We’ve rounded up some of our best blog posts that discuss ways to make tax season more efficient, more enjoyable, and less of a headache.
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You’re no stranger to the marathon that is tax season every year. With the long hours and increase of work, tax season can quickly become painful. While we can’t make it painless, we can help make it a bit easier by offering good resources. So we’ve rounded up some of our best blog posts that discuss ways to make tax season more efficient, more enjoyable, and less of a headache. Check them out!
This guide covers everything from preparing for tax season to surviving it and then recovering after. In this guide you’ll find efficiency tips, employee recognition ideas, and more.
Want to brush up on some of the main tax changes you need to know for tax year 2020? This ebook goes over the highlights including things like tax bracket inflation adjustments and PPP guidance.
Your small business clients have a more complicated tax situation than your non-business clients. By following these best practices, they’ll be better prepared to have a meaningful tax meeting with you.
With many people making the switch to remote offices and meetings, you probably have a lot of virtual meetings lined up with your clients this tax season. Check out these tips for making those virtual meetings more effective.
Software makes gathering and managing client data more efficient than ever. This blog post discusses four tools you can start using in your firm to improve how you deal with that data.
Seasonal staff members can bring a lot of value to your firm during tax season. Here are a few suggestions for helping them be even more successful this busy season so that less of the burden falls to your full-time team.
If you're interested in digging a little deeper into improving your firm's tax season experience beyond just reading the provided content resources, consider investing in accounting practice management software. A good practice management solution provides functionality for managing your clients, projects, time, and more so that your focus can be on running your business and not on completing busywork.
Schedule a demo of Canopy to learn more about how we can help take the pain out of tax season.
Explore more of our recent Articles, User Stories, and Ebooks.
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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.
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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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