Blog | Industry News, Updates, & Features | Canopy

Product Release: Tax Prep

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...

6/04/19 LEARN MORE

Practice Management

Certifications You Need to Start Your Own Tax Business

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...

5/22/19 LEARN MORE

Canopy Features and News

Feature Update: Workflow Focused on Collaboration

Canopy’s workflow feature is more focused on team collaboration than ever before. We now offer a dedicated workspace for collaborating on complex projects.

5/20/19 LEARN MORE

Practice Management

9 Podcasts for an Accountant's Morning Commute

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...

5/15/19 LEARN MORE

Canopy Features and News

Product Update: Canopy Courses

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...

5/10/19 LEARN MORE

Tax Resolution

3 Reasons to Become an Enrolled Agent

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...

5/09/19 LEARN MORE

Tax Resolution

How Much Should You Charge for Tax Resolution Services?

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...

5/07/19 LEARN MORE

Tax Preparation and Planning

Your Home, Your Taxes: Homeownership and the Related Taxes

Owning a home comes with certain tax benefits. However, the raising of the standard deduction under the Tax Cuts and Jobs Act of 2017 diminished some of those benefits. The...

4/26/19 LEARN MORE

Tax Resolution

Get Authorized to Represent Tax Resolution Clients in 3 Steps

Getting authorized to offer tax resolution isn’t a complicated process, especially if you’re already a certified enrolled agent, CPA, or attorney. In fact, in just a few steps,...

4/24/19 LEARN MORE

Canopy Features and News

Product Release: Mobile App

As a tax professional, you have a busy life. Canopy’s mobile app is designed to enhance and complement the work you perform at your desk. By supporting periods away from your...

4/10/19 LEARN MORE

Canopy Features and News

Feature Update: Branding Enhancements

Canopy’s latest enhancements—specifically email signature and custom background images—give you added ability to personalize your firm’s branding and image. You will now be able...

4/08/19 LEARN MORE

Tax Preparation and Planning

Helping Tax Clients Who Are Retired

Tax accountants deal with a range of different clients, from businesses to individuals of all ages and stages of life. One demographic that many tax accountants have the privilege...

4/03/19 LEARN MORE

Tax Preparation and Planning

How to Manage Freelance Clients

Freelance workers or contract workers are growing in number each year. Companies who want skilled workers but may not need them full time as employees are fueling the demand for...

3/21/19 LEARN MORE

Practice Management

The Salary Outlook for Accountants

Accountants are the experts on personal and business finances for their community, ensuring they are operating efficiently and helping their clients manage their money. The...

3/20/19 LEARN MORE