Blog | Industry News, Updates, & Features | Canopy

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

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

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

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

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

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

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

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

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

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

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

Practice Management

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....

1/30/17 LEARN MORE

Practice Management

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...

1/04/17 LEARN MORE

Practice Management

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...

11/28/16 LEARN MORE

Practice Management

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...

11/25/16 LEARN MORE

Schedule your Canopy Demo.

Practice Management

The First Step to Starting a Virtual Tax Practice

Why Canopy is a Unique Place for Software Engineers

4.5 Ways Tax Professionals Can Shorten Hold Time With The IRS

5 Things to Consider When Starting a Tax Practice

4 Advanced Tips for Improving Your Paperless Organization

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

5 Biggest Mistakes People Make in Dealing with the IRS

3 Steps to Managing a Virtual Tax Practice

America’s Choice Bookkeeping: Managing a National Clientele with...

Cloud-based Software Your Accounting Firm Needs

Retaining Millennial Employees in your Tax Practice

How Canopy's IRS Transcripts Tool Works (Infographic)

The Best Way to Quickly Find [Good] Tax Articles

5 Perks of Running Your Own Tax Practice

Renew your PTIN in 5 Easy Steps

They like us. They really really like us.