Blogs

Feature Update: Spend Less Time on Email by Using Templates

Here at Canopy, we know email can often get in the way of doing more meaningful work. In fact, the average professional spends 28 percent of the workweek reading and answering...

Canopy August Tax and Accounting Trade Shows Schedule

Welcome to August! The climax of summer is upon us, and that means back to school, the return of football, and, of course, more tax and accounting trade shows! Our software...

4 Advanced Tips for Improving Your Paperless Organization

Going paperless is a great way to clean up your office space and increase efficiency in your tax practice, but it requires conscious organization. When you store documents in the...

How to Stay Competitive in the Age of Automation

Barry Melancon, President and CEO of AICPA, and Kimberly Ellison-Taylor, Chair of AICPA, spoke about the rapidly changing nature of the accounting industry a few weeks ago at...

How to Navigate Form 433

The IRS will often require taxpayers to submit Form 433 in order to resolve a tax matter. This form is extremely important because it will often change the outcome of your...

Your Easy, Two-Step Plan to Spend Less Time on Email

So you’ve decided that you need to spend less time on email. It’s a worthwhile goal, but it can also be daunting. A Google search on the topic yields so many tips and tricks on...

2 Simple Ways to Help Millennials Trust Your Tax Practice

As national demographics shift, earning the business of millennials is increasingly important. In order to earn their business, you have to help millennials trust your practice...

The Do's and Don'ts of Using Twitter for Your Tax Practice

Twitter can be a great platform for networking, expanding your online presence, and increasing awareness among potential clients—if used effectively. If not, it can turn into a...

5 Biggest Mistakes People Make in Dealing with the IRS

For many people, dealing with the IRS isn’t too difficult. They file a tax return each year, and either enjoy a refund or pay the balance due. But for others, dealing with the IRS...

What You Need to Know to Help Clients Who Use Bitcoin

In January 2009, a new peer-to-peer currency was created by the name of “Bitcoin.” It's a digital payment system where transactions and payments take place between users directly,...

New Feature: Workflow for Improved Task Management

New Feature: A Simple, New Way to Manage Client Communication

Keeping track of your communications with clients is hard. Email is the go-to option for most tax pros, despite its drawbacks. Email is difficult to keep organized, makes...

3 Ways to Get an IRS Lien Withdrawn

On a list of ways to deal with the IRS, “I’ll worry about it later” falls firmly in the Really Bad Idea column. Unfortunately, most of the taxpayers who come to you for help with...

Changes to Be Made to e-Services Summer 2017

Having problems pulling IRS transcripts electronically? The IRS is gearing up for maintenance and an upgrade to e-Services, so there will be times from this week through June when...

To Grow Your Practice, Get Out of Your Comfort Zone

Being an expert in your industry isn’t enough to make your business succeed. It’s a reality that makes a lot of small business owners uncomfortable, and tax professionals are no...