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Practice Management
How To Communicate With Tax Resolution Clients | Canopy

Here is the second part of an interview we did with Jassen Bowman. Here we discussed how he has perfected the methods of communication with his tax resolution clients and tax...

10/26/15 LEARN MORE
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Marketing Your Practice
5 Reasons Accountants Need a Facebook Page

With the rise of social media and online marketing, tax practices have an opportunity to better connect with their local communities. How does Facebook advertising make a...

10/25/15 LEARN MORE
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Marketing Your Practice
Interview with Jassen Bowman: His Start in Tax Resolution and...

Canopy was excited to chat with Jassen Bowman, a tax firm growth coach, tax resolution marketing expert, author, and consultant. You can see a lot of his work at...

10/20/15 LEARN MORE
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Practice Management
Understanding the Millennial Employees in Your Accounting Firm

What are millennials looking for in an accounting career? How can you manage millennial employees in your accounting firm? What makes millennials different than Baby Boomers and...

10/12/15 LEARN MORE
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Tax Resolution
Interview with TaxMama®: How to Start a Career in Tax Resolution

Canopy was honored to interview Eva Rosenberg, more commonly known as the Internet's TaxMama®. Enrolled Agent, author of McGraw-Hill's "Small Business Taxes Made Easy," and...

9/02/15 LEARN MORE
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Marketing Your Practice
3 Ways to Market Your Tax Resolution Firm

There are a variety of marketing strategies, technologies, and methods you can use to market your tax resolution firm. You can experiment with multiple methods and marketing...

8/21/15 LEARN MORE
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Marketing Your Practice
5 Ways a Tax Resolution CRM Increases Revenue

Tax resolution services and client relationship management go hand in hand, as resolving tax controversies can be a highly specialized process. As you scale your tax resolution...

8/06/15 LEARN MORE
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Marketing Your Practice
Generate Leads for your Tax Practice with LinkedIn

LinkedIn ranks number one for lead generation over any other social media platform. Are you using LinkedIn to build your tax practice?

7/30/15 LEARN MORE
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Tax Resolution
Tax Industry Update: July 2015

Enrolled Agent salaries: In 2013, enrolled agents made an average of $75,000 per year. Enrolled agents with one to three years of work experience can make up to $85,000. Enrolled...

7/22/15 LEARN MORE
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Marketing Your Practice
Marketing Your Tax Resolution Practice

With 61% of global internet users researching products and companies online, your tax resolution practice needs an online presence. To attract customers to your tax resolution...

7/20/15 LEARN MORE
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Canopy Features and News
Resources to Help You Succeed with Canopy

Customer success is important to us at Canopy! We want everyone who uses our accounting software to be successful and have a great experience. So we've rounded up a few resources...

7/16/15 LEARN MORE
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Tax Resolution
How to Become an Enrolled Agent: Step-by-Step Guide

What qualifications are necessary to become an enrolled agent? An enrolled agent is a federally certified tax practitioner who can represent taxpayers before all administrative...

7/09/15 LEARN MORE
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Canopy Features and News
New Feature: The Canopy Client Survey

Tax resolution has never been simple. From individuals filing incomplete or incorrect tax returns to company-wide audits, situations vary and require an immense amount of time...

7/01/15 LEARN MORE
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Canopy Features and News
Canopy: Tax Resolution Software Built With You in Mind

The tax resolution industry is one of the most under-served areas in accounting. Every year, there are over 8 million delinquent tax accounts. Despite the large number of tax...

6/19/15 LEARN MORE
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Tax Resolution
Tax Resolution Basics

Tax resolution is an essential service in the tax industry. CPA practices can expand their service offerings and build new business by taking on tax resolution clients. If you are...

6/16/15 LEARN MORE
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