Join Canopy at The First AccountingWEB Live Summit

The final countdown is on! Next week is the historic AccountingWEB Live Summit and Canopy is proud to be a sponsor of this event in San Diego, CA. Will you be there? It’s an event...

5/05/22 LEARN MORE
Preparing IRS Schedule-C for Business: What You Need to Know

Schedule C, Profit or Loss From Business (Sole Proprietorship) is one of those tax forms that looks simple, but is baited with many traps for the unprepared tax professional.

5/04/22 LEARN MORE
Canopy Wins 5 Accounting Practice Management Software G2 Awards

Loved by our customers. And loved by our customers’ customers. Canopy is building a better (and always improving) accounting practice management software platform for the...

5/03/22 LEARN MORE
Infographic: Clients Want Accountants Who Use the Latest Technology

5/01/22 LEARN MORE
Client Onboarding: 6 Steps to Happier Clients and Lower Attrition Rate

You did it! You finally landed that much-anticipated client. The big one or the first one or just another one. So it’s time to get to work, right?

4/26/22 LEARN MORE
How to Fill Out Schedule C IRS Form

Does it seem lately like every single client has some sort of side hustle requiring the filing of a Schedule C, Profit or Loss From Business? You’re not alone. More and more,...

4/22/22 LEARN MORE
3 Skills CAS Accountants Need to Succeed

Transforming your firm’s focus to CAS, or advisory work, for clients is no small feat—you must be committed to changing how your organization runs and be ready to say goodbye to...

4/20/22 LEARN MORE
5 Ways to Stay Motivated During the Busy Season

Tax season is almost over, which means the heavy work loads are here. This time of the year is no walk in the park and can feel never ending. The motivation to finish strong might...

4/12/22 LEARN MORE
Show Your Staff Love During Busy Season and Beyond

Positive employee engagement is one of the most representative factors of an organization’s success. High levels of engagement boosts job performance because employees feel...

4/10/22 LEARN MORE
The Ultimate Tech Stack For CAS Firms

We’ve talked about what CAS is, if you should implement it at your accounting firm and how to start offering CAS—now, it’s time to look a little deeper into CAS and figure out...

4/06/22 LEARN MORE
Guide For Airbnb Taxes and Other Residential Real Estate Activities

Back in the day, the only type of rental we dealt with was a plain, old, ordinary rental property with year-long leases. But with the advent of apps that connect landlords with...

4/05/22 LEARN MORE
3 Tax Issues to Consider for High-Income Earners

When it comes to paying income tax, the higher the income, the higher the tax. That’s why these high-income earners have several things to consider as they prepare their returns....

4/04/22 LEARN MORE
How To Spend Time Wisely While On Hold With The IRS

By now, you’ve heard about how an historically underfunded IRS expected a rough tax season and only has one person for every 16,000 calls they get.😱 “Our individual phone...

3/31/22 LEARN MORE
How to Effectively Seek Feedback Through Client Reviews

Most accountants are great at what they do. An article from WallStreetMojo states that CPAs “are adept at handling complex financial dealings through prompt human interaction.”...

3/29/22 LEARN MORE
4 Ways to Take the Stress Out of Tax Season

Taking the stress out of tax season comes down to having a good plan and efficient tools. Coming up with the right plan and tools might cause more stress. So, we have made it easy...

3/28/22 LEARN MORE

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