Recent Blog Articles

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...

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.

Practice Management

3 Spooky Clients You Should Avoid

This Halloween season, we discuss three types of “spooky” clients to avoid in your practice.

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 ...

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...

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 ...

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.

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.

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.

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