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Practice Management
Small Business Checklist for Tax Practice Owners

As we quickly approach the end of the year, tax practices are starting to prepare their clients for the busiest time of year. However, if you’re a new tax practice owner, not only...

11/13/19 LEARN MORE
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Practice Management
3 Spooky Clients You Should Avoid

Things are about to get scary this Halloween season, and we aren’t just talking about the haunted houses, spooky stories, or stomachaches from eating too much leftover...

10/23/19 LEARN MORE
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Tax Resolution
How Tax Resolution Automation Will Change Your Life

Working on tax resolution cases can be tedious at times. The Internal Revenue Manual (IRM) has a lot of rules and guidelines to sort through, and it can become very time-consuming.

10/18/19 LEARN MORE
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Practice Management
Why Client Transparency Matters in Your Tax Practice

Over the past few years, more businesses than ever are making great efforts to be more transparent in their day-to-day practice. From food companies that document their production...

10/09/19 LEARN MORE
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Practice Management
3 Ways to Help Your Clients Renew Their ITINs

One of the ways you can provide outstanding service for your clients is by making them aware of tax-related issues before they become a problem. Many taxpayers who use Individual...

9/20/19 LEARN MORE
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Tax Resolution
The Guide to Getting Your Client's Offer in Compromise Accepted

By: Jeffrey McNeal, EA, former Revenue Officer for the IRS Offer in Compromise (OIC) is a program administered by the Internal Revenue Service which allows taxpayers to settle...

9/13/19 LEARN MORE
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Practice Management
10 Benefits of Managing a Virtual Accounting Firm

There are many reasons to consider starting a virtual accounting firm. Perhaps you are just starting up and don’t have a lot of cash or you want to build up your clientele before...

9/11/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: August 2019

In the month of August, we were busy enhancing the functionality of our mobile app, client portal, and task workspace to make Canopy more efficient for your everyday processes.

9/06/19 LEARN MORE
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Canopy Features and News
Feature Update: Improved Client Portal Functionality

Canopy’s client portal (one of our most popular features) has recently been updated to be even more efficient and functional. Here are two new things you can do with the client...

8/28/19 LEARN MORE
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Tax Preparation and Planning
How Taxes Are Expected to Change in 2019

Tax law can seem like a moving target, with administrations making changes to meet campaign promises or to try to regulate the economy. The year 2019 is no different. While not a...

8/15/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: July 2019

July was full of exciting enhancements and updates for Canopy, including more features for Tax Prep, Practice Management, and Mobile. Check out the video below or continue reading...

8/13/19 LEARN MORE
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Tax Resolution
4 Ways to Get More Tax Resolution Clients

Millions of Americans are in some sort of trouble with the IRS, whether it’s due to back taxes, errors in calculations, or accumulating penalties and fines. Tax resolution...

7/26/19 LEARN MORE
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Marketing Your Practice
10 Podcasts to Make You a Better Tax Pro

Unless you're one of the lucky few tax pros working from a home office, you’re in constant need of something useful to do on your commute. The good news is that the rise of...

7/23/19 LEARN MORE
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Tax Resolution
How to Start Offering Tax Resolution Services

In the past, it was difficult to get into tax resolution. You pretty much had to be an expert of the intimidatingly thick IRS manual. However, now that tax resolution services are...

7/12/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: June 2019

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...

7/09/19 LEARN MORE
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