Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
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.
Terrell Turner, co-founder of TLTurner Group and co-host of the Things Your Accountant Isn't Telling You Podcast, shares tips for building a firm from scratch, how to find your...
Canopy has secured a coveted spot in G2's "Top 100 Fastest Growing Softwares of 2024". As the only practice management software to achieve this recognition, we take immense pride...
A new challenge faces the rapidly-changing accounting industry: how to bridge the gap between client expectations and reality. In fact, a staggering 72% of clients in the...
To keep a pulse on the accounting industry, staying connected to what's happening is essential. Trade shows are the perfect opportunity to explore trends, gain new insights, and...
As we make our way through 2024, the world of accounting continues to evolve, with influencers playing a pivotal role in shaping industry trends, providing insights, and offering...
Tax preparers who deal with estate taxes and trusts are no doubt familiar with IRS Form 8855, Election to Treat a Qualified Revocable Trust as Part of an Estate. Using this form...
The way you price your accounting services shouldn’t be arbitrary. The correct accounting pricing strategy can effectively mean the difference between scraping by and robust...
One of the top mistakes accountants make is expecting business to come to them. The best practitioners know that this is not enough. They are constantly looking for opportunities...
For estate planning and taxation, IRS Form 1041, U.S. Income Tax Return for Estates and Trusts, documents the income an estate earns after the estate owner passes away. It’s also...
Every tax professional knows that they need special permission to access private information on behalf of their client. Many tax professionals use IRS Form 2848, which is a power...
It doesn’t take long working with tax forms to realize that the IRS uses a bewildering variety of acronyms. As confusing as the never-ending grouping of letters may seem, it is...
We've put together another video to help you when you're representing a client. In this video, we cover some tips on how to fill out IRS Form 2848 to make sure your request for...
For accountants, clients are the lifeblood of business. After all, without them there is no business. Firms that know this often make marketing and client acquisition a top...
If you are looking to start offering tax resolution services, there’s a few things you’ll need to take care of first. One of those things is getting a CAF Number. We’ll walk you...
Dawn Brolin, CEO of Powerful Accounting provides valuable insights into achieving success and work-life balance in the accounting profession. She encourages accountants to...
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