Micala Ricketts (12)

Is Your Firm Secure in the Cloud?

Historically, some accounting professionals have avoided modernizing the tools they use and their accounting practice management software because of cloud security concerns....

The Benefit of Using Modern Tools in Your Practice

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...

New Feature: Improved Contact List Management

Viewing and organizing your contact list within Canopy is now more efficient than ever before.

6 Proven Ways to Make Clients Happy

How to Choose Tax Resolution Clients

Many people avoid Tax Resolution because they believe the IRS never accepts offers. Don’t stress over the IRS.

3 Keys to Smarter Client Follow-Up

Following up with potential, current, and former clients is crucial for gaining business and nurturing professional relationships. There are different kinds of client follow-up...

How to Build Trust with Your Tax Resolution Clients

It's no secret that Tax Resolution has garnered a bit of a bad reputation. After all, there have been several incidents of supposed Tax Resolution companies scamming clients—...

How to Use IRS Transcripts to Better Serve Your Clients

IRS transcripts are notorious for being convoluted, but in the hands of a tax professional who knows how to read them, they can be incredibly useful— especially in serving clients...

6 Pro Hints for Preparing an Offer in Compromise

7 Big Reasons You Should Offer Tax Resolution