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

AI in the Accounting Industry: Capabilities and Limitations

Discover the impact of AI in accounting: from automation to fraud detection. Learn what AI excels at and its limits in transforming the industry.

3 min read LEARN MORE

10 Best Practice Management Software — 2024

Here are the top 10 accounting practice management softwares you need to keep an eye on for 2024

15 min read LEARN MORE

24 for 2024: New Workflow Templates with Automations

we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you and your firm time

2 min read LEARN MORE

Building the Ideal Team in Your Accounting Firm

Experience isn't everything. Discover the secrets to building the perfect team for your accounting firm with insights from Jason Blumer, CPA, CEO and Founder of Blumer CPAs.

1 min read LEARN MORE

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Marketing Your Practice

3 Ways to Market Your Tax Resolution Firm

There are a variety of marketing strategies, technologies, and methods you can use to market your tax resolution firm. You can experiment with multiple methods and marketing...

8/21/15 LEARN MORE

Marketing Your Practice

5 Ways a Tax Resolution CRM Increases Revenue

Tax resolution services and client relationship management go hand in hand, as resolving tax controversies can be a highly specialized process. As you scale your tax resolution...

8/06/15 LEARN MORE

Marketing Your Practice

Generate Leads for your Tax Practice with LinkedIn

LinkedIn ranks number one for lead generation over any other social media platform. Are you using LinkedIn to build your tax practice?

7/30/15 LEARN MORE

Tax Resolution

Tax Industry Update: July 2015

Enrolled Agent salaries: In 2013, enrolled agents made an average of $75,000 per year. Enrolled agents with one to three years of work experience can make up to $85,000. Enrolled...

7/22/15 LEARN MORE

Marketing Your Practice

Marketing Your Tax Resolution Practice

With 61% of global internet users researching products and companies online, your tax resolution practice needs an online presence. To attract customers to your tax resolution...

7/20/15 LEARN MORE

Canopy Features and News

Resources to Help You Succeed with Canopy

Customer success is important to us at Canopy! We want everyone who uses our accounting software to be successful and have a great experience. So we've rounded up a few resources...

7/16/15 LEARN MORE

Tax Resolution

How to Become an Enrolled Agent

An enrolled agent is a federally-certified tax practitioner who can represent taxpayers before all administrative levels of the Internal Revenue Service. Enrolled agents help...

7/09/15 LEARN MORE

Canopy Features and News

New Feature: The Canopy Client Survey

Tax resolution has never been simple. From individuals filing incomplete or incorrect tax returns to company-wide audits, situations vary and require an immense amount of time...

7/01/15 LEARN MORE

Canopy Features and News

Canopy: Tax Resolution Software Built With You in Mind

The tax resolution industry is one of the most under-served areas in accounting. Every year, there are over 8 million delinquent tax accounts. Despite the large number of tax...

6/19/15 LEARN MORE

Tax Resolution

Tax Resolution Basics

Tax resolution is an essential service in the tax industry. CPA practices can expand their service offerings and build new business by taking on tax resolution clients. If you are...

6/16/15 LEARN MORE

Canopy Features and News

Interview Series with Canopy's Founder, Kurt Avarell

Canopy founder Kurt Avarell acutely remembers the strain a paper-heavy workflow puts on the relationship between accountants and their clients. That is why he created Canopy - a...

5/26/15 LEARN MORE

Tax Resolution

CRM Tool Automates Tax Resolution for Accountants

Starting your own business as an independent CPA provides a number of benefits––the freedom to create your own schedule, the independence to set your business strategy, and the...

4/23/15 LEARN MORE

Marketing Your Practice

Digital Marketing and Your Tax Practice

The rise of digital marketing over the last 15 years has changed the environment for small-to-medium sized businesses looking to grow their clientele. In fact, marketing budgets...

4/16/15 LEARN MORE

Marketing Your Practice

How to Leverage Your Network For Your Tax Practice

As a tax practice entrepreneur, your success depends not only on your own skills and determination but also on your relationships with a wide circle of colleagues, partners,...

3/31/15 LEARN MORE

Marketing Your Practice

Harnessing the Power of Online Reviews

As most business owners know, having your customers or clients give you a referral is pure gold. When people research a company or product, they want to hear from a real, live...

12/10/14 LEARN MORE