Feature Updates: Client Requests in the Task Workspace, Recurring Payments
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Canopy has partnered with some of the best and brightest minds in tax and accounting to develop high-quality CPE and CE courses.
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One of the most important aspects of your job as a tax professional or accountant is maintaining your CPE or CE certification. For many, this is an overly time-consuming process that inhibits rather than enhances your ability to successfully perform your job responsibilities. Canopy offers a way for you to earn your credits through a positive experience that will help you more effectively perform your work. There is no better way for tax professionals and accountants to earn their CE and CPE credits than through Canopy Courses.
Courses is an online catalog of high-quality CE and CPE courses. We’re accredited by all the necessary acronyms (NASBA and the IRS), so you’ll get the required credit for your time. Of course, we also want you to have a great experience while you’re earning your credits, so Canopy has partnered with some of the best and brightest minds in tax and accounting to develop some amazing courses.
We offer self-study courses via video that are available at any time, so you can fulfill your yearly education requirements at your own pace, without having to read through a bunch of PDF material. Canopy Courses self-study offers a fluid way for you to learn effectively and efficiently while taking as many courses as you like on your own time. Weekly webinars also air Monday through Friday for your convenience and benefit.
We’re offering courses on all kinds of subjects such as ethics, Excel tips and tricks, technical tax resolution, cryptocurrency taxation, and navigating Section 199A. And those are only a few of the topics that we’re offering right away. We’re always expanding our curriculum to include a variety of relevant content by industry leaders.
Few things are worse than sitting through hours of boring, outdated presentations. That’s why we are happy to partner with some of the most interesting and knowledgeable instructors in the industry. Our instructors include tax attorneys, tax practice owners, a former revenue officer, and many other tax and accounting experts.
Unlike other providers which may offer complicated per-credit pricing options, Canopy Courses offers a simple, affordable price for your needs. Your first two credits with Courses are free. After that, you pay one upfront price for the year and have the freedom to earn as many credit hours as you would like.
Canopy Courses offers the best value for you to earn your CPE and CE credits. With the industries best thought leaders and influencers, you will be guaranteed high-quality content at your convenience. No more time-consuming PDFs or complicated pricing structures that will bog you down. Canopy gives you the opportunity to earn your credits how and where you want. If you’re interested in earning your credits now, sign up for Courses here.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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