Content Hub

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

Is Your Tax Practice Website Costing You Clients?

The way Americans spend money isn't changing. It has already changed, and your tax practice is not immune. In 2016, more than 265 million Americans regularly used the internet,...

Offer in Compromise Checklist

How to Prepare Taxes for an Expatriate Client

Changes in technology have evolved our standard “9 to 5” jobs to gigs that simply require a computer and internet connection. And with these technology changes, the way Americans...

What Tax Pros Need to Know about Trump's Obamacare Executive Order

President Donald Trump has made several changes since his inauguration two weeks ago, but one change in particular holds great significance for tax professionals—he signed an...

How Canopy's IRS Transcripts Tool Works (Infographic)

Canopy's free IRS Transcripts tool has been getting lots of attention recently, and for good reason: it makes pulling transcripts for your clients more efficient than ever before....

How to Advertise Your Tax Practice on the Radio

You have dozens of options when it comes to marketing your tax practice. Digital advertising is exciting and cool, but there is still a strong argument to be made for going old...

How to Market Your Tax Specialty to Your Target Niche

There are 1.2 million tax preparers in the United States. What sets you apart from your competitor down the street? It’s not the quality of your work, as that’s impossible to...

Grow Your Tax Practice With These Free Downloadable Marketing Tools

In today’s competitive market, if you’re not actively marketing your business, you’re losing business to someone who is. You know marketing is important, but marketing takes time,...

Nobles Bookkeeping: 3x More Tax Resolution Cases with Canopy's...

The Secret to Doubling Your Tax Resolution Business This Tax Season

Many tax pros have a habit of putting their tax resolution services on hold as tax prep season approaches--but this is a mistake. For practitioners who offer tax resolution...

How To Increase Web Traffic To Your Accounting Firm | Canopy

The business world is going digital, now more than ever before. Your potential clients are googling your business before they ever pick up the phone to call you, so ensuring that...

New Feature: Pull IRS Transcripts in as Little as 2 Minutes

Transcripts is one of Canopy’s most talked about features, and we’re now offering a free trial. That means you get access to:

The Best Way to Quickly Find [Good] Tax Articles

You know that keeping up with the ever-changing tax landscape is an important part of being a successful tax pro. But who has time to stumble around the internet, hoping to...