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Canopy Product Highlight: June 2019

We haven’t slowed down since the tax deadline here at Canopy. We are excited to share more recent updates, including the release of Payments, updates to our mobile app, and a new...

Top 10 CPE Courses for CPAs

As a CPA, you know that your mandatory CPE credits can be earned by participating in a wide variety of courses, webinars, workshops, and conferences. Because summer and fall are...

Tax Prep Pricing Guide 2019

New Feature: Zapier Integration

As a provider of tax preparation software, Canopy’s goal is to always help you save time and make your tax practice more efficient. In partnership with Zapier, Canopy offers ways...

Getting Paid Just Got Easier with Canopy’s Payments

June 25, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based software helping tax and accounting professionals streamline their practice, today announced a new...

5 Simple Ways to Improve Your Website and Bring in Better Clients

According to the U.S. Small Business Association, more than half of all Americans either own or work for a small business and most of those outsource their accounts. So, there’s...

How to Market Your Accounting Services to Small Business Clients

There’s no doubt that marketing strategies have completely transformed over the last decade, thanks to the internet. What was tried and true even a few years ago has evolved into...

7 Canopy CPE/ CE Courses to Take This Summer

Summer is a great time for taking a vacation, evaluating your firm strategy post tax season, and earning your CPE or CE credits. To help out with the third part, we’ve rounded up...

5 Misconceptions About Tax Refunds According to the IRS

As a tax accountant, you have the responsibility of guiding your clients through the confusing and complex process of filing their taxes. The tax code for individuals as well as...

Canopy Product Highlight: May 2019

We've had a busy tax season rolling out new products and features, including Tax Prep, a mobile app, a workflow update, and custom fields. Check out this video for more...

Product Release: Tax Prep

We are excited to announce the release of the newest product joining Canopy’s cloud-based suite: Tax Prep. Our goal is to help you streamline tax season. Canopy’s Tax Prep...

Canopy Releases Tax Prep, Offering the First Tax Preparation Solution...

June 4, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the general...

Tax Resolution Pricing Report 2019

Certifications You Need to Start Your Own Tax Business

If you become a tax preparer, it is important to have the skills to effectively and accurately do clients’ tax work. Potential clients need to know they can trust you and that you...

Feature Update: Workflow Focused on Collaboration

Canopy’s workflow feature is more focused on team collaboration than ever before. We now offer a dedicated workspace for collaborating on complex projects.