloud-based suite: Tax Prep. Our goal is to help you streamline tax season. Canopy’s Tax Prep...
If you become a tax preparer, it is important to have the skills to effectively and accurately do clients’ tax work. Potential clients need to know they can trust you and that you...
Canopy’s workflow feature is more focused on team collaboration than ever before. We now offer a dedicated workspace for collaborating on complex projects.
One of the most productive things that accountants can do during their morning commute is expand their knowledge by listening to industry-related podcasts. No matter what area of...
One of the most important aspects of your job as a tax professional or accountant is maintaining your CPE or CE certification. For many, this is an overly time-consuming process...
Enrolled agents, or EAs, specialize in all kinds of tax issues, both individual and for businesses large and small. As an EA, they earn the right and privilege to represent...
Figuring out how to price your tax resolution services can be difficult. You don’t want to charge too little and sell yourself short, but you also don’t want to charge so much...
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