Canopy courses are now hosted on a more robust platform that allow for instantaneous certificates and much more! See details here.
1 min read
In November we announced Courses by Canopy, a fresh approach to CE and CPE credits—outstanding instructors, original and engaging content, and best of all: free for life. Today, Courses gets even better.
Before we get into what’s new, let’s take a look at what stayed the same.
As always, all of our CE and CPE courses are completely free. Canopy’s mission is pretty straightforward: to simplify the lives of tax professionals and accountants. Offering high-quality education at no cost is just another way we are striving to do that.
Few things are worse than sitting through hours of boring, outdated presentations. That’s why we are happy to partner with some of the most interesting and knowledgeable instructors in the industry. Our instructors include tax attorneys, tax practice owners, a former revenue officer, and many other tax and accounting experts.
So here’s what’s new with Courses:
Courses is now hosted on a more robust platform. This new platform was built with you in mind and includes easier navigation and increased filtering abilities. Plus, it allows for instantaneous certificates and automatic filing with the IRS.
We now offer more than 50 credits of self-study courses that are available at any time. You no longer have to wait for a webinar to air. Take as many self-study courses on your own time as you like.
Register for Courses to check out our full course catalogue.
Explore more of our recent Articles, User Stories, and Ebooks.
2 min read
2 min read
Lauren Miller is a content writer for Canopy.
Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.