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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.
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...
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...
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...
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...
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...
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...
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...
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