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Practice Management

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Practice Management
Engagement Letters: Six Things Tax Pros and CPAs Should Include in...

Today we’re covering something that every practitioner has to do frequently: write an engagement letter. Getting your engagement letter right a vital beginning to every case and...

7/30/18 LEARN MORE
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Practice Management
The Tax Accountant Who Accidentally Turned into a Successful CFO

Tom was always a curious person.

7/30/18 LEARN MORE
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Practice Management
Download Our Complete Virtual Tax Practice Series

We teamed up with Jason Blumer of Blumer CPAs and Thriveal to write an ebook series about running a virtual tax practice. You can now download the full series as a package. The...

7/02/18 LEARN MORE
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Practice Management
4 Things Every Accountant Needs at Their Desk

You spend a lot of time at work. Your desk is practically a second home, which means you should make it as comfortable and enjoyable as possible. To that end, we’ve put together a...

6/12/18 LEARN MORE
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Practice Management
How to Manage Your Virtual Tax Practice Effectively

We recently teamed up with Jason Blumer, owner of Blumer CPAs, to write an ebook series about running a virtual tax practice. The newest ebook is all about managing a virtual...

4/26/18 LEARN MORE
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Practice Management
The Ultimate Guide to Accounting Practice Management Software

The thought of modernizing the way you manage your accounting practice can be overwhelming. After all, there are a lot of steps involved. To truly modernize you have to invest in...

4/10/18 LEARN MORE
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Practice Management
The Ultimate Guide to IRS Forms

Confronting an unfamiliar IRS form can be a little bit daunting. There are, of course, forms you can breeze through with your eyes shut because you’ve filled out hundreds or even...

4/06/18 LEARN MORE
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Practice Management
Video: Tips for Filling Out IRS Form 8821

We've got another video for you to help you when filling out IRS forms. In this video, we cover some tips on how to fill out IRS Form 8821 to make sure your tax information...

3/21/18 LEARN MORE
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Practice Management
The First Step to Starting a Virtual Tax Practice

We teamed up with Jason Blumer, owner of Blumer CPAs, to write an ebook about starting a virtual tax practice. Jason went virtual in anticipation of a different lifestyle and...

2/28/18 LEARN MORE
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Practice Management
Why Canopy is a Unique Place for Software Engineers

Tech startups in need of engineers are sprouting up all across the Silicon Slopes, but the Canopy engineering team is unique. We have daily standups, full transparency (and we...

12/01/17 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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Practice Management
4 Advanced Tips for Improving Your Paperless Organization

Going paperless is a great way to clean up your office space and increase efficiency in your tax practice, but it requires conscious organization. When you store documents in the...

7/24/17 LEARN MORE
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Practice Management
Your Easy, Two-Step Plan to Spend Less Time on Email

So you’ve decided that you need to spend less time on email. It’s a worthwhile goal, but it can also be daunting. A Google search on the topic yields so many tips and tricks on...

7/11/17 LEARN MORE
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Practice Management
5 Biggest Mistakes People Make in Dealing with the IRS

For many people, dealing with the IRS isn’t too difficult. They file a tax return each year, and either enjoy a refund or pay the balance due. But for others, dealing with the IRS...

6/28/17 LEARN MORE
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