Recent Blog Articles

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.

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 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.

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...

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.

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 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

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!

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 ...

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.

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.