Content Hub

Cloud-based Software Your Accounting Firm Needs

If you’re not taking advantage of cloud-based practice management software for your accounting firm, you’re leaving a huge opportunity on the table. Cloud-based software will...

Find Canopy at Accounting and Tax Trade Shows This Summer!

Want to find us this summer? Our product reps have been known to frequent tax trade shows, conferences, and boot camps, and they’re always happy to answer questions and chat with...

Tax Resolution Article Roundup

We’ve written a lot of tax resolution articles since launching this blog nearly three years ago. In fact, we’ve written so much tax resolution information on so many different...

How to Earn Up to $500 an Hour Outside of Tax Season

It’s a week after Tax Day, and if you’re like most tax professionals, you made the majority of your income for the year in the last few months. And you definitely put in the hours...

The Trust Fund Recovery Penalty Guide

Partial Payment Installment Agreement Vs. Offer in Compromise: Which...

When a client comes to you with a tax debt they simply can’t afford to pay, you have two primary options to help them resolve their IRS problem: a Partial Payment Installment...

How to Use the Collections Expiration Date to Your Advantage

It’s the dream of every person who owes back taxes—the IRS somehow ignores or forgets about a tax debt long enough that the debt simply expires. Nice as it sounds, the IRS is...

Feature Update: Quick, Easy Contact List Import

Canopy is excited to introduce contact list import. So what does this mean for you? No more manually inputting your clients' contact information! This new feature update...

Your 2-Minute Brief on the IRS Suspension of the Data Retrieval Tool

The IRS Data Retrieval Tool (DRT) found on fafsa.gov and StudentLoans.gov is currently unavailable and will be for several weeks. This temporary shut down is part of the IRS'...

What You Need to Know About Innocent Spouse Relief Cases

Your tax practice will expose you to clients with a wide variety of tax problems. One particular problem that often comes up is when one spouse believes they have been unjustly...

Retaining Millennial Employees in your Tax Practice

Some employee turnover is inevitable (and even good), but it can become a problem if you have to replace valuable employees too often. Recruiting and hiring is a time-intensive,...

Basement to Fast-Growing Startup: The Inspiring Story of Canopy

From 2008 to 2010, Kurt Avarell worked on Wall Street as a tax attorney, where he occasionally took on pro bono cases. These cases gave him his first glimpse into the...

How the GOP'S Obamacare Replacement Will Affect Taxes

Republicans have now unveiled their long-promised Obamacare replacement: the American Health Care Act. The primary goal of the bill? Roll back the taxes put into place by the...

How to Ask for Referrals to Build Better Clientele [+ Free eBook]

Word-of-mouth referrals are more likely to result in high-quality clients because your existing clients generally only reach out to their contacts they know will be a good fit for...

Northwest Tax Associates: Faster and More Secure with Canopy