National Financial Awareness Day

Today is National Financial Awareness Day. What better way to celebrate than helping your clients increase their financial lite...

Micala Ricketts Micala Ricketts
14 Aug, 2018
Marketing Your Practice

4 Ways Tax Professionals Can Boost Their...

If you’re thinking about developing a social media strategy for your tax practice, you’re on the right track to boosting your m...

Micala Ricketts Micala Ricketts
6 Aug, 2018
CPE

What's the Difference Between CE and CPE...

Your professional accounting qualifications speak on your behalf, letting clients know that you are truly an expert in all area...

Micala Ricketts Micala Ricketts
3 Aug, 2018
Canopy Features and News

Canopy's New Look

You probably noticed, but we look a little different today. We just finished our largest makeover since we first got started in...

Spencer Ashton Spencer Ashton
2 Aug, 2018
Practice Management

Engagement Letters: Six Things Tax Pros ...

Today we’re covering something that every practitioner has to do frequently: write an engagement letter. Getting your engagemen...

Brandon Jones Brandon Jones
30 Jul, 2018
Practice Management

The Tax Accountant Who Accidentally Turn...

Tom was always a curious person.

Hitendra Patil Hitendra Patil
30 Jul, 2018
Tax Resolution

Step by Step Offer in Compromise Checkli...

We’ve intentionally avoided cluttering this checklist with in-depth instructions, but there’s more to this checklist than meets...

Brandon Jones Brandon Jones
24 Jul, 2018
Tax Resolution

How to Keep Clients Calm When They Get a...

Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your cl...

Brandon Jones Brandon Jones
19 Jul, 2018
Tax Preparation and Planning

How Tax Professionals Price Their Tax Pr...

At one point or another you’ve probably wondered if you’re charging the right amount for your tax preparation services. Across ...

Micala Ricketts Micala Ricketts
18 Jul, 2018
Practice Management

Artificial Intelligence: What Accountant...

The accounting profession, and broader financial services landscape, are in the midst of a dramatic transition arguably larger ...

Dr. Sean Stein Smith Dr. Sean Stein Smith
17 Jul, 2018
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