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....

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...

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...

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,...

How Canopy's IRS Transcripts Tool Works (Infographic)

Canopy's free IRS Transcripts tool has been getting lots of attention recently, and for good reason: it makes pulling transcripts for your clients more efficient than ever before....

The Best Way to Quickly Find [Good] Tax Articles

You know that keeping up with the ever-changing tax landscape is an important part of being a successful tax pro. But who has time to stumble around the internet, hoping to...

5 Perks of Running Your Own Tax Practice

Practice ownership can have many challenges. To name a few, your income can be unpredictable – you are responsible for the financial well-being of your employees and the last one...

Renew your PTIN in 5 Easy Steps

You made it through another crazy Thanksgiving, which means it’s officially the 2016 Holiday Season! For most people that means it’s time to put on some nostalgic music and dust...

Create the Perfect Engagement Letter in 7 Steps

You know you should be using engagement letters in your tax resolution cases, but you're just not sure what your engagement letter should look like. Or maybe you’ve finally...

3 Reasons Engagement Letters are Critical to Your Practice

Engagement letters are the foundation of the legal relationship between tax professionals and their clients. They are letters that, once signed by both you and your client,...

Why Your Practice Should be Using Cloud-Based Software (Infographic)

If you haven’t made the switch to using cloud-based accounting software in your practice, you’re missing out on infinite potential of improved efficiency. Cloud computing allows...

Is Your Firm Secure in the Cloud?

Historically, some accounting professionals have avoided modernizing the tools they use and their accounting practice management software because of cloud security concerns....

The Benefit of Using Modern Tools in Your Practice

Modern tools can improve every area of your practice, and the best part is, they're easily accessible. If you haven't made the change to a modern practice, you're missing out on...

6 Proven Ways to Make Clients Happy

3 Keys to Smarter Client Follow-Up

Following up with potential, current, and former clients is crucial for gaining business and nurturing professional relationships. There are different kinds of client follow-up...