Recent Blog Articles

Marketing Your Practice

5 Simple Ways to Improve Your Website and Bring in Better Clients

There’s no shortage of potential clients for today’s accountant, but many people seek out services they need online, so it's impor...

Marketing Your Practice

How to Market Your Accounting Services to Small Business Clients

To find & establish relationships with small business clients, accounting firms must apply the proper marketing strategies. Learn ...


7 Canopy CPE/ CE Courses to Take This Summer

Summer is a great time for earning your CPE or CE credits, so we’ve rounded up seven of our best courses for you to take.

Tax Resolution

Penalty Abatement for Small Partnerships

The penalty for not filing a partnership tax return can be steep. Here's what you need to know to offer penalty abatement for smal...

Tax Preparation and Planning

5 Misconceptions About Tax Refunds According to the IRS

As an accounting professional, you can debunk some of the most common misconceptions around tax refunds and the IRS. See what the ...

New Features May still 03
Canopy Features and News

Canopy Product Highlight: May 2019

We've had a busy tax season rolling out new products and features, including Tax Prep, a mobile app, a workflow update, and custom...

Canopy Features and News

Product Release: Tax Prep

Canopy’s Tax Prep includes seamless workflows that make the entire preparation process more efficient, so you can help more client...

Form 2553
Tax Preparation and Planning

Form 2553: An Overview of Who, When, and Why

Are you helping a small business client make an S corp election? Here's a quick look at what you need to know about Form 2553!

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Practice Management

Certifications You Need to Start Your Own Tax Business

If you become a tax preparer, it is important to have the skills to accurately do clients’ tax work. Learn more about the 4 recomm...

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Canopy Features and News

Feature Update: Workflow Focused on Collaboration

Canopy’s workflow feature is more focused on team collaboration than ever before. We now offer a dedicated workspace for collabora...

Practice Management

What Is KBA and Why Does Your Firm Need to Use It?

Knowledge-Based Authentication (KBA) is an essential component of a multi-layer security strategy within eSign. Learn how to lever...

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