Recent Blog Articles

15-08Aug-CRM-increases-revenue
Marketing Your Practice

5 Ways a Tax Resolution CRM Increases Revenue

Using an advanced CRM solution, you will be able to offer your clients a better experience and real-time accessibility.

15-07July-Linkedin-generate-leads-1
Marketing Your Practice

Generate Leads for your Tax Practice with LinkedIn

LinkedIn is an excellent platform to market your tax resolution services because it is essentially word-of-mouth marketing.

marketing-taxres-practice
Marketing Your Practice

Marketing Your Tax Resolution Practice

The end goal of marketing and clear branding is to secure customer loyalty - making your firm the customer choice for life.

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Canopy Features and News

Resources to Help You Succeed with Canopy

Today we're sharing a few resources available to make your Canopy experience excellent, including built-in and live support. Learn...

become-enrolled-agent
Tax Resolution

How to Become an Enrolled Agent

While you don’t need a certain degree, you do need to prove your competence before you can start practicing as an EA.

client-survey-feature
Canopy Features and News

New Feature: The Canopy Client Survey

We released a new feature that allows you to gather important information easily & safely through an online Client Survey. See det...

canopy-software-you-in-mind
Canopy Features and News

Canopy: Tax Resolution Software Built With You in Mind

Tax resolution professionals and their clients can experience an innovative and automated tax resolution process with Canopy.

tax-resolution-basics
Tax Resolution

Tax Resolution Basics

We're sharing a few key terms to help you get started on your journey to adding tax resolution services. Learn more here!

15-05May-Interview-Series-Kurt
Canopy Features and News

Interview Series with Canopy's Founder, Kurt Avarell

Kurt Avarell answers a series of questions on industry frustrations & how Canopy was designed to improve the relationship between ...

CRM-tool-automates
Tax Resolution

CRM Tool Automates Tax Resolution for Accountants

A CRM application enables you and your employees to organize client information so that it is easily accessible.

digital-marketing-tax-practice
Marketing Your Practice

Digital Marketing and Your Tax Practice

With all the digital marketing options available today, focus on the platforms that bring the most money back to you.