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Practice Management
Cloud vs. Desktop: Your Accounting Software Options

By now you’ve probably seen or heard of cloud accounting software at association meetings, trade shows, and online. Cloud-based tools may be one of the most impactful developments...

9/10/18 LEARN MORE
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Practice Management
4 Things Accounting Students Should Know Before They Graduate

For accounting students everywhere, school is back in full swing. Whether you’re in your first semester of accounting classes or your last, it’s important to remember the end...

9/07/18 LEARN MORE
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CPE
Top 10 Non-Technical CPE Options

Just want fast access to free, high-quality CE and CPE courses? Check out Courses by Canopy. 1. American CPE, “Attracting Clients to Your CPA Firm” Format: Self-Study

9/06/18 LEARN MORE
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Tax Preparation and Planning
Tax Planning: The Good, the Bad, and the Ugly

When your clients come to you and wonder what they can do to save money when it comes to paying taxes, you can recommend tax planning services. Many taxpayers aren’t aware of how...

8/29/18 LEARN MORE
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Tax Resolution
What You Need to Know About IRS Notice CP14

Getting almost any notice from the IRS is stressful for your clients, but the CP14 is even more unwelcome than most. Having the right guidance from a capable and knowledgeable tax...

8/29/18 LEARN MORE
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Marketing Your Practice
3 Ways Tax Professionals Can Improve Their Facebook Page

Facebook is currently the most popular social media platform with more than 2.19 billion monthly users. Creating a Facebook page for your tax practice will lead to greater...

8/28/18 LEARN MORE
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Tax Preparation and Planning
Video: Tips for Filling Out IRS Form 2553, Election by a Small...

Today are talking about Form 2553, Election by a Small Business Corporation. In this video, we dive into why you would want to become an S-corporation, who should file Form 2553,...

8/24/18 LEARN MORE
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Tax Resolution
August 2018 Update: 82 New IRS Notices and Letters Supported by Canopy

Canopy's Notices tool is the fastest way to help your clients deal with IRS notices, and we're always working to make it better. We've recently expanded the number of supported...

8/21/18 LEARN MORE
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Canopy Features and News
Feature Update: Time Tracking Dashboard

Canopy’s time tracking just became more robust with the addition of a dashboard that shows time and revenue metrics across your practice. You’ll now be able to analyze data to...

8/17/18 LEARN MORE
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CPE
Canopy Courses Just Got a Whole Lot Better

In November we announced Courses by Canopy, a fresh approach to CE and CPE credits—outstanding instructors, original and engaging content, and best of all: free for life. Today,...

8/16/18 LEARN MORE
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Marketing Your Practice
4 Ways Tax Professionals Can Boost Their Social Media Presence

If you’re thinking about developing a social media strategy for your tax practice, you’re on the right track to boosting your marketing efforts. But before you focus on a specific...

8/06/18 LEARN MORE
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Practice Management
Engagement Letters: Six Things Tax Pros and CPAs Should Include in...

Today we’re covering something that every practitioner has to do frequently: write an engagement letter. Getting your engagement letter right a vital beginning to every case and...

7/30/18 LEARN MORE
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Practice Management
The Tax Accountant Who Accidentally Turned into a Successful CFO

Tom was always a curious person.

7/30/18 LEARN MORE
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Tax Resolution
How to Keep Clients Calm When They Get an IRS Notice

Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your clients. Often, taxpayers are so overwhelmed by the...

7/19/18 LEARN MORE
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Tax Resolution
A Look at the CP2000 Notice

When your client calls you in a panic about getting a “bill” from the IRS for underreported taxes, chances are they’ve received the CP2000 Automated Underreporter notice. The...

7/11/18 LEARN MORE
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