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Practice Management

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Canopy Features and News
Everything You Need to Know About Canopy in 2 Minutes (Video)

One of our primary goals here at Canopy is to help accountants and tax pros save time. How exactly do we do that? By providing a firm-wide operating system that seamlessly...

3/04/24 LEARN MORE
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Practice Management
How to Reactivate Your Suspended e-Services Account

As a tax accountant, the IRS has provided you and other financial professionals with an impressive assortment of web-based tools that facilitate interaction. Known as e-Services,...

2/28/24 LEARN MORE
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Practice Management
How to Minimize Accounts Receivable and Increase Cash Flow

Every accounting firm is looking for ways to improve the accounts receivable process as it affects all aspects of the business, such as marketing and purchasing. If you are an...

2/24/24 LEARN MORE
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Marketing Your Practice
Embracing Tomorrow: Staying Relevant in the World of Accounting

Staying ahead, (or even keeping stride), with the tech curve is not just an ambition, it’s a necessity. Canopy's latest ebook, "Embracing Tomorrow: The Blueprint of a...

2/23/24 LEARN MORE
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Practice Management
How to Price Accounting Services

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...

2/01/24 LEARN MORE
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Practice Management
What You Need to Know About Filing IRS Form 8821

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...

2/01/24 LEARN MORE
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Practice Management
Best Practices for Building Trust with Your Clients

As an accountant, you understand that clients are the lifeblood of your business. After all, without them, there is no business. That’s why firms invest heavily in marketing and...

2/01/24 LEARN MORE
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Practice Management
Engagement Letters: The Do’s and Don'ts

Engagement letters establish clear expectations and boundaries between clients and accountants. In this post, we will explore the do's and don'ts of crafting effective engagement...

11/27/23 LEARN MORE
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Practice Management
Making the Move to Cloud-Based Accounting Software

Numerous experts have touted the cloud as the future of computing. The majority of businesses (61% as of 2022) rely on the cloud to run business processes. And while the cloud...

11/22/23 LEARN MORE
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Practice Management
How to Write an Engagement Letter in 7 Easy Steps

You know you should use engagement letters in your tax resolution cases, but you need to figure out what your engagement letter should look like. Or you've finally decided to...

11/17/23 LEARN MORE
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Practice Management
Engagements & Proposals

What's new:

11/15/23 LEARN MORE
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Practice Management
Financial Statements and Informed Business Decisions: A Guide to...

Understanding an organization's financial health is akin to deciphering a foreign language. This language communicates the story of a company's operations, profitability, and cash...

11/10/23 LEARN MORE
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Marketing Your Practice
Essential Skills for Modern Accountants

It's easy to feel overwhelmed with all the skills you need to keep sharp as an accountant. Between keeping up with changing regulations, staying on top of deadlines, and managing...

10/13/23 LEARN MORE
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Practice Management
How to Get Transcripts Online

Canopy recently partnered with the IRS to provide exclusive access to tax transcripts through our Transcripts & Notices service.

10/04/23 LEARN MORE
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Practice Management
AI is Here — Should Your Firm Embrace It?

There's no doubt that the accounting industry is changing at a rapid clip. The integration of technology, specifically artificial intelligence (AI) and automation, means that...

9/15/23 LEARN MORE
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