Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Rusty Fullings Journey - From Burnout to Balance

Rusty Fulling offers valuable advice for fostering connection and success in a remote work environment.

10 Tips to a Successful Year-End Closing

Wrap up year-end confidently in QuickBooks Online! These 10 tips help you close books smoothly, manage accounts, and prepare accurate financial reports.

4 min read LEARN MORE

2024 Product Release Review

Review the 2024 product updates, including new features like client grouping, QBO Payments integration, eSign templates, and workflow automation.

6 min read LEARN MORE

The Guide to 2025 Tax Season - Business Updates

Identify and comprehend the latest updates and changes in tax laws for the upcoming 2025 tax year.

14 min read LEARN MORE

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Canopy Features and News

New Feature: Canopy Transcripts Chrome Extension

Canopy continuously looks for ways improve the workflow and efficiency of your tax practice. This is even more apparent with the recent release of a new Transcripts Google Chrome...

12/20/18 LEARN MORE

Industry News

The Tax Cuts and Jobs Act Year in Review

A lot happened this year in the world of tax. With the passing of tax reform at the end of 2017, 2018 was filled with the IRS issuing guidance, economists offering projections,...

12/19/18 LEARN MORE

Tax Resolution

Step by Step Offer in Compromise Checklist

We’ve intentionally avoided cluttering this checklist with in-depth instructions, but there’s more to this checklist than meets the eye. In addition to giving you a convenient...

12/12/18 LEARN MORE

Canopy Features and News

Feature Update: Latest Billing Enhancements

In recent months, we've implemented many new features into Canopy's invoicing and payments function. We are now excited to announce the latest updates, namely recurring invoices,...

12/11/18 LEARN MORE

Marketing Your Practice

How to Build the Perfect Buyer Persona Based on Your Ideal Client

Becoming a successful accounting firm depends on how well you know your clients and how your business can help solve their problems. If you don’t know your client type well, you...

12/07/18 LEARN MORE

Canopy Features and News

Canopy Product Highlight: November 2018

We're always adding new features to make Canopy the best possible experience for all our users. November was a great month for releasing big features, including Recurring...

12/04/18 LEARN MORE

Marketing Your Practice

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,...

11/29/18 LEARN MORE

Practice Management

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...

11/28/18 LEARN MORE

Marketing Your Practice

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...

11/20/18 LEARN MORE

Press Room

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...

11/19/18 LEARN MORE

Tax Preparation and Planning

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...

11/12/18 LEARN MORE

Industry News

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...

11/12/18 LEARN MORE

Industry News

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...

11/10/18 LEARN MORE

Industry News

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...

11/05/18 LEARN MORE

Canopy Features and News

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...

11/01/18 LEARN MORE