Blogs

Feature Update: Quick, Easy Contact List Import

Canopy is excited to introduce contact list import. So what does this mean for you? No more manually inputting your clients' contact information! This new feature update...

Your 2-Minute Brief on the IRS Suspension of the Data Retrieval Tool

The IRS Data Retrieval Tool (DRT) found on fafsa.gov and StudentLoans.gov is currently unavailable and will be for several weeks. This temporary shut down is part of the IRS'...

What You Need to Know About Innocent Spouse Relief Cases

Your tax practice will expose you to clients with a wide variety of tax problems. One particular problem that often comes up is when one spouse believes they have been unjustly...

Retaining Millennial Employees in your Tax Practice

Some employee turnover is inevitable (and even good), but it can become a problem if you have to replace valuable employees too often. Recruiting and hiring is a time-intensive,...

Basement to Fast-Growing Startup: The Inspiring Story of Canopy

From 2008 to 2010, Kurt Avarell worked on Wall Street as a tax attorney, where he occasionally took on pro bono cases. These cases gave him his first glimpse into the...

How the GOP'S Obamacare Replacement Will Affect Taxes

Republicans have now unveiled their long-promised Obamacare replacement: the American Health Care Act. The primary goal of the bill? Roll back the taxes put into place by the...

How to Ask for Referrals to Build Better Clientele [+ Free eBook]

Word-of-mouth referrals are more likely to result in high-quality clients because your existing clients generally only reach out to their contacts they know will be a good fit for...

Northwest Tax Associates: Faster and More Secure with Canopy

Is Your Tax Practice Website Costing You Clients?

The way Americans spend money isn't changing. It has already changed, and your tax practice is not immune. In 2016, more than 265 million Americans regularly used the internet,...

How to Prepare Taxes for an Expatriate Client

Changes in technology have evolved our standard “9 to 5” jobs to gigs that simply require a computer and internet connection. And with these technology changes, the way Americans...

What Tax Pros Need to Know about Trump's Obamacare Executive Order

President Donald Trump has made several changes since his inauguration two weeks ago, but one change in particular holds great significance for tax professionals—he signed an...

How Canopy's IRS Transcripts Tool Works (Infographic)

Canopy's free IRS Transcripts tool has been getting lots of attention recently, and for good reason: it makes pulling transcripts for your clients more efficient than ever before....

How to Advertise Your Tax Practice on the Radio

You have dozens of options when it comes to marketing your tax practice. Digital advertising is exciting and cool, but there is still a strong argument to be made for going old...

How to Market Your Tax Specialty to Your Target Niche

There are 1.2 million tax preparers in the United States. What sets you apart from your competitor down the street? It’s not the quality of your work, as that’s impossible to...

Grow Your Tax Practice With These Free Downloadable Marketing Tools

In today’s competitive market, if you’re not actively marketing your business, you’re losing business to someone who is. You know marketing is important, but marketing takes time,...