§529 Plans, American Opportunity, & Lifetime Learning Credits
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Amy Wall
Amy M. Wall, EA, MBA, is a Canopy CPE/CE course instructor.
Courses by Canopy is the best way to earn affordable, high-quality CE and CPE credits. Continuing education, made simple by Canopy.
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Canopy’s mission is pretty straightforward: to simplify the lives of tax professionals and accountants. Everything we make, from accounting software to blog posts, is designed with an eye toward that goal. That’s also why we’re excited to announce a new, simple (and affordable) way for tax pros and accountants to earn their CE and CPE credits: Courses, by Canopy.
Let’s go over a few quick points to help you understand what Courses is and answer any questions you might have.
Just want access to affordable, high-quality CE and CPE credits? Click here.
Courses is an online catalog of high-quality CE and CPE courses. We’re accredited by all the necessary acronyms (NASBA and the IRS), so you’ll get credit for your time. Of course, we also want you to have a great experience while you’re earning your credits, so Canopy has partnered with some of the best and brightest minds in tax and accounting to develop some amazing courses.
Get a year of unlimited courses for $299 (the first two credits are free).
Nope. Anyone can use Courses to earn CE and CPE credits. Just head on over to the site, sign up, and start picking your classes.
We’re offering courses on all kinds of subjects such as Excel tips and tricks, technical tax resolution, and how to help clients who own bitcoin. And those are only a few of the topics that we’re offering right away. We’re always looking to expand our curriculum with great presenters who are looking for a chance to share their expertise.
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1 min read
Amy M. Wall, EA, MBA, is a Canopy CPE/CE course instructor.
1 min read
Amy M. Wall, EA, MBA, is a Canopy CPE/CE course instructor.
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.
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