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Case Studies
Hurwitz Tax Solutions: Canopy’s Collections Workflow Reduces...

"Everyone is so computer savvy these days. When my clients sit down to fill out the survey on Canopy, it feels easier." — Lewis Hurwitz, of Hurwitz Tax Solutions. Background The...

3 min read LEARN MORE
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Product Updates
Easily Share Files with Anyone Using a Secure Link

What's New: Sharing a file with clients or key stakeholders has just gotten easier. Now you can send a file using a secure link. Recipients will receive an email (to the one you...

1 min read LEARN MORE
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Case Studies
Northwest Tax Associates: Faster and More Secure with Canopy

"I’m able to spend more quality time with my clients. And because I’m more organized and the client has already been able to complete a lot of the paperwork through the client...

3 min read LEARN MORE
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Product Updates
Break Down the Email Silo Without Losing Security and Control

What's New: Canopy already de-siloed email with the global inbox, sharing inboxes, and the communication tab. With privatizing emails, you get the perfect balance of breaking down...

1 min read LEARN MORE
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Case Studies
America’s Choice Bookkeeping: Managing a National Clientele with...

"Our clients love Canopy. It’s so easy for them to register for the portal and upload their documents there." — Robert Azar, of America's Choice Bookkeeping and Tax Services....

3 min read LEARN MORE
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Tax Preparation and Planning
IRS Form 941: The Lookback Period and Deposit Schedules

IRS Form 941, Employer’s Quarterly Federal Tax Return, is used by an employer to report federal income tax withheld from employees (including withholding on sick pay and...

3 min read LEARN MORE
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Case Studies
Canopy’s Intuitive Interface Makes Employee Onboarding Easy

"The whole thing is just so easy to navigate, which makes it easy to train my staff — which is actually one of the main reasons I chose Canopy over the other software I tried."...

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Industry News
10 Accounting Conferences to Attend in 2023

2023 is here and we can already tell it’ll be a great one for networking, especially when it comes to events. Here are 10 accounting conferences you should be aware of in 2023.

5 min read LEARN MORE
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Tax Preparation and Planning
Form 2553: An Overview of Who, When, and Why

IRS Form 2553, Election by a Small Business Corporation, is filed by a corporation or other eligible entity to make an election to be an S corporation under section 1362(a)....

3 min read LEARN MORE
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Case Studies
Keith Jones, CPA: Using Canopy As An All-In-One Software Solution

"My average tax res case takes 75% less time now, compared to before I started using Canopy." — Keith Jones, CPA Background Keith Jones, CPA, is a busy tax resolution expert and a...

3 min read LEARN MORE
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Industry News
20 Hilarious Memes That Will Make Any Accountant Laugh

We know accounting can be a tough field full of numbers and serious work. And sometimes, that work can be taxing (pun intended.) But seriously, we all experience problems with...

4 min read LEARN MORE
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Tax Preparation and Planning
A Guide for 2023 Tax Season Webinar — Q&A

In our recent webinar, "A Guide for 2023 Tax Season Individual Updates", we provided a quick guide to understanding the updates for the 2023 tax season and highlighted some ways...

9 min read LEARN MORE
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Case Studies
Integrated Financial Group: Accounting Firm Attracts 95% of Clients...

“It's our hub for everything — it controls our workflow, it controls our clients' communication, it is our server, if you will, for client documents and storage. It's really the...

6 min read LEARN MORE
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Case Studies
Canopy Helps Accounting Firm Improve Onboarding Processes

"We log into Canopy in the morning and then when we log out in the afternoon, we're logging out of Canopy. We're literally using it as our workflow management with it throughout...

4 min read LEARN MORE
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Case Studies
Organize Your Workflow and Prioritize Growth

“It's the hub. So, if I want to see everything that we've committed to and what everyone's working on, I have one place to go.”—Chris Mossa, Founder and CEO Background CPM...

3 min read LEARN MORE
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