Blogs

New Feature: Workflow for Improved Task Management

New Feature: A Simple, New Way to Manage Client Communication

Keeping track of your communications with clients is hard. Email is the go-to option for most tax pros, despite its drawbacks. Email is difficult to keep organized, makes...

3 Ways to Get an IRS Lien Withdrawn

On a list of ways to deal with the IRS, “I’ll worry about it later” falls firmly in the Really Bad Idea column. Unfortunately, most of the taxpayers who come to you for help with...

Changes to Be Made to e-Services Summer 2017

Having problems pulling IRS transcripts electronically? The IRS is gearing up for maintenance and an upgrade to e-Services, so there will be times from this week through June when...

To Grow Your Practice, Get Out of Your Comfort Zone

Being an expert in your industry isn’t enough to make your business succeed. It’s a reality that makes a lot of small business owners uncomfortable, and tax professionals are no...

3 Steps to Managing a Virtual Tax Practice

Working remotely has become more common in the last few years. While the accounting industry remains traditional in a lot of ways, tax pros who work from home are not unheard of....

3 Tips That Make Networking Easier (And More Successful)

Do you struggle with networking? The thought of making small talk with complete strangers may make you uncomfortable or even downright terrified. You know that meeting new people...

What Tax Professionals Should Keep in Mind with Trump's Tax Reform...

On April 26, the Donald Trump Administration released a tax reform plan that will eventually be proposed to the House and Senate. The one-page document, “2017 Tax Reform for...

America’s Choice Bookkeeping: Managing a National Clientele with...

Managing clients—and the inevitable mounds of paperwork that accompany them—is a formidable task for any practice. But when most of your clients don’t even live in the same time...

Cloud-based Software Your Accounting Firm Needs

If you’re not taking advantage of cloud-based practice management software for your accounting firm, you’re leaving a huge opportunity on the table. Cloud-based software will...

Find Canopy at Accounting and Tax Trade Shows This Summer!

Want to find us this summer? Our product reps have been known to frequent tax trade shows, conferences, and boot camps, and they’re always happy to answer questions and chat with...

Tax Resolution Article Roundup

We’ve written a lot of tax resolution articles since launching this blog nearly three years ago. In fact, we’ve written so much tax resolution information on so many different...

How to Earn Up to $500 an Hour Outside of Tax Season

It’s a week after Tax Day, and if you’re like most tax professionals, you made the majority of your income for the year in the last few months. And you definitely put in the hours...

Partial Payment Installment Agreement Vs. Offer in Compromise: Which...

When a client comes to you with a tax debt they simply can’t afford to pay, you have two primary options to help them resolve their IRS problem: a Partial Payment Installment...

How to Use the Collections Expiration Date to Your Advantage

It’s the dream of every person who owes back taxes—the IRS somehow ignores or forgets about a tax debt long enough that the debt simply expires. Nice as it sounds, the IRS is...