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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.
The volume of paperwork that goes with tax resolution can put a strain on client relationships—especially when they’re already being bombarded and overwhelmed by the IRS. But...
Keith Jones, CPA, is a busy tax resolution expert and a Canopy user. He currently practices primarily in rural northwest Florida, but is actively expanding his market to...
Pulling transcripts through e-Services or over the phone can be one of the most frustrating, time-consuming parts of doing tax work, so many tax pros can’t quite believe it when...
Charlie* hadn't filed a tax return in 20 years when he was referred to Financial Harmony Tax Resolution. With Ralph’s compassionate and professional help, Charlie successfully...
Peter Mar of Northwest Tax Associates needed a better way to manage his tax practice. Security for his clients was his first concern, but there were a dozen other little...
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...
Adopting new tax software can be an intimidating process. Updated technology can provide tons of benefits, but training your staff on the new system can be frustrating and...
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