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A Guide for 2023 Tax Season Webinar — Q&A

In our recent webinar, "A Guide for 2023 Tax Season Individual Updates", we provided a quick guide to understanding the updates for the 2023 tax season and highlighted some ways...

Integrated Financial Group: Accounting Firm Attracts 95% of Clients...

“It's our hub for everything — it controls our workflow, it controls our clients' communication, it is our server, if you will, for client documents and storage. It's really the...

Canopy Helps Accounting Firm Improve Onboarding Processes

"We log into Canopy in the morning and then when we log out in the afternoon, we're logging out of Canopy. We're literally using it as our workflow management with it throughout...

Organize Your Workflow and Prioritize Growth

“It's the hub. So, if I want to see everything that we've committed to and what everyone's working on, I have one place to go.”—Chris Mossa, Founder and CEO Background CPM...

2023 Business Tax Updates

There are many interesting changes in business taxation for the 2023 season! Since tax planning for businesses is an important part of our practice, there are several things we...

Tax Clinic Able To Serve 30% More Clients Thanks To Canopy Donation

“We wouldn't have been able to do it this year without Canopy—we wouldn’t have been able to serve 615 people.” — Sherry Almquist, EA and director of Centro Hispano Tax Clinic...

A Basic Guide to Using Email Marketing During Tax Season

According to SUMO, the average financial return for email marketing is $44.25 for every $1 spent! Still think email marketing shouldn’t be a priority for your tax practice during...

Parakletos Bookkeeping: This Bookkeeping Team Raised Profits By $270K...

“Canopy is that extra person in our department that really allows us to grease all the gears and make sure that everything is moving smoothly.” — Brielle Beard, head of the...

What You Need to Know for Tax Season 2023

Have a Better View into Your Work with the New Task Workspace

What's New: We’ve recently modernized the task workspace that will make it easier to visually understand the work within your firm on the task or subtask level. We hope this new...

How to Decide Between Self-Study and Live CPE Options

Your success as a tax professional requires numerous hours of continuing professional education but it’s not always easy to find time to take courses. However, those hours of...

Everything Accountants Need to Know About the IRS Migration to ID.me

This summer, the IRS will transition its online services for tax professionals to third-party authentication software company ID.me. What does that mean for accountants? You’ll...

How to Avoid Burnout During Busy Season

When you think of tax season, does burnout come to mind? I haven’t conducted a formal poll, but my guess is the answer would be “yes” for many CPAs and accountants. In preparing...