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5 New Year's Resolutions for Accountants in 2023

It’s almost time to ring in a new year and what better time to start fresh and improve yourself and your career? 2023 is going to be your year and it’s up to you to make the most...

12/21/22 LEARN MORE
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It’s Time for Tax Law Updates – Individual

There’s an old saying that goes: “You can never step in the same river twice.” This is certainly true for tax seasons. Every tax season is a brand-new experience, simply because...

12/16/22 LEARN MORE
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Technology for Accounting Firms: How Tech Makes a Firm Stand Out

Incorporating the right technology into your accounting firm can set your firm apart from the competition, help you win new customers, and maintain loyalty of the customers you...

12/14/22 LEARN MORE
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How to Renew Your PTIN in 15 Minutes

If you are one of more than 759,000 federal tax return preparers in the US, your Preparer Tax Identification Number (PTIN) will expire December 31. It must be renewed before you...

12/05/22 LEARN MORE
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Accounting Software vs. Practice Management Software

Are you looking for accounting software or practice management software? Or, are you still not sure? Well, we can help! There’s actually a big difference between a practice...

12/02/22 LEARN MORE
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Required Minimum Distributions

It’s no secret that the U.S. population is getting older. Today, there are more than 54 million adults aged 65 and older, but by 2030, that number is expected to rise to 74...

11/28/22 LEARN MORE
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5 CPE Courses To Be Grateful For

Are you a CPA who needs to earn those mandatory CPE credits? We’re sharing 5 great course options that you’ll be grateful for while earning your CPE credits for the year. Every...

11/23/22 LEARN MORE
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Angie Lucas: Client Success through Canopy

Angie Lucas, a self-made author, experiences seemless communication with her CPA due to Canopy's client portal.

11/21/22 LEARN MORE
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Earn Free CPE and CE Credits Quickly and Easily

Don’t look now, but the end of the year is almost here. Parties, family get-togethers, ski vacations no doubt. Oh, and don’t forget about reaching your yearly CPE and CE credits...

11/17/22 LEARN MORE
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Shreeve Landry CPA: Experiencing Growth through Challenge

A Utah-based CPA firm has experienced growth, even through challenging times, due to Canopy's suite of software.

11/16/22 LEARN MORE
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The Importance of Client Management Software for Accounting Firms

Canopy recently commissioned an independent research firm to survey 150 US-based accountants.

11/15/22 LEARN MORE
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Identifying and Solving Your Document Management Pain Points

It’s crazy to think 58% of accountants say they have accidentally shared the wrong file with a client due to poor communication and storage issues.* The right software empowers...

11/11/22 LEARN MORE
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Inflation Reduction Act of 2022 - What Tax Pros Need to Know

Let’s address the elephant in this Act. The IRS is getting $80 billion dollars. This is designed to cover the cost of hiring an additional 87,000 IRS employees and improving...

11/08/22 LEARN MORE
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Document Management Best Practices Accountants Should Follow

Your document management system is a big part of your accounting firm’s success. At least you hope that it is. It could also be the weak spot that prevents your firm from growing....

11/01/22 LEARN MORE
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Common Accounting Mistakes New Business Owners Make

Starting a new business is a pretty exciting time for any new business owner. The idea that they are beginning something great empowers them to work their hardest and do their...

10/31/22 LEARN MORE

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