Recent Blog Articles

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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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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 ...

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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...

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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 ...

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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...

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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.

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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.

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