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Get Authorized to Represent Tax Resolution Clients in 3 Steps

Getting authorized to offer tax resolution isn’t a complicated process, especially if you’re already a certified enrolled agent, CPA, or attorney. In fact, in just a few steps,...

Canopy to Provide Accountants Nationwide With a “Tax Break” This Tax...

April 15, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced a program to provide...

Product Release: Mobile App

As a tax professional, you have a busy life. Canopy’s mobile app is designed to enhance and complement the work you perform at your desk. By supporting periods away from your...

Canopy Puts Your Accounting Practice in Your Pocket With New Mobile...

April 10, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced a free mobile...

Feature Update: Branding Enhancements

Canopy’s latest enhancements—specifically email signature and custom background images—give you added ability to personalize your firm’s branding and image. You will now be able...

Helping Tax Clients Who Are Retired

Tax accountants deal with a range of different clients, from businesses to individuals of all ages and stages of life. One demographic that many tax accountants have the privilege...

How to Manage Freelance Clients

Freelance workers or contract workers are growing in number each year. Companies who want skilled workers but may not need them full time as employees are fueling the demand for...

The Salary Outlook for Accountants

Accountants are the experts on personal and business finances for their community, ensuring they are operating efficiently and helping their clients manage their money. The...

5 Bookkeeping Tips to Take Full Advantage of the Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act (TCJA) was passed at the end of 2017, meaning that this tax season is the first year we’re feeling the full repercussions.

The 6 New Schedules for Form 1040

The IRS added six new schedules that some taxpayers will file with the 2018 Form 1040 (which replaced the old 1040, 1040EZ, and 1040A). Some commonly used lines on the prior...

March and April Tax Deadlines 2019

There are quite a few tax deadlines in March and April that apply to businesses and individuals. A couple of March tax deadlines have already passed such as the deadline for...

Marketing Report for Tax and Accounting Firms 2019

How to Create a Business Plan for Your Tax Practice

Before you create your tax and accounting business you should establish a clear vision of what you want your company to become. The more you focus your overall vision, the more...

How to Make Time for Marketing in Your Firm

In a recent survey we conducted of tax and accounting professionals, 71% of respondents said that they didn’t have enough time to perform effective marketing in their firm.

Canopy Product Highlight: February 2019

February was a busy month for Canopy and we released a bunch of new features, including an update to client invoicing, a new way to customize your email signature with images,...