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How to Manage Your Virtual Tax Practice Effectively

We recently teamed up with Jason Blumer, owner of Blumer CPAs, to write an ebook series about running a virtual tax practice. The newest ebook is all about managing a virtual...

4/26/18 LEARN MORE
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The Ultimate Guide to Managing CPE Credits and Courses

Earning and managing CPE credits is a large task. You have to decide which courses to take, make sure they meet the necessary requirements, work the courses into your schedule,...

4/24/18 LEARN MORE
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New Feature: Effortless Time Tracking

Canopy’s time tracking is here. Now you can easily track your productivity and get paid faster. Here are four time tracking features to try out.

4/19/18 LEARN MORE
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How to Know if Your Client is Eligible for Failure-to-Pay Penalty...

For the 2017 fiscal year, the IRS assessed 38.8 million civil penalties, amounting to $26.5 billion. Of those penalties, 4.3 million were abated. The most common reason for civil...

4/12/18 LEARN MORE
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The Ultimate Guide to Accounting Practice Management Software

The thought of modernizing the way you manage your accounting practice can be overwhelming. After all, there are a lot of steps involved. To truly modernize you have to invest in...

4/10/18 LEARN MORE
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The Ultimate Guide to IRS Forms

Confronting an unfamiliar IRS form can be a little bit daunting. There are, of course, forms you can breeze through with your eyes shut because you’ve filled out hundreds or even...

4/06/18 LEARN MORE
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Canopy Secures $30 Million in New Funding; Aims to Disrupt $100...

New investment round, led by NEA, brings Canopy’s total funding to $60 million March 27, 2018 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management...

3/27/18 LEARN MORE
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Virtual Tax Practice Series By Jason Blumer

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Video: Tips for Filling Out IRS Form 8821

We've got another video for you to help you when filling out IRS forms. In this video, we cover some tips on how to fill out IRS Form 8821 to make sure your tax information...

3/21/18 LEARN MORE
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5 Ways to Grow Your Virtual Tax Practice

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The Ultimate Guide to Offer in Compromise from a Former Revenue...

Part 1 — What is Offer in Compromise and is it Right For your Client? An offer in compromise (OIC) is an option offered by the IRS that allows a taxpayer to settle their debt for...

3/14/18 LEARN MORE
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Feature Update: Centralized, Integrated Document Management

You deal with files all day, every day, and because of that, your experience should be as seamless and hassle-free as possible. So, we’ve upgraded our document management to...

3/14/18 LEARN MORE
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The ATA Group: Adding $3,500 in Monthly Recurring Revenue With Canopy

3/12/18 LEARN MORE
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The 5 Steps to Starting a Virtual Tax Practice

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IRS Releases New Form W-4, Updates Withholding Calculator

On Feb. 28, the IRS announced a new version of Form W-4 and an updated Withholding Calculator, incorporating changes made under the Tax Cuts and Jobs Act.

3/05/18 LEARN MORE

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