Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.
What You Need to Know About Filing IRS Form 8821
While you’ll eventually need to file a power of attorney for your clients, consider filing IRS Form 8821 with them first. Here's what you need to know!
Pass Credit Card Fees to Clients with Surcharging on Canopy Payments
It's a win-win! Enable surcharging to provide clients the convenience of paying for services with a credit card while reducing the firm's cost to provide that option.
Keith Jones, CPA: Using Canopy As An All-In-One Software Solution
Keith Jones, CPA joins us to discuss how Canopy is the perfect software solution for making his expanding practice run more smoothly.
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