Blog | Industry News, Updates, & Features | Canopy

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

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

Practice Management

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...

9/15/16 LEARN MORE

Practice Management

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,...

9/15/16 LEARN MORE

Practice Management

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...

8/05/16 LEARN MORE

Practice Management

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....

7/06/16 LEARN MORE

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Practice Management

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

The Best Way to Quickly Find [Good] Tax Articles

5 Perks of Running Your Own Tax Practice

Renew your PTIN in 5 Easy Steps

Create the Perfect Engagement Letter in 7 Steps

3 Reasons Engagement Letters are Critical to Your Practice

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

Is Your Firm Secure in the Cloud?

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