canopy-logo-black-1 canopy-logo-white-1 canopy-logo-black-1

Schedule your Canopy Demo.

CONTENT HUB >
post-card-author

Micala Ricketts (2)

blog_post_thumbnail
Tax Resolution
How to Price Your Tax Resolution Services

How much should you charge for tax resolution services? It’s a difficult question to answer. After all, many tax professionals don’t advertise their fees, and even when you do...

7/22/20 LEARN MORE
blog_post_thumbnail
Practice Management
9 Best Practices for Building Client Relationships in an Accounting...

Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...

7/10/20 LEARN MORE
blog_post_thumbnail
Canopy Features and News
How to Streamline Your Time and Billing Process Using Canopy

Getting paid for the work you do is one of the most important steps in running a successful accounting firm (if not the most important), but it can also be one of the most...

7/01/20 LEARN MORE
blog_post_thumbnail
Tax Preparation and Planning
How Tax Firms Are Pricing Their Tax Preparation Services in 2020

If you're a savvy business owner, you've probably wondered if you're charging the right amount for your tax preparation services. There is a lot to consider when determining what...

6/25/20 LEARN MORE
blog_post_thumbnail
Industry News
Top 10 Accounting Influencers to Follow on Social Media in 2020

Social media can be difficult to keep up with. Thousands of people are sharing posts, articles, and photos that compete for your attention daily. Even if you want to stay up to...

5/27/20 LEARN MORE
blog_post_thumbnail
Canopy Features and News
Product Update May 2020

We’ve been hard at work creating feature enhancements designed to improve your firm’s efficiency. Let’s take a look at some recently released features.

5/25/20 LEARN MORE
blog_post_thumbnail
Tax Resolution
A Crash Course in State-Specific Offers in Compromise

When there is a tax debt owed, tax professionals can assist their clients in working out an Offer in Compromise (OIC). This is where the taxpayer and tax collector come to a legal...

5/20/20 LEARN MORE
blog_post_thumbnail
Practice Management
Tips for Working from Home Effectively as an Accountant

Working from home can be a bumpy transition when you’re used to collaborating with team members and clients in the office every day. However, by following some best practices, you...

5/08/20 LEARN MORE
blog_post_thumbnail
Practice Management
3 Outdated Areas of Your Accounting Firm (And How to Modernize Them)

The thought of modernizing your accounting firm can be overwhelming. After all, there are a lot of steps involved. There’s implementing cloud-based accounting software, going...

5/01/20 LEARN MORE
blog_post_thumbnail
Industry News
What You Need to Know About Individual Taxpayer and Small Business...

The Coronavirus Aid, Relief and Economic Security (CARES) Act recently signed into law is the largest emergency aid package in US history and will provide $2 trillion to...

4/10/20 LEARN MORE
blog_post_thumbnail
Practice Management
Give Client Service That Shines: 5 Best Practices

Tax professionals know that good customer service is essential to their firm’s success. However, it can be surprisingly difficult to define what actions and responses create good...

2/20/20 LEARN MORE
blog_post_thumbnail
Practice Management
How to Get Your Tax Clients to Pay on Time

Tax practices are like most other small businesses when it comes to managing cash flow. If your clients aren’t paying what they owe you on time, you may have difficulties in...

1/28/20 LEARN MORE
blog_post_thumbnail
Practice Management
7 New Year's Resolutions for Tax and Accounting Professionals

It’s officially 2020, and everyone is buzzing with renewed energy for self-improvement. Maybe you’ve even started working on your own resolutions (anyone else attempting to cut...

1/16/20 LEARN MORE
blog_post_thumbnail
Industry News
3 Things to Know for Tax Year 2019

2019 was the second tax year affected by the Tax Cuts and Jobs Act. Most regulations stayed the same as in 2018, but there are a few changes and adjustments to be aware of when...

1/13/20 LEARN MORE
blog_post_thumbnail
Tax Preparation and Planning
Why Taxpayers Are More Likely to Use DIY Software Than an Accountant

Taxpayers are more than 2x more likely to use DIY software than an accountant to file their taxes, but why? Is it simply a matter of cost? Do taxpayers perceive DIY software to be...

12/16/19 LEARN MORE
pagination_first pagination_previous 1 2 3 4 5 6 7 8 pagination_next pagination_last

They like us. They really really like us.

Based on 1000+ reviews across these platforms

G2
45 stars

4.6 stars on G2.com

capterra-icon-1
45 stars

4.5 stars on Capterra

getapp-icon-1
45 stars

4.5 stars on GetApp