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Micala Ricketts (4)

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How to Get Your Offer in Compromise Accepted

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Canopy Product Highlight: August 2019

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.

9/06/19 LEARN MORE
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Feature Update: Improved Client Portal Functionality

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...

8/28/19 LEARN MORE
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4 Ways to Get More Tax Resolution Clients

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...

7/26/19 LEARN MORE
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Top 10 CPE Courses for CPAs

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...

7/05/19 LEARN MORE
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Tax Prep Pricing Guide 2019

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How to Market Your Accounting Services to Small Business Clients

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...

6/17/19 LEARN MORE
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7 Canopy CPE/ CE Courses to Take This Summer

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...

6/14/19 LEARN MORE
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5 Misconceptions About Tax Refunds According to the IRS

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...

6/07/19 LEARN MORE
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Canopy Product Highlight: May 2019

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...

6/06/19 LEARN MORE
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Product Release: Tax Prep

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...

6/04/19 LEARN MORE
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Tax Resolution Pricing Report 2019

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Feature Update: Workflow Focused on Collaboration

Canopy’s workflow feature is more focused on team collaboration than ever before. We now offer a dedicated workspace for collaborating on complex projects.

5/20/19 LEARN MORE
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9 Podcasts for an Accountant's Morning Commute

One of the most productive things that accountants can do during their morning commute is expand their knowledge by listening to industry-related podcasts. No matter what area of...

5/15/19 LEARN MORE
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3 Reasons to Become an Enrolled Agent

Enrolled agents, or EAs, specialize in all kinds of tax issues, both individual and for businesses large and small. As an EA, they earn the right and privilege to represent...

5/09/19 LEARN MORE

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