Recent Blog Articles

Tax-resolution-automation
Tax Resolution

How Tax Resolution Automation Will Change Your Life

Canopy offers tax resolution software that automates the busywork, saving you tons of time. See how it can help add value to your ...

Client-transparency
Practice Management

Why Client Transparency Matters in Your Tax Practice

Every strong relationship is based on trust. Learn how to gain & keep the trust of your clients, increasing transparency & improvi...

IRS-Form-8821
Practice Management

What You Need to Know About Filing IRS Form 8821

While you’ll eventually need to file a power of attorney for your clients, consider filing Form 8821 with them first. Here's what ...

manage-clients-effectively
Practice Management

8 Simple Ways to Manage Clients Efficiently

It's important to add more time to your week and take control of your hectic schedule. See 8 ways to practice efficient client man...

Tax-issues-for-high-income-individuals
Tax Preparation and Planning

3 Tax Issues to Consider for High-Income Individuals

High-income taxpayers have a unique set of tax issues that can become complicated without the help of a tax pro.

Renew-ITIN
Practice Management

3 Ways to Help Your Clients Renew Their ITINs

If you have a client with an expiring Individual Taxpayer Identification Number (ITIN), here's how you can help them renew it.

how-to-get-offer-in-compromise-accepted
Tax Resolution

The 2020 Guide to Getting Your Client's Offer in Compromise Accepted

Give each of your clients’ OIC applications the best chance of being accepted by following our step-by-step guide for success. Lea...

10 Benefits of Managing a Virtual Tax Practice
Practice Management

10 Benefits of Managing a Virtual Tax Practice

Just like many other small businesses today, you can create a virtual team for your tax practice and achieve massive success doing...

August Product Highlight

Canopy Product Highlight: August 2019

In the month of August, we were busy enhancing the functionality of our mobile app, client portal, and task workspace.

tax-preparer-penalties-1
Tax Preparation and Planning

10 Tax Preparer Penalties to Avoid

Don't risk triggering these 10 IRS tax preparer penalties. Learn what to avoid and how you can help your clients avoid unnecessary...

Client Portal (3)

Feature Update: Improved Client Portal Functionality

Check out these two new things you can do with Canopy's client portal.

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