Practice Management

3 Reasons Engagement Letters are Critical to Your Practice

Engagement letters are the foundation of the legal relationship between tax professionals and their clients. They are letters that, once signed by both you and your client,...

Why Your Practice Should be Using Cloud-Based Software (Infographic)

If you haven’t made the switch to using cloud-based accounting software in your practice, you’re missing out on infinite potential of improved efficiency. Cloud computing allows...

Is Your Firm Secure in the Cloud?

Historically, some accounting professionals have avoided modernizing the tools they use and their accounting practice management software because of cloud security concerns....

The Benefit of Using Modern Tools in Your Practice

Modern tools can improve every area of your practice, and the best part is, they're easily accessible. If you haven't made the change to a modern practice, you're missing out on...

6 Proven Ways to Make Clients Happy

3 Keys to Smarter Client Follow-Up

Following up with potential, current, and former clients is crucial for gaining business and nurturing professional relationships. There are different kinds of client follow-up...

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...

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...

Six Steps to Make Your Tax Practice a Success

When I set out to start my business, I felt a little overwhelmed ― it seems like there are as many ways to run a business as there are minivans in the Costco parking lot. I...

Infographic: What do small businesses really want from their...

As accountants, you know the importance of client satisfaction—they are the backbone of your business after all. Wouldn’t it be nice to know what was going on inside their heads?...