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Canopy

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Practice Management: You're Doing it Wrong

The dynamic nature of practice management in accounting has sparked widespread interest, driven by its constant evolution. Gain valuable insights...

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3 Reasons Why Accountants Need A Client Portal

Client portals have come a long way since they were first introduced. Revolutionary as they were, the first portals were simple tools—clunky and barely more secure than your...

3 min read LEARN MORE
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Penalty Abatement for Small Partnerships

There are a lot of compelling reasons to offer tax resolution services, but tax resolution can also get complicated, and that scares away a lot of tax professionals. Luckily, not...

3 min read LEARN MORE
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Form 2553: An Overview of Who, When, and Why

IRS Form 2553, Election by a Small Business Corporation, is filed by a corporation or other eligible entity to make an election to be an S corporation under section 1362(a)....

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A Guide for 2023 Tax Season Webinar — Q&A

In our recent webinar, "A Guide for 2023 Tax Season Individual Updates", we provided a quick guide to understanding the updates for the 2023 tax season and highlighted some ways...

9 min read LEARN MORE
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A Closer Look: Preparing for Tax Season

Whether you’re new to Canopy or you’ve been with us for a while, this webinar will provide a closer look into several features that we’ve released...

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A Basic Guide to Using Email Marketing During Tax Season

According to SUMO, the average financial return for email marketing is $44.25 for every $1 spent! Still think email marketing shouldn’t be a priority for your tax practice during...

4 min read LEARN MORE
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How to Decide Between Self-Study and Live CPE Options

Your success as a tax professional requires numerous hours of continuing professional education but it’s not always easy to find time to take courses. However, those hours of...

4 min read LEARN MORE
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How to Successfully Negotiate Effective Tax Administration Cases

What is Effective Tax Administration?

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12 Days of Canopy

The Canopy team is excited to share the most impactful releases launched for you in 2022. In thetrue spirit of Christmas, sing along with a few of our Canopians here while...

5 min read LEARN MORE
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5 New Year's Resolutions for Accountants in 2023

It’s almost time to ring in a new year and what better time to start fresh and improve yourself and your career? 2023 is going to be your year and it’s up to you to make the most...

4 min read LEARN MORE
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A Closer Look: Communication in Context

Come get a closer look into comments & @mentions. See how these new features can improve efficiency, declutter your email, and contextualizing your...

55 min watch LEARN MORE
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Two Clicks to Transcripts

Come listen to Dawn Brolin discuss how she has benefitted from pulling years of her clients’ transcripts, as well as receiving proactive notices...

54 min watch LEARN MORE
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83% of Advisory Accounting Professionals say Tracking Down Documents...

Draper, Utah - December 7, 2022

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How to Renew Your PTIN in 15 Minutes

If you are one of more than 759,000 federal tax return preparers in the US, your Preparer Tax Identification Number (PTIN) will expire December 31. It must be renewed before you...

6 min read LEARN MORE

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