Recent Blog Articles

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Canopy Features and News

New Feature: Client Organizer

Introducing Canopy’s client organizer—a seamless and intuitive way to collect important tax information and forms all in one place...

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Tax Preparation and Planning

Why Taxpayers Are More Likely to Use DIY Software Than an Accountant

Taxpayers are more than 2x more likely to use DIY software than an accountant to file their taxes, but why? Canopy commissioned an...

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Practice Management

How to Volunteer Your Time as a Tax Professional

As an accounting or tax professional, you have a unique skill set to offer your community by volunteering. Learn about the differe...

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Canopy Features and News

Canopy Product Highlight: November 2019

We’ve worked diligently to add in-demand tools to better streamline your work and enhance communication with your clients.

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Feature Updates: Client Requests in the Task Workspace, Recurring Payments

We’ve been working hard to bring you feature updates to improve your workflow efficiency and client communications.

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Canopy Features and News

Canopy Announces Davis Bell as Its New CEO and Raises $13 Million in Funding

With the announcement of a new CEO and $13 million raised in funding, Canopy continues to empower accounting practices nationwide....

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Tax Preparation and Planning

What You Need to Know About Filing IRS Form 5472

If you have business clients with full or partial foreign ownership, they must file IRS Form 5472. Here's what you need to know!

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Practice Management

Why Tax Professionals Should Be Using the Cloud

If your tax firm isn’t already taking advantage of cloud computing technology, there’s no better time to start. Learn how it can b...

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Practice Management

How to Use Time Batching to Boost Productivity in Your Virtual Tax Practice

Anastasia Masters of G2 outlines 4 steps for using time batching to boost your productivity and run your virtual tax practice effi...

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Practice Management

Small Business Checklist for Tax Practice Owners

If you’re a new tax practice owner, here are five things you need to do to get your business up and running.

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Practice Management

3 Spooky Clients You Should Avoid

This Halloween season, we discuss three types of “spooky” clients to avoid in your practice.

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