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Practice Management

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Practice Management
How to Manage Your Virtual Tax Practice Effectively

We recently teamed up with Jason Blumer, owner of Blumer CPAs, to write an ebook series about running a virtual tax practice. The newest ebook is all about managing a virtual...

4/26/18 LEARN MORE
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Practice Management
The Ultimate Guide to Accounting Practice Management Software

The thought of modernizing the way you manage your accounting practice can be overwhelming. After all, there are a lot of steps involved. To truly modernize you have to invest in...

4/10/18 LEARN MORE
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Practice Management
The Ultimate Guide to IRS Forms

Confronting an unfamiliar IRS form can be a little bit daunting. There are, of course, forms you can breeze through with your eyes shut because you’ve filled out hundreds or even...

4/06/18 LEARN MORE
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Practice Management
Video: Tips for Filling Out IRS Form 8821

We've got another video for you to help you when filling out IRS forms. In this video, we cover some tips on how to fill out IRS Form 8821 to make sure your tax information...

3/21/18 LEARN MORE
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Practice Management
The First Step to Starting a Virtual Tax Practice

We teamed up with Jason Blumer, owner of Blumer CPAs, to write an ebook about starting a virtual tax practice. Jason went virtual in anticipation of a different lifestyle and...

2/28/18 LEARN MORE
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Practice Management
Why Canopy is a Unique Place for Software Engineers

Tech startups in need of engineers are sprouting up all across the Silicon Slopes, but the Canopy engineering team is unique. We have daily standups, full transparency (and we...

12/01/17 LEARN MORE
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Practice Management
4.5 Ways Tax Professionals Can Shorten Hold Time With The IRS

It’s common knowledge that if you want to call the IRS and speak to a live agent, you should plan on settling in for a long time on hold. Tax professionals often share horror...

9/11/17 LEARN MORE
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Practice Management
5 Things to Consider When Starting a Tax Practice

So you’re considering taking the leap from employee to tax practice owner. Being a business owner certainly has its perks, but it’s no easy feat. There are a lot of considerations...

9/07/17 LEARN MORE
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Practice Management
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...

7/24/17 LEARN MORE
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Practice Management
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...

7/11/17 LEARN MORE
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Practice Management
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...

6/28/17 LEARN MORE
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Practice Management
3 Steps to Managing a Virtual Tax Practice

Working remotely has become more common in the last few years. While the accounting industry remains traditional in a lot of ways, tax pros who work from home are not unheard of....

5/23/17 LEARN MORE
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Practice Management
America’s Choice Bookkeeping: Managing a National Clientele with...

Managing clients—and the inevitable mounds of paperwork that accompany them—is a formidable task for any practice. But when most of your clients don’t even live in the same time...

5/16/17 LEARN MORE
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Practice Management
Cloud-based Software Your Accounting Firm Needs

If you’re not taking advantage of cloud-based practice management software for your accounting firm, you’re leaving a huge opportunity on the table. Cloud-based software will...

5/15/17 LEARN MORE
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Practice Management
Retaining Millennial Employees in your Tax Practice

Some employee turnover is inevitable (and even good), but it can become a problem if you have to replace valuable employees too often. Recruiting and hiring is a time-intensive,...

3/15/17 LEARN MORE
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