Content Hub

Easily Create and Send Multiple Client Requests at Once in Canopy

What's new: Communicating with your clients by sending client requests is likely a large part of your firm’s daily work. You’ll be pleased to hear that we’ve improved this...

Client Onboarding: 6 Steps to Happier Clients and Lower Attrition Rate

You did it! You finally landed that much-anticipated client. The big one or the first one or just another one. So it’s time to get to work, right?

Ultimate Guide to CAS for Modern Accountants

How to Fill Out Schedule C IRS Form

Does it seem lately like every single client has some sort of side hustle requiring the filing of a Schedule C, Profit or Loss From Business? You’re not alone. More and more,...

3 Skills CAS Accountants Need to Succeed

Transforming your firm’s focus to CAS, or advisory work, for clients is no small feat—you must be committed to changing how your organization runs and be ready to say goodbye to...

5 Ways to Stay Motivated During the Busy Season

Tax season is almost over, which means the heavy work loads are here. This time of the year is no walk in the park and can feel never ending. The motivation to finish strong might...

Show Your Staff Love During Busy Season and Beyond

Positive employee engagement is one of the most representative factors of an organization’s success. High levels of engagement boosts job performance because employees feel...

Do not post (test)

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The Ultimate Tech Stack For CAS Firms

We’ve talked about what CAS is, if you should implement it at your accounting firm and how to start offering CAS—now, it’s time to look a little deeper into CAS and figure out...

Most Accurate CSED Calculations Report Will Make Your Life Easier

What's new: Canopy has updated its Collection Statute Expiration Date (CSED) Calculations and Tolling Events reports in an effort to make your work life easier and save you time.

Guide For Airbnb Taxes and Other Residential Real Estate Activities

Back in the day, the only type of rental we dealt with was a plain, old, ordinary rental property with year-long leases. But with the advent of apps that connect landlords with...

3 Tax Issues to Consider for High-Income Earners

When it comes to paying income tax, the higher the income, the higher the tax. That’s why these high-income earners have several things to consider as they prepare their returns....

How To Spend Time Wisely While On Hold With The IRS

By now, you’ve heard about how an historically underfunded IRS expected a rough tax season and only has one person for every 16,000 calls they get.😱 “Our individual phone...

How to Effectively Seek Feedback Through Client Reviews

Most accountants are great at what they do. An article from WallStreetMojo states that CPAs “are adept at handling complex financial dealings through prompt human interaction.”...

4 Ways to Take the Stress Out of Tax Season

Taking the stress out of tax season comes down to having a good plan and efficient tools. Coming up with the right plan and tools might cause more stress. So, we have made it easy...