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What we mean when we call Canopy “all-in-one”.
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If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
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...
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,...
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...
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...
Tom was always a curious person.
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...
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...
To renew your Enrolled Agent (EA) credentials with the IRS or to meet the CPE requirements for CPA licensure renewal in your state, you must acquire enough approved continuing...
Canopy's Notices tool is the fastest way to help your clients deal with IRS notices, and it just got even better. We've recently expanded the number of supported IRS Notices and...
We teamed up with Jason Blumer of Blumer CPAs and Thriveal to write an ebook series about running a virtual tax practice. You can now download the full series as a package. The...
Twitter can be a great platform for networking, expanding your online presence, and increasing awareness among potential clients—if used effectively. If not, it can turn into a...
Now that one of the biggest pieces of tax legislation in more than 30 years is in effect, it is generating a lot of questions and concerns for taxpayers, both individuals and...
Hi! Welcome to another IRS Forms video. Today we’re covering tips for filling out IRS Form 941, Employer’s Quarterly Federal Tax Return. If you’re doing payroll taxes for your...
Your business can be as big as you want it to be, as long as you let go. -Jason Blumer
You spend a lot of time at work. Your desk is practically a second home, which means you should make it as comfortable and enjoyable as possible. To that end, we’ve put together a...
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