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...
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...
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,...
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...
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...
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...
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...
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.
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...
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,...
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...
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...
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