Build your firm-wide operating system to work as you need it.
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.
This is another tale of our two favorite tax professionals: Canopy Ken and Owen Oldschool. As we've chronicled before, Ken and Owen are remarkably similar guys who live...
In order to start representing clients in tax disputes, you need to be certified as a CPA, an attorney, or an enrolled agent. Any of these certifications will allow you to work...
Doubt as to liability is a form of Offer in Compromise that comes into play when a taxpayer doesn’t actually owe the tax the IRS claims they do. This isn’t a question of amount or...
Tax work is full of simple tasks that seem systematically designed to devour your time. These time-eaters—things like defining simple terms for your client via email, writing the...
This is a tale of two tax professionals: Canopy Ken, and Owen Oldschool. Ken and Owen are remarkably similar guys who live astonishingly similar lives—both born in 1975, both...
You know you should be using engagement letters in your tax resolution cases, but you're just not sure what your engagement letter should look like. Or maybe you’ve finally...
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,...
Tax transcripts are treasure troves of information. Accessing and deciphering that information, however, is another thing entirely. Until recently, accessing and translating...
So you want to be a LinkedIn superstar. You’re committed to curating a professional profile, connecting with all the right people, and occasionally even publishing fantastic,...
You're a tax professional. You can work numbers like Eric Clapton works a guitar. You are a veritable god of Excel. The IRM is... okay, the IRM is still a pain, but it's no longer...
Your initial interactions with a tax resolution lead can make all the difference when it comes to converting prospective clients to paying customers. You should have two goals in...
Based on 1000+ reviews across these platforms
4.6 stars on G2.com
4.5 stars on Capterra
4.5 stars on GetApp
