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Using Data from Canopy Insights Improves Harvest Accounting Firm...

Profile: Harvest Accounting Firm, founded in August 2020, specializes in serving small family-owned and operated businesses across various industries. With a focus on businesses...

3/01/24 LEARN MORE
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Tax Return Checklist for Clients

With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put...

2/29/24 LEARN MORE
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Liz Scott on Tech Selection: Empowering Accountants as Tech Advisors

In this episode of Canopy's Practice Success podcast, Liz Scott discusses the critical aspects of technology in accounting. She draws an analogy between selecting tech apps and...

2/28/24 LEARN MORE
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How to Reactivate Your Suspended e-Services Account

As a tax accountant, the IRS has provided you and other financial professionals with an impressive assortment of web-based tools that facilitate interaction. Known as e-Services,...

2/28/24 LEARN MORE
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Expense Management

What's new: We’re happy to announce the release of expense management in Canopy. As you incur expenses in your firm specifically related to clients, you can now record those...

2/27/24 LEARN MORE
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How to Get an Extension on IRS 1099 Filing

When are 1099s due? All 1099-MISC forms that report non-employee compensation (NEC) must be sent to both the recipient and the IRS by January 31. All other 1099s are due February...

2/27/24 LEARN MORE
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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)....

2/26/24 LEARN MORE
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10 Tax Preparer Penalties to Avoid

Your clients count on you to handle their tax issues, and you’ve earned that trust through transparency, customer service, and demonstrating your expertise. When preparing a...

2/25/24 LEARN MORE
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How to Minimize Accounts Receivable and Increase Cash Flow

Every accounting firm is looking for ways to improve the accounts receivable process as it affects all aspects of the business, such as marketing and purchasing. If you are an...

2/24/24 LEARN MORE
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Embracing Tomorrow: Staying Relevant in the World of Accounting

Staying ahead, (or even keeping stride), with the tech curve is not just an ambition, it’s a necessity. Canopy's latest ebook, "Embracing Tomorrow: The Blueprint of a...

2/23/24 LEARN MORE
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Embracing Tomorrow: The Blueprint of a Future-focused Accounting Firm

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When Accounting Goes Mainstream: Our Favorite Accountants from Pop...

As the saying goes, “Art imitates life,” and that’s certainly the case for actors playing accountants in television series and movies over the years. Whether they’re making...

2/16/24 LEARN MORE
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Terrell Turner on Building a Firm, Finding a Niche, and Creating...

Terrell Turner, co-founder of TLTurner Group and co-host of the Things Your Accountant Isn't Telling You Podcast, shares tips for building a firm from scratch, how to find your...

2/14/24 LEARN MORE
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Canopy Named in G2’s Top 100 Fastest Growing Products for 2024

Canopy has secured a coveted spot in G2's "Top 100 Fastest Growing Softwares of 2024". As the only practice management software to achieve this recognition, we take immense pride...

2/13/24 LEARN MORE
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Matching Client Expectations with Reality

A new challenge faces the rapidly-changing accounting industry: how to bridge the gap between client expectations and reality. In fact, a staggering 72% of clients in the...

2/09/24 LEARN MORE

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