Blog | Industry News, Updates, & Features | Canopy

How to Fire A Client: A Guide For Who to Keep & Who to Let Go

Clients are what make it possible for you to run your tax and accounting business, and naturally, growing your book of business is a consistent goal each year. But sometimes it’s...

8/19/20 LEARN MORE

Practice Management

9 Best Practices for Building Client Relationships in an Accounting...

Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...

7/10/20 LEARN MORE

Practice Management

Tips for Working from Home Effectively as an Accountant

Working from home can be a bumpy transition when you’re used to collaborating with team members and clients in the office every day. However, by following some best practices, you...

5/08/20 LEARN MORE

Practice Management

3 Outdated Areas of Your Accounting Firm (And How to Modernize Them)

The thought of modernizing your accounting firm can be overwhelming. After all, there are a lot of steps involved. There’s implementing cloud-based accounting software, going...

5/01/20 LEARN MORE

Practice Management

Give Client Service That Shines: 5 Best Practices

Tax professionals know that good customer service is essential to their firm’s success. However, it can be surprisingly difficult to define what actions and responses create good...

2/20/20 LEARN MORE

Practice Management

How to Get Your Tax Clients to Pay on Time

Tax practices are like most other small businesses when it comes to managing cash flow. If your clients aren’t paying what they owe you on time, you may have difficulties in...

1/28/20 LEARN MORE

Practice Management

7 New Year's Resolutions for Tax and Accounting Professionals

It’s officially 2020, and everyone is buzzing with renewed energy for self-improvement. Maybe you’ve even started working on your own resolutions (anyone else attempting to cut...

1/16/20 LEARN MORE

Practice Management

How to Volunteer Your Time as a Tax Professional

The season for giving is here, and for many people, service is top of mind. As a tax or accounting professional, you have a unique skillset to offer your community. Not only does...

12/11/19 LEARN MORE

Practice Management

How to Use Time Batching to Boost Productivity in Your Virtual Tax...

Think about your typical day at work.

11/14/19 LEARN MORE

Practice Management

Small Business Checklist for Tax Practice Owners

As we quickly approach the end of the year, tax practices are starting to prepare their clients for the busiest time of year. However, if you’re a new tax practice owner, not only...

11/13/19 LEARN MORE

Practice Management

3 Spooky Clients You Should Avoid

Things are about to get scary this Halloween season, and we aren’t just talking about the haunted houses, spooky stories, or stomachaches from eating too much leftover...

10/23/19 LEARN MORE

Practice Management

Why Client Transparency Matters in Your Tax Practice

Over the past few years, more businesses than ever are making great efforts to be more transparent in their day-to-day practice. From food companies that document their production...

10/09/19 LEARN MORE

Practice Management

3 Ways to Help Your Clients Renew Their ITINs

One of the ways you can provide outstanding service for your clients is by making them aware of tax-related issues before they become a problem. Many taxpayers who use Individual...

9/20/19 LEARN MORE

Practice Management

10 Benefits of Managing a Virtual Accounting Firm

There are many reasons to consider starting a virtual accounting firm. Perhaps you are just starting up and don’t have a lot of cash or you want to build up your clientele before...

9/11/19 LEARN MORE

Practice Management

Certifications You Need to Start Your Own Tax Business

If you become a tax preparer, it is important to have the skills to effectively and accurately do clients’ tax work. Potential clients need to know they can trust you and that you...

5/22/19 LEARN MORE

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Practice Management

How to Fire A Client: A Guide For Who to Keep & Who to Let Go

9 Best Practices for Building Client Relationships in an Accounting...

Tips for Working from Home Effectively as an Accountant

3 Outdated Areas of Your Accounting Firm (And How to Modernize Them)

Give Client Service That Shines: 5 Best Practices

How to Get Your Tax Clients to Pay on Time

7 New Year's Resolutions for Tax and Accounting Professionals

How to Volunteer Your Time as a Tax Professional

How to Use Time Batching to Boost Productivity in Your Virtual Tax...

Small Business Checklist for Tax Practice Owners

3 Spooky Clients You Should Avoid

Why Client Transparency Matters in Your Tax Practice

3 Ways to Help Your Clients Renew Their ITINs

10 Benefits of Managing a Virtual Accounting Firm

Certifications You Need to Start Your Own Tax Business

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