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Tax Preparation and Planning
How Bitcoin Solves The Problem Of Digital Money | Canopy

You’ve heard of Bitcoin. It’s been featured endlessly by every news outlet and online publication. But what is it really? It’s more than just digital money (we already have a lot...

11/30/17 LEARN MORE
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Canopy Features and News
Product Update: Two-Factor Identification and Password Strength Meter

Canopy is now even more secure! We’ve just rolled out two updates to the Canopy app that will help our users keep their clients’ data more safe: two-factor authentication and a...

11/21/17 LEARN MORE
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CPE
CPE Course Instructor Highlight: Tanya Baber

With Canopy launching a CPE course platform, we’ve had the chance to work with different tax and accounting thought leaders to add their unique insights to our course catalog. One...

11/17/17 LEARN MORE
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Industry News
International Accounting Day: The Industry, the Friar and the...

Have you ever woken up on November 10th and thought to yourself: “whoa, is that some extra appreciation I’m feeling?” If you haven’t thought that yet, start this year, because...

11/10/17 LEARN MORE
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CPE
Affordable, High-Quality CE and CPE Credits with Courses by Canopy

Canopy’s mission is pretty straightforward: to simplify the lives of tax professionals and accountants. Everything we make, from accounting software to blog posts, is designed...

11/09/17 LEARN MORE
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Tax Resolution
Form 433-A Due Diligence Checklist

Form 433-A, Collection Information Statement for Wage Earners and Self-Employed Individuals, contains a lot of information. Some items and sections are more self-explanatory than...

10/12/17 LEARN MORE
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CPE
Trending CPE Topics That Can Impact Your Practice

Getting your CPE credits is a great opportunity to do more than just fulfill your legally mandated continuing education requirements. CPE courses are your chance to learn about...

10/11/17 LEARN MORE
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User Stories
Keith Jones, CPA: An All-In-One Software Solution

Keith Jones, CPA, is a busy tax resolution expert and a Canopy user. He currently practices primarily in rural northwest Florida, but is actively expanding his market to...

10/06/17 LEARN MORE
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Canopy Features and News
Feature Update: Save Time with Task Templates

If you’ve already been enjoying the efficiency Canopy brings to task creation, we’re about to make your day: we’ve now added task templates! You’ll no longer have to create the...

10/05/17 LEARN MORE
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Tax Resolution
Negotiating an Appeal if Your OIC is Rejected

By now in our blog series we’ve discussed several aspects of offer in compromise: which clients make good candidates, real reasons your client’s case would get flagged, how Canopy...

9/28/17 LEARN MORE
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Tax Resolution
Doubt as to Liability & Effective Tax Administration

We covered the most common type of OIC—doubt as to collectibility—in the last installment of this series, but DATC isn’t the only type of OIC. Today, we’re covering the other two...

9/25/17 LEARN MORE
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Tax Resolution
Doubt as to Collectibility: How to Keep Your Offer from Getting...

On the surface, a doubt as to collectibility offer in compromise looks fairly straightforward. The amount you offer is the product of a simple equation:

9/22/17 LEARN MORE
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Tax Preparation and Planning
How to Minimize US Taxes for Expatriates

In an earlier blog post, our team gave some insight into the growing number of US expatriates and an overview of services they may need from tax professionals. In this post, we’ll...

9/19/17 LEARN MORE
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Practice Management
4.5 Ways Tax Professionals Can Shorten Hold Time With The IRS

It’s common knowledge that if you want to call the IRS and speak to a live agent, you should plan on settling in for a long time on hold. Tax professionals often share horror...

9/11/17 LEARN MORE
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Practice Management
5 Things to Consider When Starting a Tax Practice

So you’re considering taking the leap from employee to tax practice owner. Being a business owner certainly has its perks, but it’s no easy feat. There are a lot of considerations...

9/07/17 LEARN MORE
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