Micala Ricketts

What Is KBA and Why Does Your Firm Need to Use It?

Editor's note: An IRS policy that loosens restrictions and allows eSignatures for certain forms has been extended to Oct. 31, 2023. This temporary policy could impact the use of...

A 2021 Overview of IRS Form 1041 Schedules

For estate planning and taxation, IRS Form 1041, U.S. Income Tax Return for Estates and Trusts, documents the income an estate earns after the estate owner passes away. It’s also...

The CPA's Guide to Earning and Managing CPE Credits

How to Take the Pain Out of Tax Season 

You’re no stranger to the marathon that is tax season every year. With the long hours and increase of work, tax season can quickly become painful. While we can’t make it painless,...

How Valuable Is Time in Your Accounting Firm?

Time is one of your most valuable resources — if not the most valuable. The more effectively you use time, the more profitable and successful your accounting firm will be. To...

Tax Return Checklist for Clients

With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put...

How to Have an Effective Virtual Meeting with Your Client

Last tax season came with many challenges across the accounting industry, one of which was more accountants navigating work from home than ever before. With the pandemic still...

Year in Review: 2020 Product Roundup

For the Canopy team, 2020 was a year of focusing on enhancing our Practice Management features and improving overall user experience. We released a lot of product updates...

What You Need to Know for Tax Season 2021

4 Changes for Tax Season 2021 Due to COVID-19

Tax year 2020 came with quite a few changes (largely due to the pandemic). Here are four changes around COVID-19 to be aware of as you head into the upcoming tax season. 

What's the Difference Between CE and CPE Options?

Your professional accounting qualifications speak on your behalf, letting clients know that you are an expert in different areas of accounting and taxation. From federal tax...

Canopy Innovation Summit 2020 Recap

On November 10 we kicked off our inaugural Innovation Summit. The agenda included topics such as the importance of adapting to change, how firms can practice everyday innovation,...

The Ultimate Guide to Accounting Practice Management Software

An Introduction to Client Accounting Services

Offering client accounting services (CAS) has become increasingly common in the past few years. In fact, according to an Accounting Today survey, in 2019 the breakdown of...

How Canopy Can Help You Manage Your Firm

Successful accounting firms have many things in common but one of the most important characteristics they share is effective management. Managing projects, documents, and your...