Recent Blog Articles

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Practice Management

The Ultimate Guide to Going Paperless in Your Accounting Firm

Been thinking about transitioning to a paperless accounting firm? We've compiled everything you need to know to get started.

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Industry News

What You Need to Know About Individual Taxpayer and Small Business Relief Under the CARES Act

The CARES Act is the largest emergency aid package in US history, providing $2 trillion to individuals and small businesses. Here'...

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Tax Preparation and Planning

5 Ways Businesses Can Maximize Cash Flow Under the CARES Act

Steve Moskowitz of Moskowitz LLP rounded up 5 ways businesses can maximize cash flow under the Coronavirus Aid, Relief, and Econom...

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Tax Resolution

Video: Tips for Filling Out IRS Form 656, Offer in Compromise

Need some help filling out IRS Form 656, Offer in Compromise? We've put together a video with several tips to help you when fillin...

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Tax Resolution

What Is an Offer in Compromise, and Is It Right for Your Client?

Learn what Offer in Compromise is, if it's right for your client, & what the qualifications are from our former Revenue Officer, J...

Tax Resolution

What You Need To Know About Common Tax Penalties [free ebook]

Tax penalties can be confusing & an expensive burden. Download our free ebook for details on tax penalties so you can keep it unde...

Tax Resolution

Why Millennials Are a Tax Resolution Gold Mine

Millennials are now the largest generation in the US workforce & will make up the bulk of your future client base. Learn more here...

Practice Management

Give Client Service That Shines: 5 Best Practices

Consistency, excellent service, & quality results make for happy, returning clients. Learn about the 5 best practices for improved...

Practice Management

How to Keep Your Clients' Data Secure

From cybercriminals to hurricanes, there are dozens of forces that could compromise your clients’ data. Here are 4 ways to keep th...

Canopy Features and News

Tax Season Product Update

With new product updates this month, Canopy is here to help you bolster efficiency and deliver on service that delights your clien...

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Practice Management

How to Get Your Tax Clients to Pay on Time

Getting late-paying clients to shape up can be tricky, so here are some strategies for getting tax clients to pay on time—or even ...

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