Blog | Industry News, Updates, & Features | Canopy

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

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

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

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

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

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

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

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

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

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

Practice Management

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....

5/23/17 LEARN MORE

Practice Management

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...

5/16/17 LEARN MORE

Practice Management

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...

5/15/17 LEARN MORE

Practice Management

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,...

3/15/17 LEARN MORE

Practice Management

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....

1/30/17 LEARN MORE

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Practice Management

The Ultimate Guide to Accounting Practice Management Software

The Ultimate Guide to IRS Forms

Video: Tips for Filling Out IRS Form 8821

The First Step to Starting a Virtual Tax Practice

Why Canopy is a Unique Place for Software Engineers

4.5 Ways Tax Professionals Can Shorten Hold Time With The IRS

5 Things to Consider When Starting a Tax Practice

4 Advanced Tips for Improving Your Paperless Organization

Your Easy, Two-Step Plan to Spend Less Time on Email

5 Biggest Mistakes People Make in Dealing with the IRS

3 Steps to Managing a Virtual Tax Practice

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

Cloud-based Software Your Accounting Firm Needs

Retaining Millennial Employees in your Tax Practice

How Canopy's IRS Transcripts Tool Works (Infographic)

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