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All-in-one practice management that unlocks the firm you've always wanted.
The season for giving is here, and for many people, service is top of mind. As a tax or accounting professional, you have a unique skillset to offer your community. Not only does...
Lehi, Utah - Dec. 4, 2019 - Canopy, a leading cloud-based practice management platform for tax professionals, today announced seasoned Silicon Slopes technology executive Davis...
There’s no doubt that many American businesses are global in scope, with owners or shareholders living outside the United States. Whenever there are international involvements in...
As we quickly approach the end of the year, tax practices are starting to prepare their clients for the busiest time of year. However, if you’re a new tax practice owner, not only...
Working on tax resolution cases can be tedious at times. The Internal Revenue Manual (IRM) has a lot of rules and guidelines to sort through, and it can become very time-consuming.
Over the past few years, more businesses than ever are making great efforts to be more transparent in their day-to-day practice. From food companies that document their production...
In the month of August, we were busy enhancing the functionality of our mobile app, client portal, and task workspace to make Canopy more efficient for your everyday processes.
Canopy’s client portal (one of our most popular features) has recently been updated to be even more efficient and functional. Here are two new things you can do with the client...
Millions of Americans are in some sort of trouble with the IRS, whether it’s due to back taxes, errors in calculations, or accumulating penalties and fines. Tax resolution...
As a CPA, you know that your mandatory CPE credits can be earned by participating in a wide variety of courses, webinars, workshops, and conferences. Because summer and fall are...
There’s no doubt that marketing strategies have completely transformed over the last decade, thanks to the internet. What was tried and true even a few years ago has evolved into...
Summer is a great time for taking a vacation, evaluating your firm strategy post tax season, and earning your CPE or CE credits. To help out with the third part, we’ve rounded up...
As a tax accountant, you have the responsibility of guiding your clients through the confusing and complex process of filing their taxes. The tax code for individuals as well as...
We've had a busy tax season rolling out new products and features, including Tax Prep, a mobile app, a workflow update, and custom fields. Check out this video for more...
We are excited to announce the release of the newest product joining Canopy’s cloud-based suite: Tax Prep. Our goal is to help you streamline tax season. Canopy’s Tax Prep...
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