Content Hub

10 Creative Ways to Market Your Firm Going into Next Tax Season

If you want to attract more clients and bring in more business going into next tax season, you’ll want to focus on your marketing efforts. To stand out from the competition,...

How to Keep Millennial Employees Happy

By 2020, millennials will make up 50% of the workforce, yet only 29% of them say they are engaged at work, and 60% say they are open to new job opportunities. What does this mean...

3 Tips for Using Instagram for Your Tax Practice

Instagram shouldn’t be overlooked when developing your social media strategy. It’s rapidly gaining popularity, and Instagram influencers are popping up in all different...

Canopy to Offer Tax Prep Product; Capitalizing on $31B Opportunity

November 19, 2018 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced its plans to...

Video: Quick Tips of Filling Out IRS Form 8809

We've put together another IRS Forms video, this one for IRS Form 8809, Application for Extension of Time to File Information Returns. This is a pretty simple form, but figuring...

IRS Ramping up Debt Collection Is an Opportunity for Tax Resolution...

In 2016, the IRS started using private collection companies to collect overdue federal tax debts. This year the IRS will be ramping up that private debt collection program. During...

By the Numbers: International Accounting Day

It’s November 10, and you know what that means—it’s International Accounting Day. Today’s the day we recognize the number professionals who help us file taxes, manage retirement...

IRS Increases Retirement Contribution Limits

On November 1, the IRS announced increases to contribution limits for 401(k)s, IRAs, and other retirement accounts due to cost of living adjustments. Here’s an overview of what...

Canopy Launches Modern CPE Platform for Tax and Accounting...

Lehi, UT - November 1, 2018 - Canopy, the leading cloud-based practice management platform for tax and accounting professionals, announced a new online CPE platform, a robust and...

Canopy Launches Modern CPE Platform for Tax and Accounting...

November 1, 2018 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, announced a new online CPE...

Tax Professional's Audit Defense Kit

Add Revenue to Your Practice By Offering Audit Defense

Audit defense is one of the easiest and most affordable ways to increase annual recurring revenue for your practice. Audit defense simply establishes that for a small fee, you’ll...

4 Keys to Building a Lucrative Practice

So you’ve started your own tax or accounting practice, and now you want to make money—not just enough money to stay afloat, but enough money to make a nice profit from all your...

Choosing a Market Niche for Your Accounting Firm

To create a successful accounting firm, you need to be better at what you do than your competition. Because accounting firms frequently offer similar services, it can be a real...

Why Accountants Need Client Testimonials and How to Get Them

The success of your accounting firm depends a lot on how you market your services. If you are getting a compelling message out to the right people, they will want to give your...