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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.
Changes in technology have evolved our standard “9 to 5” jobs to gigs that simply require a computer and internet connection. And with these technology changes, the way Americans...
President Donald Trump has made several changes since his inauguration two weeks ago, but one change in particular holds great significance for tax professionals—he signed an...
You have dozens of options when it comes to marketing your tax practice. Digital advertising is exciting and cool, but there is still a strong argument to be made for going old...
The business world is going digital, now more than ever before. Your potential clients are googling your business before they ever pick up the phone to call you, so ensuring that...
There are a myriad of tax resolution methods that tax professionals can use to help their clients on the state, local, and federal level. Tax agencies provide a variety of these...
Tax return fraud has skyrocketed in the past few years. The emergence of new technologies has allowed hackers and criminals to find many new ways to steal taxpayers’ information...
If you're not utilizing client transcripts, you should be! While IRS transcripts are notorious for being convoluted, in the hands of a tax professional who knows how to read them,...
For the average person, receiving a collections notice from the IRS is a very stressful experience, especially if they can’t pay. For a tax practitioner, however, a client in...
Imagine that Ashley Miller, CPA, wants to develop a social media presence for her practice. She googles "social media for tax pros" to find a place to start and immediately gets...
If you haven’t made the switch to using cloud-based accounting software in your practice, you’re missing out on infinite potential of improved efficiency. Cloud computing allows...
Being a tax professional isn't all about crunching numbers day-in and day-out, and we've put together a list of 10 tax pros who prove that. From their hobbies to their accolades,...
An Offer in Compromise can be a great tool for your clients with an outstanding federal tax debt. This collection remedy allows your clients the chance at a fresh start with the...
Historically, some accounting professionals have avoided modernizing the tools they use and their accounting practice management software because of cloud security concerns....
Modern tools can improve every area of your practice, and the best part is, they're easily accessible. If you haven't made the change to a modern practice, you're missing out on...
Viewing and organizing your contact list within Canopy is now more efficient than ever before.
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